Jeppson Wealth Management
PFE icon

Jeppson Wealth Management’s Pfizer PFE Stock Holding History

Jeppson Wealth Management’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11M Sell
38,871
-1,825
-4% -$48.5K 0.32% 68
2026
Q2 		$980K Buy
40,696
+13
+0% +$340 0.29% 83
2026
Q1 		$1.14M Sell
40,683
-208
-0.5% -$5.54K 0.36% 66
2025
Q4 		$1.02M Buy
40,891
+1,640
+4% +$41.4K 0.32% 72
2025
Q3 		$1M Buy
39,251
+1,725
+5% +$42.6K 0.32% 74
2025
Q2 		$910K Buy
37,526
+4,411
+13% +$103K 0.31% 78
2025
Q1 		$839K Buy
33,115
+2,548
+8% +$66.7K 0.31% 82
2024
Q4 		$811K Sell
30,567
-2,165
-7% -$58.7K 0.29% 83
2024
Q3 		$947K Buy
32,732
+1,072
+3% +$31.3K 0.34% 76
2024
Q2 		$886K Buy
31,660
+1,025
+3% +$28.2K 0.34% 74
2024
Q1 		$850K Buy
30,635
+7,207
+31% +$200K 0.33% 79
2023
Q4 		$674K Sell
23,428
-37,800
-62% -$1.14M 0.28% 90
2023
Q3 		$2.03M Buy
61,228
+1,604
+3% +$56.7K 0.93% 23
2023
Q2 		$2.19M Buy
59,624
+560
+0.9% +$21.8K 0.95% 22
2023
Q1 		$2.41M Sell
59,064
-2,221
-4% -$95.9K 1.05% 21
2022
Q4 		$3.14M Sell
61,285
-164
-0.3% -$7.86K 1.32% 11
2022
Q3 		$2.69M Buy
61,449
+3,067
+5% +$149K 1.22% 14
2022
Q2 		$3.06M Buy
58,382
+2,074
+4% +$106K 1.32% 12
2022
Q1 		$2.92M Buy
56,308
+749
+1% +$38.9K 1.36% 14
2021
Q4 		$3.28M Sell
55,559
-1,042
-2% -$51.6K 1.58% 11
2021
Q3 		$2.43M Sell
56,601
-220
-0.4% -$9.7K 1.27% 15
2021
Q2 		$2.22M Buy
56,821
+150
+0.3% +$5.83K 1.21% 15
2021
Q1 		$2.05M Buy
56,671
+5,780
+11% +$205K 1.22% 17
2020
Q4 		$1.87M Sell
50,891
-1,452
-3% -$53.3K 1.25% 15
2020
Q3 		$1.82M Buy
+52,343
New +$1.84M 1.43% 12

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Jeppson Wealth Management's PFE Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Pfizer (PFE) stake by 4.5% in Q3 2026, selling an estimated $48.5K and leaving 38,871 shares worth $1.11M. The position accounts for 0.32% of the portfolio, ranked #68.

Jeppson Wealth Management first reported a position in PFE in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.28M in Q4 2021. 841 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Jeppson Wealth Management held 38,871 shares of Pfizer worth $1.11M as of Q3 2026.
  • Jeppson Wealth Management sold 1,825 Pfizer shares in Q3 2026, an estimated $48.5K.
  • Pfizer made up 0.32% of Jeppson Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Jeppson Wealth Management first reported a position in Pfizer in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Pfizer position peaked at $3.28M in Q4 2021.
  • 841 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.