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McKinley Carter Wealth Services’s Pfizer PFE Stock Holding History

McKinley Carter Wealth Services’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 		– Sell
-8,701
Closed -$217K – 325
2025
Q4 		$217K Sell
8,701
-1,282
-13% -$32.3K 0.01% 307
2025
Q3 		$254K Buy
+9,983
New +$246K 0.01% 289
2025
Q2 		– Sell
-8,930
Closed -$226K – 316
2025
Q1 		$226K Sell
8,930
-962
-10% -$25.2K 0.01% 287
2024
Q4 		$262K Sell
9,892
-2,015
-17% -$54.7K 0.02% 258
2024
Q3 		$345K Sell
11,907
-339
-3% -$9.89K 0.02% 246
2024
Q2 		$343K Sell
12,246
-2,197
-15% -$60.5K 0.02% 243
2024
Q1 		$401K Sell
14,443
-427
-3% -$11.8K 0.03% 227
2023
Q4 		$428K Sell
14,870
-4,329
-23% -$131K 0.03% 217
2023
Q3 		$637K Sell
19,199
-44,548
-70% -$1.58M 0.05% 178
2023
Q2 		$2.34M Buy
63,747
+360
+0.6% +$14K 0.18% 98
2023
Q1 		$2.59M Sell
63,387
-774
-1% -$33.4K 0.2% 87
2022
Q4 		$3.29M Buy
64,161
+3,412
+6% +$164K 0.28% 75
2022
Q3 		$2.66M Sell
60,749
-3,643
-6% -$177K 0.25% 74
2022
Q2 		$3.38M Buy
64,392
+792
+1% +$40.4K 0.3% 67
2022
Q1 		$3.29M Buy
63,600
+1,983
+3% +$103K 0.26% 73
2021
Q4 		$3.64M Sell
61,617
-1,354
-2% -$67.1K 0.27% 73
2021
Q3 		$2.71M Sell
62,971
-344
-0.5% -$15.2K 0.22% 89
2021
Q2 		$2.48M Buy
63,315
+585
+0.9% +$22.7K 0.21% 91
2021
Q1 		$2.27M Buy
62,730
+2,705
+5% +$96K 0.19% 97
2020
Q4 		$2.21M Buy
60,025
+12,427
+26% +$456K 0.29% 83
2020
Q3 		$1.66M Buy
47,598
+2,192
+5% +$76.9K 0.37% 56
2020
Q2 		$1.41M Buy
45,406
+2,249
+5% +$76.4K 0.35% 60
2020
Q1 		$1.34M Buy
43,157
+3,503
+9% +$119K 0.4% 54
2019
Q4 		$1.47M Buy
39,654
+1,202
+3% +$42.8K 0.34% 64
2019
Q3 		$1.31M Buy
38,452
+1,887
+5% +$68.6K 0.34% 68
2019
Q2 		$1.5M Buy
36,565
+633
+2% +$25.1K 0.4% 57
2019
Q1 		$1.45M Buy
35,932
+2,079
+6% +$83.3K 0.41% 57
2018
Q4 		$1.4M Buy
33,853
+1,170
+4% +$48.6K 0.46% 58
2018
Q3 		$1.37M Sell
32,683
-420
-1% -$16.2K 0.41% 59
2018
Q2 		$1.14M Buy
33,103
+2,302
+7% +$78.7K 0.37% 63
2018
Q1 		$1.04M Buy
30,801
+4,538
+17% +$156K 0.34% 62
2017
Q4 		$902K Sell
26,263
-2,847
-10% -$97.1K 0.31% 67
2017
Q3 		$986K Buy
29,110
+150
+0.5% +$4.82K 0.38% 60
2017
Q2 		$923K Sell
28,960
-98
-0.3% -$3.09K 0.41% 56
2017
Q1 		$943K Sell
29,058
-711
-2% -$22.4K 0.44% 53
2016
Q4 		$917K Buy
29,769
+379
+1% +$11.6K 0.46% 55
2016
Q3 		$944K Sell
29,390
-335
-1% -$11.2K 0.49% 51
2016
Q2 		$993K Sell
29,725
-1,583
-5% -$50.5K 0.52% 51
2016
Q1 		$880K Buy
31,308
+540
+2% +$15.4K 0.49% 55
2015
Q4 		$942K Sell
30,768
-102
-0.3% -$3.21K 0.54% 52
2015
Q3 		$920K Sell
30,870
-865
-3% -$27.7K 0.57% 52
2015
Q2 		$1.01M Sell
31,735
-2,904
-8% -$94.6K 0.55% 56
2015
Q1 		$1.14M Buy
34,639
+3,049
+10% +$96.9K 0.74% 44
2014
Q4 		$934K Sell
31,590
-2,227
-7% -$63.9K 0.73% 44
2014
Q3 		$949K Sell
33,817
-3,314
-9% -$93K 0.9% 40
2014
Q2 		$1.05M Sell
37,131
-727
-2% -$20.7K 1.1% 35
2014
Q1 		$1.15M Sell
37,858
-35,729
-49% -$1.07M 1.26% 35
2013
Q4 		$2.14M Sell
73,587
-18,438
-20% -$537K 2.08% 10
2013
Q3 		$2.51M Buy
92,025
+4,859
+6% +$132K 2.97% 8
2013
Q2 		$2.32M Buy
+87,166
New +$2.41M 3.5% 7

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

McKinley Carter Wealth Services's PFE Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of Pfizer (PFE) in Q1 2026, closing a stake of 8,701 shares — an estimated $217K sold.

McKinley Carter Wealth Services first reported a position in PFE in Q2 2013 and held it in 50 quarters. The position peaked at $3.64M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • McKinley Carter Wealth Services reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 8,701 Pfizer shares in Q1 2026, an estimated $217K.
  • McKinley Carter Wealth Services first reported a position in Pfizer in Q2 2013 and held it in 50 quarters.
  • McKinley Carter Wealth Services's Pfizer position peaked at $3.64M in Q4 2021.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.