Paragon Private Wealth Management’s Pfizer PFE Stock Holding History

Paragon Private Wealth Management’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	$252K	Buy	8,974 +141	+2%	+$3.75K	0.08%	199
2025 Q4	$220K	Buy	+8,833	New	+$223K	0.07%	204
2023 Q1	–	Sell	-5,115	Closed	-$262K	–	135
2022 Q4	$262K	Hold	5,115	–	–	0.24%	108
2022 Q3	$233K	Sell	5,115 -627	-11%	-$30.5K	0.23%	108
2022 Q2	$301K	Hold	5,742	–	–	0.32%	83
2022 Q1	$306K	Sell	5,742 -5	-0.1%	-$259	0.3%	80
2021 Q4	$339K	Buy	+5,747	New	+$285K	0.3%	82

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

Paragon Private Wealth Management's PFE Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Pfizer (PFE) stake by 1.6% in Q1 2026, buying an estimated $3.75K and bringing the position to 8,974 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #199.

Paragon Private Wealth Management first reported a position in PFE in Q4 2021 and has held it in 7 quarters since. The position peaked at $339K in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Paragon Private Wealth Management held 8,974 shares of Pfizer worth $252K as of Q1 2026.
Paragon Private Wealth Management bought 141 Pfizer shares in Q1 2026, an estimated $3.75K.
Pfizer made up 0.08% of Paragon Private Wealth Management's portfolio in Q1 2026, its #199 holding.
Paragon Private Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 7 quarters since.
Paragon Private Wealth Management's Pfizer position peaked at $339K in Q4 2021.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.