Premier Path Wealth Partners’s Pfizer PFE Stock Holding History

Premier Path 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	$1.75M	Sell	62,151 -6,247	-9%	-$166K	0.23%	98
2025 Q4	$1.7M	Sell	68,398 -4,946	-7%	-$125K	0.22%	96
2025 Q3	$1.87M	Buy	73,344 +6,184	+9%	+$153K	0.24%	88
2025 Q2	$1.63M	Buy	67,160 +3,561	+6%	+$83K	0.23%	102
2025 Q1	$1.61M	Buy	63,599 +3,473	+6%	+$90.9K	0.25%	94
2024 Q4	$1.6M	Sell	60,126 -1,944	-3%	-$52.7K	0.24%	95
2024 Q3	$1.8M	Buy	62,070 +2,909	+5%	+$84.9K	0.28%	87
2024 Q2	$1.66M	Buy	59,161 +2,985	+5%	+$82.2K	0.28%	89
2024 Q1	$1.56M	Buy	56,176 +10,431	+23%	+$289K	0.29%	90
2023 Q4	$1.33M	Buy	+45,745	New	+$1.38M	0.29%	84

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Premier Path Wealth Partners's PFE Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Pfizer (PFE) stake by 9.1% in Q1 2026, selling an estimated $166K and leaving 62,151 shares worth $1.75M. The position accounts for 0.23% of the portfolio, ranked #98.

Premier Path Wealth Partners first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.87M in Q3 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Premier Path Wealth Partners held 62,151 shares of Pfizer worth $1.75M as of Q1 2026.
Premier Path Wealth Partners sold 6,247 Pfizer shares in Q1 2026, an estimated $166K.
Pfizer made up 0.23% of Premier Path Wealth Partners's portfolio in Q1 2026, its #98 holding.
Premier Path Wealth Partners first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Pfizer position peaked at $1.87M in Q3 2025.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.