SWS Partners’s Pfizer PFE Stock Holding History

SWS 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	$2.17M	Buy	77,309 +10,072	+15%	+$268K	0.54%	66
2025 Q4	$1.67M	Sell	67,237 -11,865	-15%	-$299K	0.4%	82
2025 Q3	$2.02M	Buy	79,102 +3,989	+5%	+$98.5K	0.49%	72
2025 Q2	$1.82M	Sell	75,113 -5,803	-7%	-$135K	0.49%	73
2025 Q1	$2.05M	Buy	80,916 +2,060	+3%	+$53.9K	0.67%	55
2024 Q4	$2.09M	Sell	78,856 -14	-0%	-$380	0.63%	59
2024 Q3	$2.28M	Sell	78,870 -11,756	-13%	-$343K	0.73%	55
2024 Q2	$2.53M	Sell	90,626 -4,957	-5%	-$136K	0.76%	50
2024 Q1	$2.65M	Buy	95,583 +9,735	+11%	+$270K	0.79%	45
2023 Q4	$2.47M	Buy	85,848 +16,745	+24%	+$506K	0.81%	51
2023 Q3	$2.29M	Sell	69,103 -222	-0.3%	-$7.85K	0.85%	47
2023 Q2	$2.54M	Buy	69,325 +8,594	+14%	+$335K	0.92%	40
2023 Q1	$2.48M	Buy	+60,731	New	+$2.62M	0.92%	36
2022 Q2	–	Sell	-1,000	Closed	-$52K	–	107
2022 Q1	$52K	Buy	+1,000	New	+$51.9K	0.03%	84
2018 Q2	–	Sell	-2,127	Closed	-$71K	–	249
2018 Q1	$71K	Sell	2,127 -656	-24%	-$22.6K	0.05%	115
2017 Q4	$96K	Buy	+2,783	New	+$94.9K	0.07%	93

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

SWS Partners's PFE Position: Q1 2026 in Review

SWS Partners increased its Pfizer (PFE) stake by 15% in Q1 2026, buying an estimated $268K and bringing the position to 77,309 shares worth $2.17M. The position accounts for 0.54% of the portfolio, ranked #66.

SWS Partners first reported a position in PFE in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.65M in Q1 2024. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

SWS Partners held 77,309 shares of Pfizer worth $2.17M as of Q1 2026.
SWS Partners bought 10,072 Pfizer shares in Q1 2026, an estimated $268K.
Pfizer made up 0.54% of SWS Partners's portfolio in Q1 2026, its #66 holding.
SWS Partners first reported a position in Pfizer in Q4 2017 and has held it in 16 quarters since.
SWS Partners's Pfizer position peaked at $2.65M in Q1 2024.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.