Kiley Juergens Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $621K | Sell |
22,106
-2,022
| -8% | -$53.8K | 0.11% | 124 |
|
|
2025
Q4 | $601K | Buy |
24,128
+8,513
| +55% | +$215K | 0.13% | 65 |
|
|
2025
Q3 | $398K | Sell |
15,615
-928
| -6% | -$22.9K | 0.09% | 69 |
|
|
2025
Q2 | $401K | Buy |
16,543
+1,101
| +7% | +$25.7K | 0.09% | 71 |
|
|
2025
Q1 | $391K | Sell |
15,442
-442
| -3% | -$11.6K | 0.1% | 67 |
|
|
2024
Q4 | $421K | Sell |
15,884
-873
| -5% | -$23.7K | 0.11% | 67 |
|
|
2024
Q3 | $485K | Sell |
16,757
-770
| -4% | -$22.5K | 0.13% | 65 |
|
|
2024
Q2 | $490K | Sell |
17,527
-242
| -1% | -$6.66K | 0.14% | 66 |
|
|
2024
Q1 | $493K | Sell |
17,769
-660
| -4% | -$18.3K | 0.15% | 61 |
|
|
2023
Q4 | $531K | Sell |
18,429
-6,077
| -25% | -$184K | 0.18% | 58 |
|
|
2023
Q3 | $813K | Sell |
24,506
-2,195
| -8% | -$77.6K | 0.29% | 50 |
|
|
2023
Q2 | $979K | Sell |
26,701
-1,735
| -6% | -$67.5K | 0.34% | 46 |
|
|
2023
Q1 | $1.16M | Sell |
28,436
-461
| -2% | -$19.9K | 0.43% | 45 |
|
|
2022
Q4 | $1.48M | Buy |
28,897
+61
| +0.2% | +$2.92K | 0.62% | 34 |
|
|
2022
Q3 | $1.26M | Buy |
28,836
+2,572
| +10% | +$125K | 0.59% | 35 |
|
|
2022
Q2 | $1.38M | Buy |
26,264
+12,086
| +85% | +$616K | 0.65% | 32 |
|
|
2022
Q1 | $734K | Sell |
14,178
-5,658
| -29% | -$294K | 0.35% | 44 |
|
|
2021
Q4 | $1.17M | Buy |
19,836
+772
| +4% | +$38.3K | 0.44% | 42 |
|
|
2021
Q3 | $819K | Sell |
19,064
-426
| -2% | -$18.9K | 0.36% | 48 |
|
|
2021
Q2 | $763K | Buy |
19,490
+2,110
| +12% | +$82.1K | 0.35% | 49 |
|
|
2021
Q1 | $629K | Sell |
17,380
-165
| -0.9% | -$5.86K | 0.33% | 48 |
|
|
2020
Q4 | $645K | Sell |
17,545
-46
| -0.3% | -$1.69K | 0.38% | 42 |
|
|
2020
Q3 | $612K | Sell |
17,591
-6,918
| -28% | -$243K | 0.45% | 32 |
|
|
2020
Q2 | $760K | Buy |
24,509
+1,268
| +5% | +$43.1K | 0.63% | 31 |
|
|
2020
Q1 | $719K | Buy |
23,241
+1,755
| +8% | +$59.8K | 0.74% | 29 |
|
|
2019
Q4 | $798K | Buy |
21,486
+1,720
| +9% | +$61.3K | 0.7% | 30 |
|
|
2019
Q3 | $673K | Buy |
19,766
+126
| +0.6% | +$4.58K | 0.74% | 27 |
|
|
2019
Q2 | $807K | Buy |
19,640
+670
| +4% | +$26.6K | 0.91% | 26 |
|
|
2019
Q1 | $764K | Buy |
18,970
+660
| +4% | +$26.4K | 0.95% | 25 |
|
|
2018
Q4 | $758K | Buy |
18,310
+221
| +1% | +$9.17K | 1.06% | 23 |
|
|
2018
Q3 | $756K | Buy |
18,089
+6,101
| +51% | +$235K | 0.56% | 36 |
|
|
2018
Q2 | $412K | Buy |
11,988
+510
| +4% | +$17.4K | 0.37% | 54 |
|
|
2018
Q1 | $386K | Buy |
11,478
+102
| +0.9% | +$3.51K | 0.42% | 52 |
|
|
2017
Q4 | $390K | Buy |
+11,376
| New | +$388K | 0.35% | 49 |
|
Other funds holding PFE
VCM
VPM
Kiley Juergens Wealth Management's PFE Position: Q1 2026 in Review
Kiley Juergens Wealth Management reduced its Pfizer (PFE) stake by 8.4% in Q1 2026, selling an estimated $53.8K and leaving 22,106 shares worth $621K. The position accounts for 0.11% of the portfolio, ranked #124.
Kiley Juergens Wealth Management first reported a position in PFE in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.48M in Q4 2022. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Kiley Juergens Wealth Management held 22,106 shares of Pfizer worth $621K as of Q1 2026.
- Kiley Juergens Wealth Management sold 2,022 Pfizer shares in Q1 2026, an estimated $53.8K.
- Pfizer made up 0.11% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #124 holding.
- Kiley Juergens Wealth Management first reported a position in Pfizer in Q4 2017 and has held it in 34 quarters since.
- Kiley Juergens Wealth Management's Pfizer position peaked at $1.48M in Q4 2022.
- 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.