JWM
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Jupiter Wealth Management’s Pfizer PFE Stock Holding History

Jupiter 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 		$1.3M Hold
50,050
– – 0.51% 41
2025
Q4 		$1.37M Buy
50,050
+17,450
+54% +$440K 0.61% 40
2025
Q3 		$831K Hold
32,600
– – 0.39% 52
2025
Q2 		$820K Hold
32,600
– – 0.41% 52
2025
Q1 		$750K Sell
32,600
-39,150
-55% -$1.02M 0.45% 47
2024
Q4 		$1.9M Buy
71,750
+4,000
+6% +$108K 0.95% 27
2024
Q3 		$1.96M Sell
67,750
-3,390
-5% -$98.9K 1% 28
2024
Q2 		$2.17M Buy
71,140
+3,390
+5% +$93.3K 1.15% 28
2024
Q1 		$1.92M Buy
67,750
+10,150
+18% +$282K 1.01% 30
2023
Q4 		$1.66M Buy
57,600
+9,000
+19% +$272K 0.98% 28
2023
Q3 		$1.43M Hold
48,600
– – 0.93% 29
2023
Q2 		$1.78M Sell
48,600
-2,600
-5% -$101K 1.53% 18
2023
Q1 		$2.09M Buy
51,200
+2,600
+5% +$112K 1.92% 19
2022
Q4 		$2.49M Hold
48,600
– – 2.41% 15
2022
Q3 		$2.13M Sell
48,600
-41,685
-46% -$2.03M 2.13% 18
2022
Q2 		$4.73M Hold
90,285
– – 4.31% 7
2022
Q1 		$4.67M Buy
90,285
+19,685
+28% +$1.02M 2.92% 10
2021
Q4 		$4.17M Sell
70,600
-11,030
-14% -$546K 2.16% 16
2021
Q3 		$4M Buy
81,630
+20,000
+32% +$886K 1.89% 18
2021
Q2 		$2.78M Sell
61,630
-21,500
-26% -$836K 1.33% 24
2021
Q1 		$3.21M Buy
83,130
+17,500
+27% +$621K 1.62% 23
2020
Q4 		$2.42M Sell
65,630
-39,285
-37% -$1.44M 1.48% 21
2020
Q3 		$3.65M Sell
104,915
-45,949
-30% -$1.61M 2.58% 15
2020
Q2 		$5.22M Buy
150,864
+137,057
+993% +$4.66M 2.61% 16
2020
Q1 		$493K Sell
13,807
-1,054
-7% -$35.9K 0.29% 47
2019
Q4 		$565K Hold
14,861
– – 0.27% 51
2019
Q3 		$507K Hold
14,861
– – 0.27% 49
2019
Q2 		$603K Hold
14,861
– – 0.3% 45
2019
Q1 		$555K Buy
+14,861
New +$595K 0.27% 46

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

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

Jupiter Wealth Management held its Pfizer (PFE) position steady in Q1 2026 at 50,050 shares worth $1.3M. The position accounts for 0.51% of the portfolio, ranked #41.

Jupiter Wealth Management first reported a position in PFE in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.22M in Q2 2020. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Jupiter Wealth Management held 50,050 shares of Pfizer worth $1.3M as of Q1 2026.
  • Jupiter Wealth Management left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.51% of Jupiter Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Jupiter Wealth Management first reported a position in Pfizer in Q1 2019 and has held it in 29 quarters since.
  • Jupiter Wealth Management's Pfizer position peaked at $5.22M in Q2 2020.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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