RMG Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$97K Hold
3,210
– – 0.01% 120
2026
Q2
$84.5K Buy
3,210
+170
+6% +$4.45K 0.01% 133
2026
Q1
$78.5K Sell
3,040
-229
-7% -$6.1K 0.01% 137
2025
Q4
$85.5K Hold
3,269
– – 0.01% 113
2025
Q3
$81.2K Hold
3,269
– – 0.01% 105
2025
Q2
$80K Buy
+3,269
New +$76.2K 0.01% 99

Other funds holding PFE

RMG Wealth Management's PFE Position: Q3 2026 in Review

RMG Wealth Management held its Pfizer (PFE) position steady in Q3 2026 at 3,210 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #120.

RMG Wealth Management first reported a position in PFE in Q2 2025 and has held it in 6 quarters since. 1,015 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • RMG Wealth Management held 3,210 shares of Pfizer worth $97K as of Q3 2026.
  • RMG Wealth Management left its Pfizer share count unchanged in Q3 2026.
  • Pfizer made up 0.01% of RMG Wealth Management's portfolio in Q3 2026, its #120 holding.
  • RMG Wealth Management first reported a position in Pfizer in Q2 2025 and has held it in 6 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.