Merited Wealth’s Pfizer PFE Stock Holding History

Merited Wealth’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	-2,125	Closed	-$52.9K	–	228
2025 Q4	$52.9K	Buy	+2,125	New	+$53.6K	0.05%	118

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Merited Wealth's PFE Position: Q1 2026 in Review

Merited Wealth sold out of Pfizer (PFE) in Q1 2026, closing a stake of 2,125 shares — an estimated $52.9K sold.

Merited Wealth first reported a position in PFE in Q4 2025 and held it in 1 quarter. The position peaked at $52.9K in Q4 2025. 2,952 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Merited Wealth reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 2,125 Pfizer shares in Q1 2026, an estimated $52.9K.
Merited Wealth first reported a position in Pfizer in Q4 2025 and held it in 1 quarter.
Merited Wealth's Pfizer position peaked at $52.9K in Q4 2025.
2,952 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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