TritonPoint Wealth’s Pfizer PFE Stock Holding History

TritonPoint 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	$814K	Buy	28,974 +162	+0.6%	+$4.31K	0.09%	136
2025 Q4	$717K	Sell	28,812 -3,053	-10%	-$77K	0.07%	144
2025 Q3	$812K	Buy	31,865 +791	+3%	+$19.5K	0.07%	174
2025 Q2	$753K	Buy	31,074 +1,540	+5%	+$35.9K	0.07%	179
2025 Q1	$748K	Buy	29,534 +3,684	+14%	+$96.4K	0.07%	177
2024 Q4	$686K	Sell	25,850 -1,994	-7%	-$54.1K	0.06%	179
2024 Q3	$810K	Sell	27,844 -1,905	-6%	-$55.6K	0.07%	169
2024 Q2	$832K	Sell	29,749 -21,602	-42%	-$595K	0.08%	157
2024 Q1	$2.21M	Sell	51,351 -38,291	-43%	-$1.06M	0.23%	98
2023 Q4	$2.58M	Buy	+89,642	New	+$2.71M	0.25%	94

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

TritonPoint Wealth's PFE Position: Q1 2026 in Review

TritonPoint Wealth increased its Pfizer (PFE) stake by 0.56% in Q1 2026, buying an estimated $4.31K and bringing the position to 28,974 shares worth $814K. The position accounts for 0.09% of the portfolio, ranked #136.

TritonPoint Wealth first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.58M in Q4 2023. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

TritonPoint Wealth held 28,974 shares of Pfizer worth $814K as of Q1 2026.
TritonPoint Wealth bought 162 Pfizer shares in Q1 2026, an estimated $4.31K.
Pfizer made up 0.09% of TritonPoint Wealth's portfolio in Q1 2026, its #136 holding.
TritonPoint Wealth first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Pfizer position peaked at $2.58M in Q4 2023.
2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.