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Mowery & Schoenfeld Wealth Management’s Pfizer PFE Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-63
Closed -$1.57K – 458
2025
Q4 		$1.57K Buy
+63
New +$1.59K ﹤0.01% 410
2025
Q2 		– Sell
-839
Closed -$21.3K – 448
2025
Q1 		$21.3K Sell
839
-575
-41% -$15K 0.04% 201
2024
Q4 		$37.5K Buy
1,414
+575
+69% +$15.6K 0.07% 125
2024
Q3 		$24.3K Sell
839
-410
-33% -$12K 0.04% 142
2024
Q2 		$34.9K Hold
1,249
– – 0.05% 120
2024
Q1 		$34.7K Buy
1,249
+410
+49% +$11.4K 0.07% 90
2023
Q4 		$24.2K Buy
+839
New +$25.4K 0.05% 94

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 $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PFE Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Pfizer (PFE) in Q1 2026, closing a stake of 63 shares — an estimated $1.57K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PFE in Q4 2023 and held it in 7 quarters. The position peaked at $37.5K in Q4 2024. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 63 Pfizer shares in Q1 2026, an estimated $1.57K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Pfizer in Q4 2023 and held it in 7 quarters.
  • Mowery & Schoenfeld Wealth Management's Pfizer position peaked at $37.5K in Q4 2024.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.