SWM
PFE icon

Sculati Wealth Management’s Pfizer PFE Stock Holding History

Sculati 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 		$291K Sell
10,376
-512
-5% -$13.6K 0.11% 107
2025
Q4 		$271K Sell
10,888
-2,746
-20% -$69.2K 0.1% 108
2025
Q3 		$347K Sell
13,634
-1,456
-10% -$35.9K 0.12% 96
2025
Q2 		$366K Sell
15,090
-5,989
-28% -$140K 0.14% 97
2025
Q1 		$534K Sell
21,079
-3,598
-15% -$94.2K 0.22% 72
2024
Q4 		$655K Sell
24,677
-5,305
-18% -$144K 0.26% 68
2024
Q3 		$868K Sell
29,982
-22,409
-43% -$654K 0.35% 66
2024
Q2 		$1.47M Sell
52,391
-1,596
-3% -$43.9K 0.63% 51
2024
Q1 		$1.5M Sell
53,987
-2,329
-4% -$64.6K 0.65% 52
2023
Q4 		$1.62M Sell
56,316
-6,045
-10% -$183K 0.76% 46
2023
Q3 		$2.07M Buy
62,361
+2,325
+4% +$82.2K 1.06% 29
2023
Q2 		$2.2M Buy
60,036
+548
+0.9% +$21.3K 1.11% 27
2023
Q1 		$2.43M Buy
59,488
+2,000
+3% +$86.4K 1.29% 24
2022
Q4 		$2.95M Buy
57,488
+77
+0.1% +$3.69K 1.66% 14
2022
Q3 		$2.51M Buy
57,411
+2,115
+4% +$103K 1.48% 16
2022
Q2 		$2.9M Buy
55,296
+1,984
+4% +$101K 1.65% 12
2022
Q1 		$2.76M Buy
53,312
+1,458
+3% +$75.6K 1.35% 17
2021
Q4 		$3.06M Buy
51,854
+114
+0.2% +$5.65K 1.48% 18
2021
Q3 		$2.23M Buy
51,740
+2,540
+5% +$113K 1.18% 27
2021
Q2 		$1.93M Buy
49,200
+425
+0.9% +$16.5K 1.02% 32
2021
Q1 		$1.77M Buy
48,775
+3,048
+7% +$108K 1.02% 35
2020
Q4 		$1.68M Sell
45,727
-1,536
-3% -$56.3K 1.11% 30
2020
Q3 		$1.65M Buy
47,263
+1,789
+4% +$62.7K 1.23% 28
2020
Q2 		$1.41M Buy
45,474
+4,014
+10% +$136K 1.19% 30
2020
Q1 		$1.28M Buy
41,460
+4,662
+13% +$159K 1.41% 24
2019
Q4 		$1.37M Buy
+36,798
New +$1.31M 1.23% 31

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

Sculati Wealth Management's PFE Position: Q1 2026 in Review

Sculati Wealth Management reduced its Pfizer (PFE) stake by 4.7% in Q1 2026, selling an estimated $13.6K and leaving 10,376 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #107.

Sculati Wealth Management first reported a position in PFE in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.06M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Sculati Wealth Management held 10,376 shares of Pfizer worth $291K as of Q1 2026.
  • Sculati Wealth Management sold 512 Pfizer shares in Q1 2026, an estimated $13.6K.
  • Pfizer made up 0.11% of Sculati Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Sculati Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Pfizer position peaked at $3.06M in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.