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Journey Strategic Wealth’s Pfizer PFE Stock Holding History

Journey Strategic Wealth’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 		$1.62M Buy
57,557
+5,905
+11% +$157K 0.04% 128
2025
Q4 		$1.29M Sell
51,652
-4,874
-9% -$123K 0.03% 139
2025
Q3 		$1.44M Buy
56,526
+7,341
+15% +$181K 0.04% 124
2025
Q2 		$1.19M Buy
49,185
+20,630
+72% +$481K 0.04% 137
2025
Q1 		$724K Buy
28,555
+3,210
+13% +$84K 0.03% 172
2024
Q4 		$672K Sell
25,345
-10,947
-30% -$297K 0.03% 174
2024
Q3 		$1.05M Buy
36,292
+11,738
+48% +$342K 0.04% 122
2024
Q2 		$687K Buy
24,554
+3,102
+14% +$85.4K 0.03% 131
2024
Q1 		$595K Buy
21,452
+13,763
+179% +$382K 0.03% 117
2023
Q4 		$221K Sell
7,689
-8,685
-53% -$263K 0.01% 184
2023
Q3 		$543K Sell
16,374
-2,857
-15% -$101K 0.03% 78
2023
Q2 		$705K Sell
19,231
-8,167
-30% -$318K 0.03% 73
2023
Q1 		$1.12M Buy
27,398
+4,096
+18% +$177K 0.12% 54
2022
Q4 		$1.19M Buy
23,302
+1,589
+7% +$76.2K 0.14% 51
2022
Q3 		$951K Buy
21,713
+1,437
+7% +$69.8K 0.13% 45
2022
Q2 		$1.06M Buy
20,276
+565
+3% +$28.8K 0.14% 36
2022
Q1 		$1.02M Buy
19,711
+654
+3% +$33.9K 0.11% 28
2021
Q4 		$1.13M Buy
+19,057
New +$944K 0.12% 39

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

Journey Strategic Wealth's PFE Position: Q1 2026 in Review

Journey Strategic Wealth increased its Pfizer (PFE) stake by 11% in Q1 2026, buying an estimated $157K and bringing the position to 57,557 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #128.

Journey Strategic Wealth first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Journey Strategic Wealth held 57,557 shares of Pfizer worth $1.62M as of Q1 2026.
  • Journey Strategic Wealth bought 5,905 Pfizer shares in Q1 2026, an estimated $157K.
  • Pfizer made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #128 holding.
  • Journey Strategic Wealth first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.