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Medallion Wealth Advisors’s Pfizer PFE Stock Holding History

Medallion Wealth Advisors’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 		$500K Buy
17,792
+1,346
+8% +$35.8K 0.16% 128
2025
Q4 		$409K Sell
16,446
-231
-1% -$5.83K 0.14% 149
2025
Q3 		$425K Sell
16,677
-954
-5% -$23.5K 0.15% 141
2025
Q2 		$439K Buy
17,631
+1,098
+7% +$25.6K 0.17% 129
2025
Q1 		$408K Buy
16,533
+2,230
+16% +$58.4K 0.19% 120
2024
Q4 		$376K Buy
+14,303
New +$388K 0.19% 119

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

Medallion Wealth Advisors's PFE Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Pfizer (PFE) stake by 8.2% in Q1 2026, buying an estimated $35.8K and bringing the position to 17,792 shares worth $500K. The position accounts for 0.16% of the portfolio, ranked #128.

Medallion Wealth Advisors first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Medallion Wealth Advisors held 17,792 shares of Pfizer worth $500K as of Q1 2026.
  • Medallion Wealth Advisors bought 1,346 Pfizer shares in Q1 2026, an estimated $35.8K.
  • Pfizer made up 0.16% of Medallion Wealth Advisors's portfolio in Q1 2026, its #128 holding.
  • Medallion Wealth Advisors first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.