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JPL Wealth Management’s Pfizer PFE Stock Holding History

JPL 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 		$348K Buy
12,405
+1,632
+15% +$43.4K 0.08% 102
2025
Q4 		$268K Sell
10,773
-677
-6% -$17.1K 0.07% 106
2025
Q3 		$292K Buy
11,450
+196
+2% +$4.84K 0.07% 107
2025
Q2 		$273K Buy
11,254
+15
+0.1% +$350 0.07% 103
2025
Q1 		$285K Buy
11,239
+35
+0.3% +$916 0.08% 102
2024
Q4 		$297K Buy
+11,204
New +$304K 0.09% 109
2024
Q1 		– Sell
-39,493
Closed -$1.14M – 118
2023
Q4 		$1.14M Buy
+39,493
New +$1.19M 0.82% 60

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

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

JPL Wealth Management increased its Pfizer (PFE) stake by 15% in Q1 2026, buying an estimated $43.4K and bringing the position to 12,405 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #102.

JPL Wealth Management first reported a position in PFE in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2023. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • JPL Wealth Management held 12,405 shares of Pfizer worth $348K as of Q1 2026.
  • JPL Wealth Management bought 1,632 Pfizer shares in Q1 2026, an estimated $43.4K.
  • Pfizer made up 0.08% of JPL Wealth Management's portfolio in Q1 2026, its #102 holding.
  • JPL Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 7 quarters since.
  • JPL Wealth Management's Pfizer position peaked at $1.14M in Q4 2023.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.