Retirement Wealth Solutions’s Pfizer PFE Stock Holding History

Retirement Wealth Solutions’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	$24.5K	Buy	861 +509	+145%	+$13.5K	0.01%	158
2026 Q2	$8.48K	Sell	352 -118	-25%	-$3.09K	﹤0.01%	250
2026 Q1	$13.2K	Buy	470 +186	+65%	+$4.95K	0.01%	180
2025 Q4	$7.08K	Sell	284 -67	-19%	-$1.69K	﹤0.01%	263
2025 Q3	$8.95K	Sell	351 -711	-67%	-$17.5K	0.01%	239
2025 Q2	$25.7K	Buy	1,062 +6	+0.6%	+$140	0.02%	130
2025 Q1	$26.8K	Buy	1,056 +85	+9%	+$2.22K	0.02%	111
2024 Q4	$25.9K	Buy	+971	New	+$26.3K	0.02%	120

Other funds holding PFE

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Retirement Wealth Solutions's PFE Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Pfizer (PFE) stake by 145% in Q3 2026, buying an estimated $13.5K and bringing the position to 861 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #158.

Retirement Wealth Solutions first reported a position in PFE in Q4 2024 and has held it in 8 quarters since. The position peaked at $26.8K in Q1 2025. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Retirement Wealth Solutions held 861 shares of Pfizer worth $24.5K as of Q3 2026.
Retirement Wealth Solutions bought 509 Pfizer shares in Q3 2026, an estimated $13.5K.
Pfizer made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #158 holding.
Retirement Wealth Solutions first reported a position in Pfizer in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Pfizer position peaked at $26.8K in Q1 2025.
156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.