U.S. Capital Wealth Advisors’s Pfizer PFE Stock Holding History

U.S. Capital Wealth Advisors’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	$14M	Buy	500,221 +13,606	+3%	+$362K	0.35%	62
2025 Q4	$12.1M	Buy	486,615 +15,407	+3%	+$389K	0.32%	72
2025 Q3	$12M	Buy	471,208 +9,259	+2%	+$229K	0.32%	73
2025 Q2	$11.2M	Buy	461,949 +61,977	+15%	+$1.45M	0.33%	72
2025 Q1	$10.1M	Buy	399,972 +99,278	+33%	+$2.6M	0.31%	75
2024 Q4	$7.98M	Sell	300,694 -139,064	-32%	-$3.77M	0.25%	86
2024 Q3	$12.7M	Buy	439,758 +845	+0.2%	+$24.6K	0.45%	54
2024 Q2	$12.3M	Sell	438,913 -38,342	-8%	-$1.06M	0.47%	51
2024 Q1	$13.2M	Buy	477,255 +79,830	+20%	+$2.22M	0.51%	41
2023 Q4	$11.4M	Sell	397,425 -105,745	-21%	-$3.2M	0.45%	46
2023 Q3	$16.7M	Buy	503,170 +78,421	+18%	+$2.77M	0.75%	23
2023 Q2	$15.6M	Buy	424,749 +45,145	+12%	+$1.76M	0.74%	24
2023 Q1	$15.5M	Buy	379,604 +17,572	+5%	+$759K	0.72%	23
2022 Q4	$18.6M	Sell	362,032 -55,527	-13%	-$2.66M	0.86%	20
2022 Q3	$18.3M	Sell	417,559 -152,927	-27%	-$7.43M	0.92%	16
2022 Q2	$29.9M	Buy	570,486 +27,140	+5%	+$1.38M	1.31%	9
2022 Q1	$28.1M	Sell	543,346 -38,074	-7%	-$1.98M	1.03%	13
2021 Q4	$34.3M	Sell	581,420 -62,021	-10%	-$3.07M	1.36%	8
2021 Q3	$27.5M	Buy	+643,441	New	+$28.5M	1.19%	11

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

U.S. Capital Wealth Advisors's PFE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Pfizer (PFE) stake by 2.8% in Q1 2026, buying an estimated $362K and bringing the position to 500,221 shares worth $14M. The position accounts for 0.35% of the portfolio, ranked #62.

U.S. Capital Wealth Advisors first reported a position in PFE in Q3 2021 and has held it in 19 quarters since. The position peaked at $34.3M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

U.S. Capital Wealth Advisors held 500,221 shares of Pfizer worth $14M as of Q1 2026.
U.S. Capital Wealth Advisors bought 13,606 Pfizer shares in Q1 2026, an estimated $362K.
Pfizer made up 0.35% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #62 holding.
U.S. Capital Wealth Advisors first reported a position in Pfizer in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Pfizer position peaked at $34.3M in Q4 2021.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.