Obermeyer Wealth Partners’s Pfizer PFE Stock Holding History

Obermeyer 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	$795K	Buy	28,295 +3,250	+13%	+$86.5K	0.04%	131
2025 Q4	$624K	Sell	25,045 -92	-0.4%	-$2.32K	0.03%	151
2025 Q3	$640K	Sell	25,137 -4,375	-15%	-$108K	0.03%	140
2025 Q2	$715K	Sell	29,512 -3,696	-11%	-$86.2K	0.04%	130
2025 Q1	$841K	Buy	33,208 +2,259	+7%	+$59.1K	0.04%	113
2024 Q4	$821K	Sell	30,949 -1,150	-4%	-$31.2K	0.04%	113
2024 Q3	$929K	Sell	32,099 -618	-2%	-$18K	0.05%	109
2024 Q2	$915K	Hold	32,717	–	–	0.05%	105
2024 Q1	$908K	Sell	32,717 -3,031	-8%	-$84.1K	0.05%	99
2023 Q4	$1.03M	Sell	35,748 -3,984	-10%	-$120K	0.07%	73
2023 Q3	$1.32M	Buy	39,732 +715	+2%	+$25.3K	0.1%	58
2023 Q2	$1.43M	Sell	39,017 -300	-0.8%	-$11.7K	0.1%	59
2023 Q1	$1.6M	Sell	39,317 -11,589	-23%	-$501K	0.12%	59
2022 Q4	$2.61M	Buy	50,906 +4,433	+10%	+$213K	0.2%	43
2022 Q3	$2.03M	Buy	46,473 +10,126	+28%	+$492K	0.16%	47
2022 Q2	$1.91M	Buy	36,347 +1,837	+5%	+$93.6K	0.14%	49
2022 Q1	$1.79M	Buy	34,510 +873	+3%	+$45.3K	0.11%	55
2021 Q4	$1.99M	Buy	33,637 +1,228	+4%	+$60.8K	0.11%	51
2021 Q3	$1.39M	Buy	32,409 +51	+0.2%	+$2.26K	0.08%	59
2021 Q2	$1.27M	Buy	32,358 +1,780	+6%	+$69.2K	0.07%	68
2021 Q1	$1.11M	Buy	30,578 +10,109	+49%	+$359K	0.07%	69
2020 Q4	$753K	Buy	20,469 +1,861	+10%	+$68.3K	0.05%	68
2020 Q3	$648K	Buy	18,608 +2,370	+15%	+$83.1K	0.05%	70
2020 Q2	$504K	Buy	16,238 +7,085	+77%	+$241K	0.04%	79
2020 Q1	$283K	Sell	9,153 -1,391	-13%	-$47.4K	0.03%	93
2019 Q4	$392K	Sell	10,544 -665	-6%	-$23.7K	0.03%	90
2019 Q3	$382K	Buy	11,209 +2,159	+24%	+$78.5K	0.04%	89
2019 Q2	$372K	Buy	9,050 +950	+12%	+$37.7K	0.03%	90
2019 Q1	$326K	Sell	8,100 -852	-10%	-$34.1K	0.03%	91
2018 Q4	$371K	Hold	8,952	–	–	0.04%	85
2018 Q3	$374K	Buy	8,952 +1,484	+20%	+$57.1K	0.03%	88
2018 Q2	$257K	Hold	7,468	–	–	0.02%	97
2018 Q1	$251K	Sell	7,468 -4,333	-37%	-$149K	0.02%	101
2017 Q4	$406K	Buy	11,801 +1,443	+14%	+$49.2K	0.04%	89
2017 Q3	$351K	Sell	10,358 -2,434	-19%	-$78.2K	0.03%	88
2017 Q2	$408K	Sell	12,792 -833	-6%	-$26.3K	0.04%	87
2017 Q1	$442K	Hold	13,625	–	–	0.04%	90
2016 Q4	$420K	Sell	13,625 -1,179	-8%	-$36K	0.04%	89
2016 Q3	$476K	Buy	14,804 +7,777	+111%	+$260K	0.05%	79
2016 Q2	$235K	Buy	+7,027	New	+$224K	0.02%	116
2016 Q1	–	Sell	-7,026	Closed	-$215K	–	130
2015 Q4	$215K	Buy	+7,026	New	+$221K	0.02%	113
2013 Q3	–	Sell	-2,267	Closed	-$60K	–	215
2013 Q2	$60K	Buy	+2,267	New	+$62.6K	0.02%	110

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

Obermeyer Wealth Partners's PFE Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Pfizer (PFE) stake by 13% in Q1 2026, buying an estimated $86.5K and bringing the position to 28,295 shares worth $795K. The position accounts for 0.04% of the portfolio, ranked #131.

Obermeyer Wealth Partners first reported a position in PFE in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.61M in Q4 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Obermeyer Wealth Partners held 28,295 shares of Pfizer worth $795K as of Q1 2026.
Obermeyer Wealth Partners bought 3,250 Pfizer shares in Q1 2026, an estimated $86.5K.
Pfizer made up 0.04% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #131 holding.
Obermeyer Wealth Partners first reported a position in Pfizer in Q2 2013 and has held it in 42 quarters since.
Obermeyer Wealth Partners's Pfizer position peaked at $2.61M in Q4 2022.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.