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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
2018
Q3 		– Sell
-422
Closed -$1K – 442
2018
Q2 		$1K Sell
422
-632
-60% -$21.6K ﹤0.01% 374
2018
Q1 		$3K Buy
+1,054
New +$36.2K ﹤0.01% 334
2017
Q4 		– Sell
-527
Closed -$1K – 427
2017
Q3 		$1K Sell
527
-632
-55% -$20.3K ﹤0.01% 352
2017
Q2 		$3K Hold
1,159
– – ﹤0.01% 305
2017
Q1 		$3K Buy
+1,159
New +$36.5K ﹤0.01% 269

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.