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Physician Wealth Advisors’s Pfizer PFE Stock Holding History

Physician Wealth Advisors’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 		$295K Buy
10,522
+997
+10% +$26.5K 0.04% 150
2025
Q4 		$237K Buy
9,525
+418
+5% +$10.5K 0.03% 175
2025
Q3 		$232K Buy
9,107
+121
+1% +$2.99K 0.03% 171
2025
Q2 		$218K Buy
8,986
+363
+4% +$8.47K 0.03% 172
2025
Q1 		$219K Sell
8,623
-58
-0.7% -$1.52K 0.04% 166
2024
Q4 		$230K Sell
8,681
-251
-3% -$6.81K 0.04% 162
2024
Q3 		$263K Sell
8,932
-1,200
-12% -$35K 0.05% 152
2024
Q2 		$299K Buy
10,132
+166
+2% +$4.57K 0.06% 126
2024
Q1 		$256K Sell
9,966
-605
-6% -$16.8K 0.05% 138
2023
Q4 		$299K Buy
10,571
+509
+5% +$15.4K 0.07% 121
2023
Q3 		$334K Buy
10,062
+540
+6% +$19.1K 0.09% 99
2023
Q2 		$349K Buy
9,522
+91
+1% +$3.54K 0.09% 96
2023
Q1 		$380K Buy
9,431
+100
+1% +$4.32K 0.1% 92
2022
Q4 		$417K Sell
9,331
-527
-5% -$25.3K 0.11% 87
2022
Q3 		$435K Buy
9,858
+100
+1% +$4.86K 0.13% 83
2022
Q2 		$494K Hold
9,758
– – 0.14% 78
2022
Q1 		$485K Sell
9,758
-1,921
-16% -$99.7K 0.13% 88
2021
Q4 		$651K Hold
11,679
– – 0.17% 72
2021
Q3 		$485K Buy
11,679
+500
+4% +$22.1K 0.13% 88
2021
Q2 		$464K Sell
11,179
-807
-7% -$31.4K 0.13% 89
2021
Q1 		$435K Buy
11,986
+1,700
+17% +$60.4K 0.14% 86
2020
Q4 		$355K Sell
10,286
-227
-2% -$8.33K 0.12% 92
2020
Q3 		$361K Hold
10,513
– – 0.14% 86
2020
Q2 		$383K Buy
10,513
+52
+0.5% +$1.77K 0.15% 82
2020
Q1 		$360K Buy
10,461
+1,436
+16% +$48.9K 0.18% 71
2019
Q4 		$337K Hold
9,025
– – 0.15% 83
2019
Q3 		$331K Buy
+9,025
New +$328K 0.16% 79

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

Physician Wealth Advisors's PFE Position: Q1 2026 in Review

Physician Wealth Advisors increased its Pfizer (PFE) stake by 10% in Q1 2026, buying an estimated $26.5K and bringing the position to 10,522 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #150.

Physician Wealth Advisors first reported a position in PFE in Q3 2019 and has held it in 27 quarters since. The position peaked at $651K in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Physician Wealth Advisors held 10,522 shares of Pfizer worth $295K as of Q1 2026.
  • Physician Wealth Advisors bought 997 Pfizer shares in Q1 2026, an estimated $26.5K.
  • Pfizer made up 0.04% of Physician Wealth Advisors's portfolio in Q1 2026, its #150 holding.
  • Physician Wealth Advisors first reported a position in Pfizer in Q3 2019 and has held it in 27 quarters since.
  • Physician Wealth Advisors's Pfizer position peaked at $651K in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.