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Stratos Wealth Partners’s Pfizer PFE Stock Holding History

Stratos Wealth Partners’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 		$5.94M Sell
211,504
-1,857
-0.9% -$49.4K 0.07% 297
2025
Q4 		$5.31M Sell
213,361
-35,463
-14% -$894K 0.06% 309
2025
Q3 		$6.34M Sell
248,824
-1,553
-0.6% -$38.3K 0.07% 270
2025
Q2 		$6.07M Sell
250,377
-12,375
-5% -$289K 0.08% 245
2025
Q1 		$6.66M Sell
262,752
-18,774
-7% -$491K 0.1% 206
2024
Q4 		$7.47M Sell
281,526
-8,844
-3% -$240K 0.11% 198
2024
Q3 		$8.4M Buy
290,370
+30,107
+12% +$878K 0.12% 174
2024
Q2 		$7.28M Sell
260,263
-967
-0.4% -$26.6K 0.12% 180
2024
Q1 		$7.25M Buy
261,230
+37,051
+17% +$1.03M 0.12% 179
2023
Q4 		$6.45M Buy
224,179
+7,813
+4% +$236K 0.12% 181
2023
Q3 		$7.18M Buy
216,366
+13,206
+7% +$467K 0.15% 151
2023
Q2 		$7.45M Buy
203,160
+11,269
+6% +$439K 0.17% 138
2023
Q1 		$7.83M Sell
191,891
-38,484
-17% -$1.66M 0.21% 104
2022
Q4 		$11.8M Buy
230,375
+4,431
+2% +$212K 0.3% 68
2022
Q3 		$9.89M Sell
225,944
-21,497
-9% -$1.04M 0.28% 75
2022
Q2 		$13M Buy
247,441
+3,112
+1% +$159K 0.33% 65
2022
Q1 		$12.6M Sell
244,329
-2,540
-1% -$132K 0.28% 80
2021
Q4 		$14.6M Buy
246,869
+11,093
+5% +$550K 0.32% 56
2021
Q3 		$10.1M Sell
235,776
-16,165
-6% -$716K 0.26% 79
2021
Q2 		$9.87M Buy
251,941
+9,329
+4% +$363K 0.25% 80
2021
Q1 		$8.79M Buy
242,612
+8,164
+3% +$290K 0.24% 87
2020
Q4 		$8.63M Buy
234,448
+10,456
+5% +$384K 0.26% 86
2020
Q3 		$7.8M Buy
223,992
+25,828
+13% +$906K 0.26% 94
2020
Q2 		$6.15M Buy
198,164
+9,942
+5% +$338K 0.22% 111
2020
Q1 		$5.83M Buy
188,222
+7,052
+4% +$240K 0.27% 82
2019
Q4 		$6.74M Buy
181,170
+2,150
+1% +$76.6K 0.26% 79
2019
Q3 		$6.1M Sell
179,020
-8,629
-5% -$314K 0.26% 76
2019
Q2 		$7.71M Buy
187,649
+1,256
+0.7% +$49.9K 0.33% 58
2019
Q1 		$7.51M Buy
186,393
+39,356
+27% +$1.58M 0.34% 56
2018
Q4 		$6.09M Sell
147,037
-5,103
-3% -$212K 0.31% 61
2018
Q3 		$6.36M Sell
152,140
-15,343
-9% -$591K 0.28% 68
2018
Q2 		$5.76M Sell
167,483
-15,809
-9% -$540K 0.26% 73
2018
Q1 		$6.17M Buy
183,292
+6,891
+4% +$237K 0.26% 79
2017
Q4 		$6.06M Buy
176,401
+6,939
+4% +$237K 0.27% 69
2017
Q3 		$5.74M Buy
169,462
+1,995
+1% +$64.1K 0.27% 78
2017
Q2 		$5.34M Buy
167,467
+9,657
+6% +$305K 0.28% 81
2017
Q1 		$5.12M Buy
157,810
+17,930
+13% +$565K 0.29% 78
2016
Q4 		$4.31M Buy
139,880
+298
+0.2% +$9.1K 0.27% 83
2016
Q3 		$4.49M Buy
139,582
+8,984
+7% +$300K 0.3% 67
2016
Q2 		$4.36M Sell
130,598
-28,932
-18% -$923K 0.32% 66
2016
Q1 		$4.49M Buy
159,530
+51,613
+48% +$1.47M 0.38% 51
2015
Q4 		$3.31M Buy
107,917
+644
+0.6% +$20.3K 0.28% 70
2015
Q3 		$3.2M Sell
107,273
-50,536
-32% -$1.62M 0.4% 52
2015
Q2 		$5.02M Sell
157,809
-18,094
-10% -$590K 0.64% 22
2015
Q1 		$5.79M Buy
175,903
+19,439
+12% +$618K 0.69% 24
2014
Q4 		$4.62M Buy
156,464
+79,303
+103% +$2.27M 0.83% 19
2014
Q3 		$2.17M Buy
77,161
+7,486
+11% +$210K 0.51% 47
2014
Q2 		$1.96M Buy
+69,675
New +$1.99M 0.66% 45

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

Stratos Wealth Partners's PFE Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Pfizer (PFE) stake by 0.87% in Q1 2026, selling an estimated $49.4K and leaving 211,504 shares worth $5.94M. The position accounts for 0.07% of the portfolio, ranked #297.

Stratos Wealth Partners first reported a position in PFE in Q2 2014 and has held it in 48 quarters since. The position peaked at $14.6M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Stratos Wealth Partners held 211,504 shares of Pfizer worth $5.94M as of Q1 2026.
  • Stratos Wealth Partners sold 1,857 Pfizer shares in Q1 2026, an estimated $49.4K.
  • Pfizer made up 0.07% of Stratos Wealth Partners's portfolio in Q1 2026, its #297 holding.
  • Stratos Wealth Partners first reported a position in Pfizer in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Pfizer position peaked at $14.6M in Q4 2021.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.