SFMG Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $210K | Buy |
+7,483
| New | +$199K | 0.01% | 288 |
|
|
2025
Q2 | – | Sell |
-10,702
| Closed | -$271K | – | 295 |
|
|
2025
Q1 | $271K | Sell |
10,702
-804
| -7% | -$21K | 0.02% | 214 |
|
|
2024
Q4 | $305K | Buy |
11,506
+1,968
| +21% | +$53.4K | 0.02% | 197 |
|
|
2024
Q3 | $276K | Sell |
9,538
-505
| -5% | -$14.7K | 0.02% | 206 |
|
|
2024
Q2 | $281K | Sell |
10,043
-839
| -8% | -$23.1K | 0.02% | 201 |
|
|
2024
Q1 | $302K | Sell |
10,882
-208
| -2% | -$5.77K | 0.03% | 197 |
|
|
2023
Q4 | $319K | Sell |
11,090
-2,018
| -15% | -$61K | 0.03% | 184 |
|
|
2023
Q3 | $435K | Sell |
13,108
-858
| -6% | -$30.3K | 0.04% | 143 |
|
|
2023
Q2 | $512K | Sell |
13,966
-978
| -7% | -$38.1K | 0.05% | 122 |
|
|
2023
Q1 | $610K | Sell |
14,944
-2,510
| -14% | -$108K | 0.07% | 116 |
|
|
2022
Q4 | $894K | Sell |
17,454
-1,222
| -7% | -$58.6K | 0.1% | 93 |
|
|
2022
Q3 | $785K | Sell |
18,676
-217
| -1% | -$10.5K | 0.09% | 98 |
|
|
2022
Q2 | $991K | Sell |
18,893
-80,166
| -81% | -$4.09M | 0.12% | 90 |
|
|
2022
Q1 | $5.13M | Sell |
99,059
-4,279
| -4% | -$222K | 0.51% | 27 |
|
|
2021
Q4 | $6.1M | Buy |
103,338
+4,137
| +4% | +$205K | 0.59% | 21 |
|
|
2021
Q3 | $4.27M | Sell |
99,201
-1,214
| -1% | -$53.8K | 0.47% | 26 |
|
|
2021
Q2 | $3.93M | Buy |
100,415
+16,844
| +20% | +$655K | 0.44% | 28 |
|
|
2021
Q1 | $3.03M | Buy |
83,571
+1,633
| +2% | +$58K | 0.35% | 38 |
|
|
2020
Q4 | $3.02M | Buy |
81,938
+5,511
| +7% | +$202K | 0.38% | 35 |
|
|
2020
Q3 | $2.66M | Buy |
76,427
+10,218
| +15% | +$358K | 0.37% | 35 |
|
|
2020
Q2 | $2.05M | Buy |
66,209
+6,210
| +10% | +$211K | 0.29% | 38 |
|
|
2020
Q1 | $1.86M | Buy |
59,999
+1,852
| +3% | +$63.1K | 0.28% | 29 |
|
|
2019
Q4 | $2.16M | Buy |
58,147
+8,125
| +16% | +$289K | 0.26% | 33 |
|
|
2019
Q3 | $1.71M | Buy |
50,022
+39,551
| +378% | +$1.44M | 0.23% | 33 |
|
|
2019
Q2 | $428K | Sell |
10,471
-153
| -1% | -$6.08K | 0.06% | 101 |
|
|
2019
Q1 | $428K | Sell |
10,624
-213
| -2% | -$8.53K | 0.06% | 91 |
|
|
2018
Q4 | $449K | Hold |
10,837
| – | – | 0.07% | 81 |
|
|
2018
Q3 | $441K | Sell |
10,837
-1,361
| -11% | -$52.4K | 0.07% | 80 |
|
|
2018
Q2 | $420K | Buy |
12,198
+1,977
| +19% | +$67.6K | 0.07% | 84 |
|
|
2018
Q1 | $344K | Buy |
10,221
+2,581
| +34% | +$88.7K | 0.06% | 98 |
|
|
2017
Q4 | $263K | Buy |
7,640
+636
| +9% | +$21.7K | 0.04% | 115 |
|
|
2017
Q3 | $237K | Sell |
7,004
-211
| -3% | -$6.78K | 0.05% | 116 |
|
|
2017
Q2 | $230K | Buy |
7,215
+740
| +11% | +$23.3K | 0.05% | 110 |
|
|
2017
Q1 | $210K | Sell |
6,475
-178
| -3% | -$5.61K | 0.04% | 112 |
|
|
2016
Q4 | $205K | Buy |
+6,653
| New | +$203K | 0.04% | 112 |
|
|
2015
Q2 | – | Sell |
-11,051
| Closed | -$365K | – | 156 |
|
|
2015
Q1 | $365K | Buy |
+11,051
| New | +$351K | 0.03% | 122 |
|
Other funds holding PFE
VCM
VPM
SFMG Wealth Advisors's PFE Position: Q1 2026 in Review
SFMG Wealth Advisors opened a new position in Pfizer (PFE) in Q1 2026: 7,483 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: SFMG Wealth Advisors previously reported a position in PFE as recently as Q1 2025.
SFMG Wealth Advisors first reported a position in PFE in Q1 2015 and has held it in 36 quarters since. The position peaked at $6.1M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- SFMG Wealth Advisors held 7,483 shares of Pfizer worth $210K as of Q1 2026.
- Pfizer was a new SFMG Wealth Advisors position in Q1 2026.
- Pfizer made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #288 holding.
- SFMG Wealth Advisors first reported a position in Pfizer in Q1 2015 and has held it in 36 quarters since.
- SFMG Wealth Advisors's Pfizer position peaked at $6.1M in Q4 2021.
- 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.