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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
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% -$9.75K 1.27% 15
2021
Q2 		$2.23M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Jeppson Wealth Management's PFE Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Pfizer (PFE) stake by 0.51% in Q1 2026, selling an estimated $5.54K and leaving 40,683 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #66.

Jeppson Wealth Management first reported a position in PFE in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.28M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Jeppson Wealth Management held 40,683 shares of Pfizer worth $1.14M as of Q1 2026.
  • Jeppson Wealth Management sold 208 Pfizer shares in Q1 2026, an estimated $5.54K.
  • Pfizer made up 0.36% of Jeppson Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Jeppson Wealth Management first reported a position in Pfizer in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Pfizer position peaked at $3.28M in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.