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Todd Wealth Management’s Pfizer PFE Stock Holding History

Todd 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
Q3 		$397K Sell
13,917
-267
-2% -$7.1K 0.3% 67
2026
Q2 		$342K Sell
14,184
-660
-4% -$17.3K 0.26% 74
2026
Q1 		$417K Sell
14,844
-304
-2% -$8.09K 0.38% 61
2025
Q4 		$377K Buy
+15,148
New +$382K 0.34% 65

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Todd Wealth Management's PFE Position: Q3 2026 in Review

Todd Wealth Management reduced its Pfizer (PFE) stake by 1.9% in Q3 2026, selling an estimated $7.1K and leaving 13,917 shares worth $397K. The position accounts for 0.3% of the portfolio, ranked #67.

Todd Wealth Management first reported a position in PFE in Q4 2025 and has held it in 4 quarters since. The position peaked at $417K in Q1 2026. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Todd Wealth Management held 13,917 shares of Pfizer worth $397K as of Q3 2026.
  • Todd Wealth Management sold 267 Pfizer shares in Q3 2026, an estimated $7.1K.
  • Pfizer made up 0.3% of Todd Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Todd Wealth Management first reported a position in Pfizer in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Pfizer position peaked at $417K in Q1 2026.
  • 1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.