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Principle Wealth Partners’s Pfizer PFE Stock Holding History

Principle 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 		$4.59M Buy
163,441
+6,223
+4% +$166K 0.26% 77
2025
Q4 		$3.91M Sell
157,218
-4,817
-3% -$121K 0.22% 84
2025
Q3 		$4.13M Sell
162,035
-1,508
-0.9% -$37.2K 0.24% 80
2025
Q2 		$3.96M Sell
163,543
-10,333
-6% -$241K 0.25% 81
2025
Q1 		$4.41M Sell
173,876
-16,141
-8% -$422K 0.31% 74
2024
Q4 		$5.04M Sell
190,017
-3,657
-2% -$99.2K 0.35% 65
2024
Q3 		$5.6M Sell
193,674
-1,228
-0.6% -$35.8K 0.4% 59
2024
Q2 		$5.45M Sell
194,902
-7,942
-4% -$219K 0.42% 59
2024
Q1 		$5.63M Sell
202,844
-87,384
-30% -$2.42M 0.44% 55
2023
Q4 		$8.36M Sell
290,228
-65,121
-18% -$1.97M 0.72% 33
2023
Q3 		$11.8M Sell
355,349
-60,706
-15% -$2.15M 1.18% 18
2023
Q2 		$15.3M Sell
416,055
-5,789
-1% -$225K 1.53% 13
2023
Q1 		$17.2M Sell
421,844
-1,753
-0.4% -$75.7K 1.84% 10
2022
Q4 		$21.7M Sell
423,597
-9,514
-2% -$456K 2.46% 7
2022
Q3 		$19K Buy
433,111
+5,939
+1% +$289K 1.79% 8
2022
Q2 		$22.4M Sell
427,172
-1,971
-0.5% -$100K 2.7% 7
2022
Q1 		$22.2M Buy
429,143
+2,522
+0.6% +$131K 2.34% 8
2021
Q4 		$25.2M Buy
426,621
+7,460
+2% +$370K 2.65% 7
2021
Q3 		$1.83M Buy
419,161
+5,584
+1% +$247K 0.21% 95
2021
Q2 		$16.2M Sell
413,577
-4,132
-1% -$161K 1.84% 10
2021
Q1 		$15.1M Buy
417,709
+9,458
+2% +$336K 1.77% 12
2020
Q4 		$15M Buy
408,251
+184,090
+82% +$6.75M 1.98% 10
2020
Q3 		$7.8M Sell
224,161
-3,247
-1% -$114K 2.17% 9
2020
Q2 		$6.36M Buy
227,408
+2,374
+1% +$80.7K 1.87% 14
2020
Q1 		$6.97M Sell
225,034
-355
-0.2% -$12.1K 2.62% 9
2019
Q4 		$8.38M Sell
225,389
-242
-0.1% -$8.62K 2.68% 7
2019
Q3 		$7.69M Buy
225,631
+141,647
+169% +$5.15M 2.66% 7
2019
Q2 		$3.45M Buy
83,984
+27,386
+48% +$1.09M 1.78% 12
2019
Q1 		$2.28M Sell
56,598
-544
-1% -$21.8K 1.3% 21
2018
Q4 		$2.37M Buy
+57,142
New +$2.37M 1.99% 15

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

Principle Wealth Partners's PFE Position: Q1 2026 in Review

Principle Wealth Partners increased its Pfizer (PFE) stake by 4% in Q1 2026, buying an estimated $166K and bringing the position to 163,441 shares worth $4.59M. The position accounts for 0.26% of the portfolio, ranked #77.

Principle Wealth Partners first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $25.2M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Principle Wealth Partners held 163,441 shares of Pfizer worth $4.59M as of Q1 2026.
  • Principle Wealth Partners bought 6,223 Pfizer shares in Q1 2026, an estimated $166K.
  • Pfizer made up 0.26% of Principle Wealth Partners's portfolio in Q1 2026, its #77 holding.
  • Principle Wealth Partners first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Pfizer position peaked at $25.2M in Q4 2021.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.