Private Wealth Partners’s Pfizer PFE Stock Holding History

Private 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
2021 Q2	–	Sell	-42,000	Closed	-$2K	–	80
2021 Q1	$2K	Buy	42,000 +33,000	+367%	+$1.17M	﹤0.01%	75
2020 Q4	$1K	Buy	+9,000	New	+$330K	﹤0.01%	118
2020 Q2	–	Sell	-6,640	Closed	-$9K	–	126
2020 Q1	$9K	Buy	+6,640	New	+$226K	﹤0.01%	121
2019 Q4	–	Sell	-6,640	Closed	-$5K	–	131
2019 Q3	$5K	Hold	6,640	–	–	﹤0.01%	120
2019 Q2	$2K	Buy	+6,640	New	+$264K	﹤0.01%	129

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

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

Private Wealth Partners increased its Pfizer (PFE) stake by 4.9% in Q1 2026, buying an estimated $746K and bringing the position to 604,878 shares worth $17M. The position accounts for 1.31% of the portfolio, ranked #23.

Private Wealth Partners first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.2M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Private Wealth Partners held 604,878 shares of Pfizer worth $17M as of Q1 2026.
Private Wealth Partners bought 28,031 Pfizer shares in Q1 2026, an estimated $746K.
Pfizer made up 1.31% of Private Wealth Partners's portfolio in Q1 2026, its #23 holding.
Private Wealth Partners first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
Private Wealth Partners's Pfizer position peaked at $22.2M in Q4 2021.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.