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Kingsview Wealth Management’s Pfizer PFE Stock Holding History

Kingsview 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 		$6.21M Buy
221,263
+4,848
+2% +$129K 0.08% 256
2025
Q4 		$5.39M Buy
216,415
+34,924
+19% +$881K 0.08% 265
2025
Q3 		$4.62M Buy
181,491
+14,840
+9% +$366K 0.07% 283
2025
Q2 		$4.04M Sell
166,651
-15,216
-8% -$355K 0.07% 285
2025
Q1 		$4.61M Buy
181,867
+22,586
+14% +$591K 0.09% 229
2024
Q4 		$4.23M Buy
159,281
+35,652
+29% +$967K 0.08% 226
2024
Q3 		$3.58M Sell
123,629
-171,822
-58% -$5.01M 0.08% 246
2024
Q2 		$8.27M Buy
295,451
+203,992
+223% +$5.62M 0.2% 109
2024
Q1 		$2.54M Sell
91,459
-6,378
-7% -$177K 0.06% 288
2023
Q4 		$2.82M Sell
97,837
-12,132
-11% -$367K 0.08% 218
2023
Q3 		$3.65M Buy
109,969
+6,202
+6% +$219K 0.13% 183
2023
Q2 		$3.81M Sell
103,767
-941
-0.9% -$36.6K 0.15% 151
2023
Q1 		$4.27M Sell
104,708
-2,421
-2% -$105K 0.18% 124
2022
Q4 		$5.49M Buy
107,129
+9,859
+10% +$473K 0.24% 104
2022
Q3 		$4.26M Buy
97,270
+7,526
+8% +$366K 0.2% 120
2022
Q2 		$4.71M Sell
89,744
-31,931
-26% -$1.63M 0.23% 114
2022
Q1 		$6.3M Buy
121,675
+3,237
+3% +$168K 0.28% 86
2021
Q4 		$6.99M Buy
118,438
+38,306
+48% +$1.9M 0.29% 77
2021
Q3 		$3.45M Buy
80,132
+1,682
+2% +$74.5K 0.16% 144
2021
Q2 		$3.1M Buy
78,450
+2,448
+3% +$95.2K 0.15% 146
2021
Q1 		$2.76M Sell
76,002
-11,823
-13% -$420K 0.16% 141
2020
Q4 		$3.23M Buy
87,825
+7,903
+10% +$290K 0.23% 103
2020
Q3 		$2.78M Buy
79,922
+14,824
+23% +$520K 0.25% 97
2020
Q2 		$2.02M Sell
65,098
-52,592
-45% -$1.79M 0.2% 126
2020
Q1 		$3.65M Buy
117,690
+16,576
+16% +$565K 0.49% 60
2019
Q4 		$3.76M Buy
101,114
+5,481
+6% +$195K 0.47% 62
2019
Q3 		$3.26M Buy
95,633
+2,103
+2% +$76.5K 0.51% 56
2019
Q2 		$3.84M Buy
93,530
+2,059
+2% +$81.8K 0.65% 38
2019
Q1 		$3.69M Buy
91,471
+9,314
+11% +$373K 0.56% 45
2018
Q4 		$3.4M Buy
82,157
+7,388
+10% +$307K 0.74% 32
2018
Q3 		$3.13M Buy
74,769
+6,007
+9% +$231K 0.63% 42
2018
Q2 		$2.37M Buy
68,762
+3,688
+6% +$126K 0.57% 53
2018
Q1 		$2.19M Buy
65,074
+56,534
+662% +$1.94M 0.54% 57
2017
Q4 		$293K Sell
8,540
-1,706
-17% -$58.2K 0.1% 246
2017
Q3 		$347K Buy
10,246
+3,722
+57% +$120K 0.15% 190
2017
Q2 		$208K Sell
6,524
-1,427
-18% -$45K 0.11% 234
2017
Q1 		$258K Buy
+7,951
New +$251K 0.15% 193

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

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

Kingsview Wealth Management increased its Pfizer (PFE) stake by 2.2% in Q1 2026, buying an estimated $129K and bringing the position to 221,263 shares worth $6.21M. The position accounts for 0.08% of the portfolio, ranked #256.

Kingsview Wealth Management first reported a position in PFE in Q1 2017 and has held it in 37 quarters since. The position peaked at $8.27M in Q2 2024. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Kingsview Wealth Management held 221,263 shares of Pfizer worth $6.21M as of Q1 2026.
  • Kingsview Wealth Management bought 4,848 Pfizer shares in Q1 2026, an estimated $129K.
  • Pfizer made up 0.08% of Kingsview Wealth Management's portfolio in Q1 2026, its #256 holding.
  • Kingsview Wealth Management first reported a position in Pfizer in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Pfizer position peaked at $8.27M in Q2 2024.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.