Physician Wealth Advisors
PFE icon

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
Q3 		$316K Buy
11,069
+964
+10% +$25.6K 0.04% 160
2026
Q2 		$243K Sell
10,105
-417
-4% -$10.9K 0.03% 191
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% -$100K 0.13% 88
2021
Q4 		$651K Hold
11,679
– – 0.17% 72
2021
Q3 		$485K Buy
11,679
+500
+4% +$22.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Physician Wealth Advisors's PFE Position: Q3 2026 in Review

Physician Wealth Advisors increased its Pfizer (PFE) stake by 9.5% in Q3 2026, buying an estimated $25.6K and bringing the position to 11,069 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #160.

Physician Wealth Advisors first reported a position in PFE in Q3 2019 and has held it in 29 quarters since. The position peaked at $651K in Q4 2021. 1,932 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Physician Wealth Advisors held 11,069 shares of Pfizer worth $316K as of Q3 2026.
  • Physician Wealth Advisors bought 964 Pfizer shares in Q3 2026, an estimated $25.6K.
  • Pfizer made up 0.04% of Physician Wealth Advisors's portfolio in Q3 2026, its #160 holding.
  • Physician Wealth Advisors first reported a position in Pfizer in Q3 2019 and has held it in 29 quarters since.
  • Physician Wealth Advisors's Pfizer position peaked at $651K in Q4 2021.
  • 1,932 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.