NWF Advisory Services’s Pfizer PFE Stock Holding History

NWF Advisory Services’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	$1M	Sell	35,725 -983	-3%	-$26.2K	0.11%	131
2025 Q4	$914K	Buy	36,708 +3,124	+9%	+$78.8K	0.1%	137
2025 Q3	$856K	Sell	33,584 -4,072	-11%	-$101K	0.09%	150
2025 Q2	$913K	Buy	37,656 +1,162	+3%	+$27.1K	0.11%	137
2025 Q1	$925K	Sell	36,494 -5,994	-14%	-$157K	0.13%	113
2024 Q4	$1.13M	Sell	42,488 -75	-0.2%	-$2.03K	0.17%	81
2024 Q3	$1.23M	Sell	42,563 -3,775	-8%	-$110K	0.18%	95
2024 Q2	$1.3M	Sell	46,338 -227	-0.5%	-$6.25K	0.21%	81
2024 Q1	$1.29M	Buy	46,565 +5,792	+14%	+$161K	0.22%	85
2023 Q4	$1.17M	Buy	40,773 +2,615	+7%	+$79.1K	0.23%	81
2023 Q3	$1.27M	Sell	38,158 -297	-0.8%	-$10.5K	0.3%	67
2023 Q2	$1.41M	Hold	38,455	–	–	0.33%	60
2023 Q1	$1.41M	Buy	+38,455	New	+$1.66M	0.33%	60

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

NWF Advisory Services's PFE Position: Q1 2026 in Review

NWF Advisory Services reduced its Pfizer (PFE) stake by 2.7% in Q1 2026, selling an estimated $26.2K and leaving 35,725 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #131.

NWF Advisory Services first reported a position in PFE in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.41M in Q2 2023. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

NWF Advisory Services held 35,725 shares of Pfizer worth $1M as of Q1 2026.
NWF Advisory Services sold 983 Pfizer shares in Q1 2026, an estimated $26.2K.
Pfizer made up 0.11% of NWF Advisory Services's portfolio in Q1 2026, its #131 holding.
NWF Advisory Services first reported a position in Pfizer in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Pfizer position peaked at $1.41M in Q2 2023.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.