PWM
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Perigon Wealth Management’s Pfizer PFE Stock Holding History

Perigon 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 		$4.19M Buy
149,364
+6,234
+4% +$166K 0.08% 242
2025
Q4 		$3.56M Sell
143,130
-7,241
-5% -$183K 0.06% 257
2025
Q3 		$3.83M Buy
150,371
+27,728
+23% +$684K 0.08% 240
2025
Q2 		$2.97M Buy
122,643
+4,282
+4% +$99.9K 0.07% 264
2025
Q1 		$3M Buy
118,361
+5,857
+5% +$153K 0.08% 249
2024
Q4 		$2.98M Sell
112,504
-14,869
-12% -$403K 0.07% 246
2024
Q3 		$3.69M Buy
127,373
+7,779
+7% +$227K 0.1% 197
2024
Q2 		$3.35M Sell
119,594
-19,404
-14% -$534K 0.1% 186
2024
Q1 		$3.86M Buy
138,998
+19,256
+16% +$534K 0.12% 165
2023
Q4 		$3.45M Sell
119,742
-47,583
-28% -$1.44M 0.11% 163
2023
Q3 		$5.55M Sell
167,325
-5,041
-3% -$178K 0.22% 105
2023
Q2 		$6.32M Buy
172,366
+106,516
+162% +$4.15M 0.25% 98
2023
Q1 		$2.69M Sell
65,850
-3,338
-5% -$144K 0.15% 139
2022
Q4 		$3.55M Buy
69,188
+25,899
+60% +$1.24M 0.22% 108
2022
Q3 		$1.89M Sell
43,289
-1,306
-3% -$63.5K 0.16% 127
2022
Q2 		$2.34M Buy
44,595
+3,261
+8% +$166K 0.2% 112
2022
Q1 		$2.14M Buy
41,334
+334
+0.8% +$17.3K 0.15% 127
2021
Q4 		$2.42M Buy
41,000
+9,354
+30% +$463K 0.17% 111
2021
Q3 		$1.36M Sell
31,646
-734
-2% -$32.5K 0.12% 160
2021
Q2 		$1.27M Sell
32,380
-6,073
-16% -$236K 0.11% 165
2021
Q1 		$1.39M Sell
38,453
-5,647
-13% -$201K 0.14% 138
2020
Q4 		$1.62M Buy
44,100
+7,452
+20% +$273K 0.19% 96
2020
Q3 		$1.28M Buy
36,648
+20,071
+121% +$704K 0.18% 98
2020
Q2 		$514K Sell
16,577
-661
-4% -$22.5K 0.08% 196
2020
Q1 		$579K Buy
17,238
+6,667
+63% +$227K 0.11% 150
2019
Q4 		$390K Sell
10,571
-2,234
-17% -$79.6K 0.08% 166
2019
Q3 		$443K Sell
12,805
-1,871
-13% -$68K 0.1% 134
2019
Q2 		$603K Sell
14,676
-1,106
-7% -$43.9K 0.14% 107
2019
Q1 		$593K Hold
15,782
– – 0.14% 107
2018
Q4 		$609K Buy
15,782
+6,349
+67% +$264K 0.16% 108
2018
Q3 		$394K Sell
9,433
-10,891
-54% -$419K 0.1% 140
2018
Q2 		$700K Buy
20,324
+13,613
+203% +$465K 0.21% 98
2018
Q1 		$226K Buy
6,711
+481
+8% +$16.5K 0.08% 155
2017
Q4 		$214K Sell
6,230
-14,475
-70% -$494K 0.08% 141
2017
Q3 		$701K Sell
20,705
-46,836
-69% -$1.51M 0.23% 89
2017
Q2 		$2.15M Sell
67,541
-3,724
-5% -$117K 0.47% 64
2017
Q1 		$2.31M Buy
71,265
+2,239
+3% +$70.6K 0.49% 61
2016
Q4 		$2.26M Buy
+69,026
New +$2.11M 0.49% 63
2016
Q3 		– Sell
-45,733
Closed -$1.53M – 629
2016
Q2 		$1.53M Buy
45,733
+7,123
+18% +$227K 0.41% 75
2016
Q1 		$1.16M Hold
38,610
– – 0.36% 73
2015
Q4 		$1.18M Buy
38,610
+3,505
+10% +$110K 0.33% 86
2015
Q3 		$1.05M Buy
35,105
+997
+3% +$32K 0.31% 90
2015
Q2 		$1.08M Buy
34,108
+643
+2% +$21K 0.29% 89
2015
Q1 		$1.1M Sell
33,465
-52,484
-61% -$1.67M 0.3% 80
2014
Q4 		$2.54M Buy
85,949
+277
+0.3% +$7.94K 0.76% 32
2014
Q3 		$2.4M Buy
85,672
+1,088
+1% +$30.5K 0.72% 38
2014
Q2 		$2.38M Buy
84,584
+75,936
+878% +$2.16M 0.68% 44
2014
Q1 		$264K Sell
8,648
-1,476
-15% -$44K 0.15% 113
2013
Q4 		$294K Buy
+10,124
New +$295K 0.16% 104

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

Perigon Wealth Management's PFE Position: Q1 2026 in Review

Perigon Wealth Management increased its Pfizer (PFE) stake by 4.4% in Q1 2026, buying an estimated $166K and bringing the position to 149,364 shares worth $4.19M. The position accounts for 0.08% of the portfolio, ranked #242.

Perigon Wealth Management first reported a position in PFE in Q4 2013 and has held it in 49 quarters since. The position peaked at $6.32M in Q2 2023. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Perigon Wealth Management held 149,364 shares of Pfizer worth $4.19M as of Q1 2026.
  • Perigon Wealth Management bought 6,234 Pfizer shares in Q1 2026, an estimated $166K.
  • Pfizer made up 0.08% of Perigon Wealth Management's portfolio in Q1 2026, its #242 holding.
  • Perigon Wealth Management first reported a position in Pfizer in Q4 2013 and has held it in 49 quarters since.
  • Perigon Wealth Management's Pfizer position peaked at $6.32M in Q2 2023.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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