PWP
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Perfromance Wealth Partners’s Pfizer PFE Stock Holding History

Perfromance 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 		$262K Sell
9,337
-175
-2% -$4.66K 0.01% 175
2025
Q4 		$237K Buy
+9,512
New +$240K 0.01% 184
2025
Q3 		– Sell
-9,568
Closed -$232K – 208
2025
Q2 		$232K Sell
9,568
-222
-2% -$5.18K 0.01% 169
2025
Q1 		$248K Buy
9,790
+1,534
+19% +$40.1K 0.01% 149
2024
Q4 		$219K Sell
8,256
-693
-8% -$18.8K 0.01% 171
2024
Q3 		$259K Sell
8,949
-2,224
-20% -$64.9K 0.01% 161
2024
Q2 		$313K Buy
11,173
+1,373
+14% +$37.8K 0.01% 118
2024
Q1 		$272K Sell
9,800
-1,106
-10% -$30.7K 0.01% 131
2023
Q4 		$314K Sell
10,906
-1,408
-11% -$42.6K 0.01% 129
2023
Q3 		$408K Sell
12,314
-1,500
-11% -$53K 0.02% 118
2023
Q2 		$504K Buy
13,814
+3,722
+37% +$145K 0.02% 116
2023
Q1 		$412K Sell
10,092
-1,552
-13% -$67K 0.02% 124
2022
Q4 		$597K Sell
11,644
-897
-7% -$43K 0.04% 92
2022
Q3 		$549K Sell
12,541
-47
-0.4% -$2.28K 0.03% 94
2022
Q2 		$660K Sell
12,588
-634
-5% -$32.3K 0.04% 86
2022
Q1 		$684K Buy
13,222
+1,236
+10% +$64.1K 0.03% 97
2021
Q4 		$708K Buy
+11,986
New +$594K 0.03% 100

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

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

Perfromance Wealth Partners reduced its Pfizer (PFE) stake by 1.8% in Q1 2026, selling an estimated $4.66K and leaving 9,337 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #175.

Perfromance Wealth Partners first reported a position in PFE in Q4 2021 and has held it in 17 quarters since. The position peaked at $708K in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Perfromance Wealth Partners held 9,337 shares of Pfizer worth $262K as of Q1 2026.
  • Perfromance Wealth Partners sold 175 Pfizer shares in Q1 2026, an estimated $4.66K.
  • Pfizer made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #175 holding.
  • Perfromance Wealth Partners first reported a position in Pfizer in Q4 2021 and has held it in 17 quarters since.
  • Perfromance Wealth Partners's Pfizer position peaked at $708K in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.