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Oxford Wealth Group’s Pfizer PFE Stock Holding History

Oxford Wealth Group’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 		$661K Sell
23,527
-3,466
-13% -$92.3K 0.36% 47
2025
Q4 		$672K Buy
+26,993
New +$681K 0.33% 49
2024
Q4 		$986K Sell
37,148
-685
-2% -$18.6K 0.64% 36
2024
Q3 		$1.09M Sell
37,833
-14,931
-28% -$436K 0.89% 33
2024
Q2 		$1.48M Sell
52,764
-5,764
-10% -$159K 1.01% 31
2024
Q1 		$1.62M Buy
+58,528
New +$1.62M 1.48% 15

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 $336B AUM 34.66% 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

Oxford Wealth Group's PFE Position: Q1 2026 in Review

Oxford Wealth Group reduced its Pfizer (PFE) stake by 13% in Q1 2026, selling an estimated $92.3K and leaving 23,527 shares worth $661K. The position accounts for 0.36% of the portfolio, ranked #47.

Oxford Wealth Group first reported a position in PFE in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q1 2024. 2,940 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Oxford Wealth Group held 23,527 shares of Pfizer worth $661K as of Q1 2026.
  • Oxford Wealth Group sold 3,466 Pfizer shares in Q1 2026, an estimated $92.3K.
  • Pfizer made up 0.36% of Oxford Wealth Group's portfolio in Q1 2026, its #47 holding.
  • Oxford Wealth Group first reported a position in Pfizer in Q1 2024 and has held it in 6 quarters since.
  • Oxford Wealth Group's Pfizer position peaked at $1.62M in Q1 2024.
  • 2,940 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.