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Total Wealth Planning & Management’s Pfizer PFE Stock Holding History

Total Wealth Planning & 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 		$382K Buy
13,600
+800
+6% +$21.3K 0.28% 120
2025
Q4 		$319K Buy
+12,800
New +$323K 0.24% 147
2025
Q2 		$286K Buy
11,800
+500
+4% +$11.7K 0.23% 171
2025
Q1 		$286K Hold
11,300
– – 0.27% 138
2024
Q4 		$300K Buy
+11,300
New +$307K 0.27% 137

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

Total Wealth Planning & Management's PFE Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Pfizer (PFE) stake by 3.2% in Q1 2026, buying an estimated $43.9K and bringing the position to 52,580 shares worth $1.48M. The position accounts for 1.09% of the portfolio, ranked #15.

Total Wealth Planning & Management first reported a position in PFE in Q4 2024 and has held it in 5 quarters since. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Total Wealth Planning & Management held 52,580 shares of Pfizer worth $1.48M as of Q1 2026.
  • Total Wealth Planning & Management bought 1,650 Pfizer shares in Q1 2026, an estimated $43.9K.
  • Pfizer made up 1.09% of Total Wealth Planning & Management's portfolio in Q1 2026, its #15 holding.
  • Total Wealth Planning & Management first reported a position in Pfizer in Q4 2024 and has held it in 5 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.