RF&L Wealth Management’s Pfizer PFE Stock Holding History

RF&L Wealth Management’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	-18,500	Closed	-$461K	–	57
2025 Q4	$461K	Buy	+18,500	New	+$467K	0.26%	51
2024 Q4	–	Sell	-7,120	Closed	-$206K	–	58
2024 Q3	$206K	Buy	+7,120	New	+$208K	0.15%	58
2024 Q1	–	Sell	-7,220	Closed	-$208K	–	57
2023 Q4	$208K	Hold	7,220	–	–	0.17%	54
2023 Q3	$239K	Hold	7,220	–	–	0.22%	51
2023 Q2	$265K	Sell	7,220 -30	-0.4%	-$1.17K	0.24%	49
2023 Q1	$296K	Hold	7,250	–	–	0.29%	46
2022 Q4	$371K	Buy	+7,250	New	+$348K	0.38%	40

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

RF&L Wealth Management's PFE Position: Q1 2026 in Review

RF&L Wealth Management sold out of Pfizer (PFE) in Q1 2026, closing a stake of 18,500 shares — an estimated $461K sold.

RF&L Wealth Management first reported a position in PFE in Q4 2022 and held it in 7 quarters. The position peaked at $461K in Q4 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

RF&L Wealth Management reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
RF&L Wealth Management sold 18,500 Pfizer shares in Q1 2026, an estimated $461K.
RF&L Wealth Management first reported a position in Pfizer in Q4 2022 and held it in 7 quarters.
RF&L Wealth Management's Pfizer position peaked at $461K in Q4 2025.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.