Twin City Private Wealth’s Pfizer PFE Stock Holding History

Twin City Private 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	$1.21M	Sell	43,109 -453	-1%	-$12.1K	0.92%	43
2025 Q4	$1.08M	Sell	43,562 -2,199	-5%	-$55.5K	0.82%	44
2025 Q3	$1.17M	Buy	45,761 +1,252	+3%	+$30.9K	0.91%	42
2025 Q2	$1.08M	Buy	44,509 +1,769	+4%	+$41.3K	0.88%	48
2025 Q1	$1.08M	Buy	42,740 +2,608	+6%	+$68.2K	0.95%	40
2024 Q4	$1.06M	Sell	40,132 -5,160	-11%	-$140K	0.94%	43
2024 Q3	$1.31M	Sell	45,292 -705	-2%	-$20.6K	1.14%	39
2024 Q2	$1.29M	Sell	45,997 -1,407	-3%	-$38.7K	1.22%	37
2024 Q1	$1.32M	Buy	+47,404	New	+$1.32M	1.3%	35

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

Twin City Private Wealth's PFE Position: Q1 2026 in Review

Twin City Private Wealth reduced its Pfizer (PFE) stake by 1% in Q1 2026, selling an estimated $12.1K and leaving 43,109 shares worth $1.21M. The position accounts for 0.92% of the portfolio, ranked #43.

Twin City Private Wealth first reported a position in PFE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2024. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Twin City Private Wealth held 43,109 shares of Pfizer worth $1.21M as of Q1 2026.
Twin City Private Wealth sold 453 Pfizer shares in Q1 2026, an estimated $12.1K.
Pfizer made up 0.92% of Twin City Private Wealth's portfolio in Q1 2026, its #43 holding.
Twin City Private Wealth first reported a position in Pfizer in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Pfizer position peaked at $1.32M in Q1 2024.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.