Presilium Private Wealth’s Pfizer PFE Stock Holding History

Presilium Private Wealth’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	–	Sell	-8,848	Closed	-$220K	–	77
2025 Q4	$220K	Buy	+8,848	New	+$223K	0.04%	73

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Presilium Private Wealth's PFE Position: Q1 2026 in Review

Presilium Private Wealth sold out of Pfizer (PFE) in Q1 2026, closing a stake of 8,848 shares — an estimated $220K sold.

Presilium Private Wealth first reported a position in PFE in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 2,952 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Presilium Private Wealth reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
Presilium Private Wealth sold 8,848 Pfizer shares in Q1 2026, an estimated $220K.
Presilium Private Wealth first reported a position in Pfizer in Q4 2025 and held it in 1 quarter.
Presilium Private Wealth's Pfizer position peaked at $220K in Q4 2025.
2,952 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Presilium Private Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.