TAFW
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Tred Avon Family Wealth’s Pfizer PFE Stock Holding History

Tred Avon Family Wealth’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 		$1.57M Buy
55,969
+5,402
+11% +$144K 0.52% 45
2025
Q4 		$1.26M Sell
50,567
-5,167
-9% -$130K 0.41% 61
2025
Q3 		$1.42M Buy
+55,734
New +$1.38M 0.49% 49

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 $336B AUM 34.66% 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 $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Tred Avon Family Wealth's PFE Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Pfizer (PFE) stake by 11% in Q1 2026, buying an estimated $144K and bringing the position to 55,969 shares worth $1.57M. The position accounts for 0.52% of the portfolio, ranked #45.

Tred Avon Family Wealth first reported a position in PFE in Q3 2025 and has held it in 3 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Tred Avon Family Wealth held 55,969 shares of Pfizer worth $1.57M as of Q1 2026.
  • Tred Avon Family Wealth bought 5,402 Pfizer shares in Q1 2026, an estimated $144K.
  • Pfizer made up 0.52% of Tred Avon Family Wealth's portfolio in Q1 2026, its #45 holding.
  • Tred Avon Family Wealth first reported a position in Pfizer in Q3 2025 and has held it in 3 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.