Meriwether Wealth & Planning’s Pfizer PFE Stock Holding History

Meriwether Wealth & Planning’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 Q3	$198K	Sell	6,946 -1,834	-21%	-$48.8K	0.09%	116
2026 Q2	$211K	Sell	8,780 -2,799	-24%	-$73.2K	0.1%	117
2026 Q1	$325K	Buy	11,579 +632	+6%	+$16.8K	0.18%	86
2025 Q4	$273K	Buy	+10,947	New	+$276K	0.15%	90
2025 Q3	–	Sell	-8,615	Closed	-$209K	–	131
2025 Q2	$209K	Sell	8,615 -685	-7%	-$16K	0.13%	120
2025 Q1	$236K	Buy	9,300 +798	+9%	+$20.9K	0.15%	103
2024 Q4	$226K	Buy	+8,502	New	+$231K	0.16%	104

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Meriwether Wealth & Planning's PFE Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Pfizer (PFE) stake by 21% in Q3 2026, selling an estimated $48.8K and leaving 6,946 shares worth $198K. The position accounts for 0.09% of the portfolio, ranked #116.

Meriwether Wealth & Planning first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q1 2026. 655 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Meriwether Wealth & Planning held 6,946 shares of Pfizer worth $198K as of Q3 2026.
Meriwether Wealth & Planning sold 1,834 Pfizer shares in Q3 2026, an estimated $48.8K.
Pfizer made up 0.09% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #116 holding.
Meriwether Wealth & Planning first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Pfizer position peaked at $325K in Q1 2026.
655 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.