PWM
PFE icon

Partnership Wealth Management’s Pfizer PFE Stock Holding History

Partnership 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
Q3 		$840K Sell
29,452
-162
-0.5% -$4.31K 0.6% 33
2026
Q2 		$713K Hold
29,614
– – 0.48% 34
2026
Q1 		$832K Buy
29,614
+162
+0.6% +$4.31K 0.63% 33
2025
Q4 		$733K Hold
29,452
– – 0.53% 35
2025
Q3 		$750K Hold
29,452
– – 0.58% 33
2025
Q2 		$714K Hold
29,452
– – 0.58% 37
2025
Q1 		$746K Hold
29,452
– – 0.63% 35
2024
Q4 		$781K Hold
29,452
– – 0.65% 37
2024
Q3 		$852K Hold
29,452
– – 0.6% 35
2024
Q2 		$824K Hold
29,452
– – 0.61% 42
2024
Q1 		$817K Hold
29,452
– – 0.57% 50
2023
Q4 		$798K Buy
+29,452
New +$890K 0.6% 44

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Partnership Wealth Management's PFE Position: Q3 2026 in Review

Partnership Wealth Management reduced its Pfizer (PFE) stake by 0.55% in Q3 2026, selling an estimated $4.31K and leaving 29,452 shares worth $840K. The position accounts for 0.6% of the portfolio, ranked #33.

Partnership Wealth Management first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $852K in Q3 2024. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Partnership Wealth Management held 29,452 shares of Pfizer worth $840K as of Q3 2026.
  • Partnership Wealth Management sold 162 Pfizer shares in Q3 2026, an estimated $4.31K.
  • Pfizer made up 0.6% of Partnership Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Partnership Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • Partnership Wealth Management's Pfizer position peaked at $852K in Q3 2024.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.