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Keebeck Wealth Management’s Pfizer PFE Stock Holding History

Keebeck 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 		$377K Buy
13,408
+4,445
+50% +$118K 0.04% 271
2025
Q4 		$223K Buy
+8,963
New +$226K 0.03% 348
2024
Q4 		– Sell
-13,748
Closed -$398K – 293
2024
Q3 		$398K Buy
13,748
+110
+0.8% +$3.21K 0.06% 189
2024
Q2 		$382K Buy
13,638
+323
+2% +$8.89K 0.06% 194
2024
Q1 		$369K Buy
+13,315
New +$369K 0.05% 213
2023
Q4 		– Sell
-6,119
Closed -$203K – 277
2023
Q3 		$203K Sell
6,119
-65
-1% -$2.3K 0.04% 247
2023
Q2 		$227K Hold
6,184
– – 0.03% 247
2023
Q1 		$252K Hold
6,184
– – 0.04% 223
2022
Q4 		$317K Sell
6,184
-30
-0.5% -$1.44K 0.06% 190
2022
Q3 		$272K Sell
6,214
-940
-13% -$45.7K 0.05% 199
2022
Q2 		$375K Buy
7,154
+1,182
+20% +$60.2K 0.07% 175
2022
Q1 		$309K Hold
5,972
– – 0.05% 197
2021
Q4 		$353K Buy
5,972
+544
+10% +$27K 0.06% 174
2021
Q3 		$233K Sell
5,428
-3,855
-42% -$171K 0.05% 193
2021
Q2 		$364K Hold
9,283
– – 0.05% 192
2021
Q1 		$336K Hold
9,283
– – 0.05% 190
2020
Q4 		$342K Buy
9,283
+2,624
+39% +$96.2K 0.06% 168
2020
Q3 		$231K Buy
6,659
+938
+16% +$32.9K 0.05% 171
2020
Q2 		$177K Buy
+5,721
New +$194K 0.06% 161
2020
Q1 		– Sell
-6,452
Closed -$239K – 280
2019
Q4 		$239K Buy
+6,452
New +$230K 0.08% 133

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

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

Keebeck Wealth Management increased its Pfizer (PFE) stake by 50% in Q1 2026, buying an estimated $118K and bringing the position to 13,408 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #271.

Keebeck Wealth Management first reported a position in PFE in Q4 2019 and has held it in 20 quarters since. The position peaked at $398K in Q3 2024. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Keebeck Wealth Management held 13,408 shares of Pfizer worth $377K as of Q1 2026.
  • Keebeck Wealth Management bought 4,445 Pfizer shares in Q1 2026, an estimated $118K.
  • Pfizer made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #271 holding.
  • Keebeck Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 20 quarters since.
  • Keebeck Wealth Management's Pfizer position peaked at $398K in Q3 2024.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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