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Oak Harbor Wealth Partners’s Pfizer PFE Stock Holding History

Oak Harbor Wealth Partners’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 		$1.88M Buy
66,986
+1,960
+3% +$52.2K 0.44% 61
2025
Q4 		$1.62M Buy
65,026
+650
+1% +$16.4K 0.39% 64
2025
Q3 		$1.64M Sell
64,376
-1,738
-3% -$42.9K 0.41% 58
2025
Q2 		$1.6M Sell
66,114
-728
-1% -$17K 0.43% 57
2025
Q1 		$1.69M Buy
66,842
+1,050
+2% +$27.5K 0.48% 51
2024
Q4 		$1.75M Sell
65,792
-8,036
-11% -$218K 0.51% 51
2024
Q3 		$2.14M Buy
73,828
+2,375
+3% +$69.3K 0.61% 43
2024
Q2 		$2M Buy
71,453
+549
+0.8% +$15.1K 0.63% 43
2024
Q1 		$1.97M Buy
70,904
+11
+0% +$305 0.61% 46
2023
Q4 		$2.04M Buy
70,893
+1,306
+2% +$39.5K 0.69% 42
2023
Q3 		$2.31M Sell
69,587
-1,292
-2% -$45.7K 0.82% 34
2023
Q2 		$2.6M Buy
70,879
+2
+0% +$78 0.89% 32
2023
Q1 		$2.89M Buy
70,877
+404
+0.6% +$17.4K 1.05% 26
2022
Q4 		$3.61M Buy
70,473
+102
+0.1% +$4.89K 1.38% 21
2022
Q3 		$3.08M Buy
70,371
+204
+0.3% +$9.91K 1.21% 22
2022
Q2 		$3.68M Sell
70,167
-297
-0.4% -$15.1K 1.47% 19
2022
Q1 		$3.65M Buy
70,464
+203
+0.3% +$10.5K 1.2% 24
2021
Q4 		$4.15M Buy
+70,261
New +$3.48M 1.43% 17

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

Oak Harbor Wealth Partners's PFE Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Pfizer (PFE) stake by 3% in Q1 2026, buying an estimated $52.2K and bringing the position to 66,986 shares worth $1.88M. The position accounts for 0.44% of the portfolio, ranked #61.

Oak Harbor Wealth Partners first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.15M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Oak Harbor Wealth Partners held 66,986 shares of Pfizer worth $1.88M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 1,960 Pfizer shares in Q1 2026, an estimated $52.2K.
  • Pfizer made up 0.44% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #61 holding.
  • Oak Harbor Wealth Partners first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Pfizer position peaked at $4.15M in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.