Jessup Wealth Management’s Pfizer PFE Stock Holding History

Jessup 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	–	Sell	-3,351	Closed	-$83.4K	–	267
2025 Q4	$83.4K	Buy	+3,351	New	+$84.5K	0.03%	119
2023 Q4	–	Sell	-7,085	Closed	-$235K	–	62
2023 Q3	$235K	Sell	7,085 -537	-7%	-$19K	0.14%	48
2023 Q2	$280K	Sell	7,622 -683	-8%	-$26.6K	0.15%	51
2023 Q1	$339K	Sell	8,305 -476	-5%	-$20.6K	0.2%	54
2022 Q4	$450K	Buy	+8,781	New	+$421K	0.29%	46

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Jessup Wealth Management sold out of Pfizer (PFE) in Q1 2026, closing a stake of 3,351 shares — an estimated $83.4K sold.

Jessup Wealth Management first reported a position in PFE in Q4 2022 and held it in 5 quarters. The position peaked at $450K in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Jessup Wealth Management reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 3,351 Pfizer shares in Q1 2026, an estimated $83.4K.
Jessup Wealth Management first reported a position in Pfizer in Q4 2022 and held it in 5 quarters.
Jessup Wealth Management's Pfizer position peaked at $450K in Q4 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.