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Strategies Wealth Advisors’s Pfizer PFE Stock Holding History

Strategies Wealth Advisors’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 		$266K Sell
9,462
-402
-4% -$10.7K 0.03% 151
2025
Q4 		$246K Sell
9,864
-287
-3% -$7.24K 0.02% 165
2025
Q3 		$259K Sell
10,151
-235
-2% -$5.8K 0.03% 160
2025
Q2 		$252K Buy
10,386
+96
+0.9% +$2.24K 0.03% 159
2025
Q1 		$261K Buy
+10,290
New +$269K 0.03% 148

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

Strategies Wealth Advisors's PFE Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Pfizer (PFE) stake by 4.1% in Q1 2026, selling an estimated $10.7K and leaving 9,462 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #151.

Strategies Wealth Advisors first reported a position in PFE in Q1 2025 and has held it in 5 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Strategies Wealth Advisors held 9,462 shares of Pfizer worth $266K as of Q1 2026.
  • Strategies Wealth Advisors sold 402 Pfizer shares in Q1 2026, an estimated $10.7K.
  • Pfizer made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • Strategies Wealth Advisors first reported a position in Pfizer in Q1 2025 and has held it in 5 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.