TWM
PFE icon

Tradition Wealth Management’s Pfizer PFE Stock Holding History

Tradition 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
Q1 		$340K Buy
12,122
+544
+5% +$14.5K 0.02% 362
2025
Q4 		$288K Sell
11,578
-165
-1% -$4.16K 0.02% 389
2025
Q3 		$299K Buy
11,743
+1,766
+18% +$43.6K 0.02% 375
2025
Q2 		$242K Sell
9,977
-47
-0.5% -$1.1K 0.02% 400
2025
Q1 		$254K Sell
10,024
-936
-9% -$24.5K 0.02% 367
2024
Q4 		$291K Sell
10,960
-14,398
-57% -$391K 0.03% 326
2024
Q3 		$734K Buy
25,358
+1,099
+5% +$32.1K 0.07% 193
2024
Q2 		$679K Sell
24,259
-1,322
-5% -$36.4K 0.07% 190
2024
Q1 		$710K Buy
25,581
+8,790
+52% +$244K 0.07% 172
2023
Q4 		$483K Buy
16,791
+2,583
+18% +$78.1K 0.05% 198
2023
Q3 		$471K Sell
14,208
-1,049
-7% -$37.1K 0.06% 184
2023
Q2 		$560K Sell
15,257
-1,927
-11% -$75K 0.07% 167
2023
Q1 		$701K Buy
17,184
+1,335
+8% +$57.7K 0.09% 138
2022
Q4 		$812K Sell
15,849
-548
-3% -$26.3K 0.11% 123
2022
Q3 		$718K Buy
16,397
+480
+3% +$23.3K 0.11% 129
2022
Q2 		$835K Sell
15,917
-200
-1% -$10.2K 0.12% 119
2022
Q1 		$834K Buy
16,117
+1,268
+9% +$65.8K 0.11% 138
2021
Q4 		$877K Buy
14,849
+2,128
+17% +$105K 0.11% 138
2021
Q3 		$547K Buy
12,721
+1,673
+15% +$74.1K 0.08% 163
2021
Q2 		$433K Buy
11,048
+26
+0.2% +$1.01K 0.06% 193
2021
Q1 		$399K Buy
11,022
+1,080
+11% +$38.3K 0.07% 178
2020
Q4 		$366K Buy
+9,942
New +$365K 0.07% 175

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

Tradition Wealth Management's PFE Position: Q1 2026 in Review

Tradition Wealth Management increased its Pfizer (PFE) stake by 4.7% in Q1 2026, buying an estimated $14.5K and bringing the position to 12,122 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #362.

Tradition Wealth Management first reported a position in PFE in Q4 2020 and has held it in 22 quarters since. The position peaked at $877K in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Tradition Wealth Management held 12,122 shares of Pfizer worth $340K as of Q1 2026.
  • Tradition Wealth Management bought 544 Pfizer shares in Q1 2026, an estimated $14.5K.
  • Pfizer made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #362 holding.
  • Tradition Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Pfizer position peaked at $877K in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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