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MPWM Advisory Solutions’s Pfizer PFE Stock Holding History

MPWM Advisory Solutions’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 		$184K Sell
6,538
-12
-0.2% -$319 0.1% 107
2025
Q4 		$163K Buy
6,550
+1,821
+39% +$45.9K 0.09% 101
2025
Q3 		$121K Sell
4,729
-1,570
-25% -$38.8K 0.07% 106
2025
Q2 		$153K Sell
6,299
-347
-5% -$8.09K 0.1% 93
2025
Q1 		$168K Buy
6,646
+825
+14% +$21.6K 0.12% 74
2024
Q4 		$154K Buy
+5,821
New +$158K 0.11% 82

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

MPWM Advisory Solutions's PFE Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Pfizer (PFE) stake by 0.18% in Q1 2026, selling an estimated $319 and leaving 6,538 shares worth $184K. The position accounts for 0.1% of the portfolio, ranked #107.

MPWM Advisory Solutions first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • MPWM Advisory Solutions held 6,538 shares of Pfizer worth $184K as of Q1 2026.
  • MPWM Advisory Solutions sold 12 Pfizer shares in Q1 2026, an estimated $319.
  • Pfizer made up 0.1% of MPWM Advisory Solutions's portfolio in Q1 2026, its #107 holding.
  • MPWM Advisory Solutions first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.