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SFG Wealth Management’s Pfizer PFE Stock Holding History

SFG 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
-11,385
Closed -$283K – 124
2025
Q4 		$283K Sell
11,385
-3,010
-21% -$75.9K 0.11% 111
2025
Q3 		$367K Buy
14,395
+257
+2% +$6.34K 0.16% 97
2025
Q2 		$343K Buy
14,138
+800
+6% +$18.7K 0.21% 63
2025
Q1 		$338K Buy
13,338
+4,735
+55% +$124K 0.17% 93
2024
Q4 		$228K Buy
+8,603
New +$233K 0.12% 90
2022
Q4 		– Sell
-4,584
Closed -$201K – 84
2022
Q3 		$201K Buy
+4,584
New +$223K 0.27% 73
2022
Q1 		– Sell
-3,576
Closed -$211K – 98
2021
Q4 		$211K Buy
+3,576
New +$177K 0.19% 91

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

SFG Wealth Management sold out of Pfizer (PFE) in Q1 2026, closing a stake of 11,385 shares — an estimated $283K sold.

SFG Wealth Management first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $367K in Q3 2025. 2,952 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • SFG Wealth Management reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 11,385 Pfizer shares in Q1 2026, an estimated $283K.
  • SFG Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
  • SFG Wealth Management's Pfizer position peaked at $367K in Q3 2025.
  • 2,952 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.