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SHP Wealth Management’s Pfizer PFE Stock Holding History

SHP 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 		$270K Buy
9,611
+1,602
+20% +$42.7K 0.02% 213
2025
Q4 		$199K Buy
+8,009
New +$202K 0.02% 255

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

SHP Wealth Management increased its Pfizer (PFE) stake by 20% in Q1 2026, buying an estimated $42.7K and bringing the position to 9,611 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #213.

SHP Wealth Management first reported a position in PFE in Q4 2025 and has held it in 2 quarters since. 2,947 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • SHP Wealth Management held 9,611 shares of Pfizer worth $270K as of Q1 2026.
  • SHP Wealth Management bought 1,602 Pfizer shares in Q1 2026, an estimated $42.7K.
  • Pfizer made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #213 holding.
  • SHP Wealth Management first reported a position in Pfizer in Q4 2025 and has held it in 2 quarters since.
  • 2,947 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.