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Meridian Wealth Advisors’s Pfizer PFE Stock Holding History

Meridian 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 		$1.25M Buy
44,643
+692
+2% +$18.4K 0.17% 84
2025
Q4 		$1.09M Buy
43,951
+6,020
+16% +$152K 0.15% 86
2025
Q3 		$966K Sell
37,931
-612
-2% -$15.1K 0.14% 86
2025
Q2 		$934K Sell
38,543
-282
-0.7% -$6.58K 0.15% 86
2025
Q1 		$984K Sell
38,825
-691
-2% -$18.1K 0.17% 78
2024
Q4 		$1.05M Sell
39,516
-959
-2% -$26K 0.17% 78
2024
Q3 		$1.17M Buy
40,475
+1,039
+3% +$30.3K 0.2% 74
2024
Q2 		$1.1M Buy
39,436
+23,958
+155% +$660K 0.2% 76
2024
Q1 		$430K Sell
15,478
-2,711
-15% -$75.2K 0.08% 120
2023
Q4 		$524K Sell
18,189
-2,377
-12% -$71.9K 0.11% 107
2023
Q3 		$682K Sell
20,566
-2,097
-9% -$74.2K 0.17% 90
2023
Q2 		$831K Sell
22,663
-4,614
-17% -$180K 0.2% 84
2023
Q1 		$1.11M Sell
27,277
-24
-0.1% -$1.04K 0.28% 72
2022
Q4 		$1.4M Sell
27,301
-641
-2% -$30.7K 0.36% 65
2022
Q3 		$1.22M Buy
27,942
+2,227
+9% +$108K 0.34% 65
2022
Q2 		$1.35M Buy
25,715
+3,348
+15% +$171K 0.36% 65
2022
Q1 		$1.16M Buy
22,367
+4,273
+24% +$222K 0.27% 76
2021
Q4 		$1.07M Sell
18,094
-137
-0.8% -$6.79K 0.26% 83
2021
Q3 		$784K Buy
18,231
+489
+3% +$21.7K 0.22% 90
2021
Q2 		$695K Buy
17,742
+4,525
+34% +$176K 0.2% 97
2021
Q1 		$479K Sell
13,217
-224
-2% -$7.95K 0.16% 112
2020
Q4 		$495K Sell
13,441
-989
-7% -$36.3K 0.18% 102
2020
Q3 		$502K Sell
14,430
-815
-5% -$28.6K 0.22% 97
2020
Q2 		$473K Sell
15,245
-13,231
-46% -$449K 0.22% 93
2020
Q1 		$882K Buy
28,476
+375
+1% +$12.8K 0.49% 43
2019
Q4 		$1.04M Sell
28,101
-421
-1% -$15K 0.41% 45
2019
Q3 		$972K Buy
28,522
+282
+1% +$10.3K 0.42% 47
2019
Q2 		$1.18M Sell
28,240
-430
-1% -$17.1K 0.82% 23
2019
Q1 		$1.16M Buy
28,670
+567
+2% +$22.7K 0.84% 23
2018
Q4 		$1.16M Buy
+28,103
New +$1.17M 0.89% 20

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

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

Meridian Wealth Advisors increased its Pfizer (PFE) stake by 1.6% in Q1 2026, buying an estimated $18.4K and bringing the position to 44,643 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #84.

Meridian Wealth Advisors first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.4M in Q4 2022. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Meridian Wealth Advisors held 44,643 shares of Pfizer worth $1.25M as of Q1 2026.
  • Meridian Wealth Advisors bought 692 Pfizer shares in Q1 2026, an estimated $18.4K.
  • Pfizer made up 0.17% of Meridian Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Meridian Wealth Advisors first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Pfizer position peaked at $1.4M in Q4 2022.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.