Valley Wealth Managers’s Pfizer PFE Stock Holding History

Valley Wealth Managers’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	$26.6M	Buy	948,832 +207,642	+28%	+$5.53M	1.72%	18
2025 Q4	$18.5M	Sell	741,190 -62,500	-8%	-$1.58M	1.18%	39
2025 Q3	$20.5M	Sell	803,690 -2,872	-0.4%	-$70.9K	1.35%	34
2025 Q2	$19.6M	Buy	806,562 +24,772	+3%	+$578K	1.41%	34
2025 Q1	$19.8M	Buy	781,790 +242,296	+45%	+$6.34M	1.5%	29
2024 Q4	$14.3M	Sell	539,494 -139,248	-21%	-$3.78M	1.07%	42
2024 Q3	$19.6M	Buy	678,742 +28,933	+4%	+$844K	1.46%	30
2024 Q2	$18.2M	Buy	649,809 +98,802	+18%	+$2.72M	1.45%	27
2024 Q1	$15.3M	Buy	551,007 +117,205	+27%	+$3.25M	1.15%	43
2023 Q4	$12.5M	Sell	433,802 -47,869	-10%	-$1.45M	0.97%	46
2023 Q3	$16M	Buy	481,671 +9,479	+2%	+$335K	1.33%	32
2023 Q2	$17.3M	Sell	472,192 -453	-0.1%	-$17.6K	1.56%	29
2023 Q1	$19.3M	Buy	472,645 +16,371	+4%	+$707K	1.75%	17
2022 Q4	$23.4M	Sell	456,274 -6,833	-1%	-$328K	2.17%	5
2022 Q3	$20.3M	Buy	463,107 +3,426	+0.7%	+$166K	2.02%	10
2022 Q2	$24.1M	Sell	459,681 -16,632	-3%	-$848K	2.26%	5
2022 Q1	$24.7M	Sell	476,313 -4,409	-0.9%	-$229K	2.06%	7
2021 Q4	$28.4M	Sell	480,722 -24,403	-5%	-$1.21M	2.28%	4
2021 Q3	$21.7M	Sell	505,125 -16,683	-3%	-$739K	1.89%	13
2021 Q2	$20.4M	Sell	521,808 -8,060	-2%	-$313K	1.73%	20
2021 Q1	$19.2M	Buy	529,868 +13,357	+3%	+$474K	1.72%	26
2020 Q4	$19M	Sell	516,511 -38,265	-7%	-$1.4M	1.86%	18
2020 Q3	$19.3M	Sell	554,776 -17,918	-3%	-$628K	2.13%	9
2020 Q2	$17.8M	Sell	572,694 -3,164	-0.5%	-$107K	1.99%	14
2020 Q1	$17.8M	Buy	575,858 +16,007	+3%	+$545K	2.32%	8
2019 Q4	$20.8M	Sell	559,851 -21,667	-4%	-$772K	2.08%	8
2019 Q3	$19.8M	Buy	581,518 +194,809	+50%	+$7.08M	2.1%	11
2019 Q2	$15.9M	Buy	386,709 +22,024	+6%	+$875K	1.69%	31
2019 Q1	$14.7M	Buy	364,685 +35,029	+11%	+$1.4M	1.6%	34
2018 Q4	$13.7M	Buy	329,656 +103,751	+46%	+$4.31M	1.78%	28
2018 Q3	$9.45M	Buy	225,905 +171,059	+312%	+$6.59M	1.12%	42
2018 Q2	$1.89M	Sell	54,846 -2,717	-5%	-$92.8K	0.23%	59
2018 Q1	$1.94M	Buy	57,563 +1,396	+2%	+$48K	0.24%	59
2017 Q4	$1.93M	Buy	56,167 +1,938	+4%	+$66.1K	0.23%	58
2017 Q3	$1.84M	Sell	54,229 -3,292	-6%	-$106K	0.23%	60
2017 Q2	$1.83M	Sell	57,521 -4,454	-7%	-$140K	0.25%	56
2017 Q1	$2.01M	Buy	61,975 +2,481	+4%	+$78.2K	0.27%	59
2016 Q4	$1.83M	Buy	59,494 +4,567	+8%	+$139K	0.26%	59
2016 Q3	$1.76M	Buy	54,927 +2,123	+4%	+$71K	0.26%	58
2016 Q2	$1.76M	Buy	52,804 +8,422	+19%	+$269K	0.27%	58
2016 Q1	$1.25M	Buy	44,382 +4,941	+13%	+$141K	0.21%	58
2015 Q4	$1.21M	Sell	39,441 -464	-1%	-$14.6K	0.22%	55
2015 Q3	$1.19M	Sell	39,905 -3,068	-7%	-$98.4K	0.22%	53
2015 Q2	$1.37M	Sell	42,973 -2,019	-4%	-$65.8K	0.24%	50
2015 Q1	$1.49M	Buy	44,992 +485	+1%	+$15.4K	0.26%	50
2014 Q4	$1.31M	Buy	44,507 +2,492	+6%	+$71.5K	0.24%	56
2014 Q3	$1.18M	Buy	42,015 +622	+2%	+$17.5K	0.23%	54
2014 Q2	$1.17M	Buy	41,393 +33,530	+426%	+$956K	0.22%	53
2014 Q1	$240K	Buy	7,863 +369	+5%	+$11K	0.05%	97
2013 Q4	$218K	Sell	7,494 -632	-8%	-$18.4K	0.04%	98
2013 Q3	$221K	Sell	8,126 -396	-5%	-$10.8K	0.05%	98
2013 Q2	$226K	Buy	+8,522	New	+$235K	0.05%	98

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

Valley Wealth Managers's PFE Position: Q1 2026 in Review

Valley Wealth Managers increased its Pfizer (PFE) stake by 28% in Q1 2026, buying an estimated $5.53M and bringing the position to 948,832 shares worth $26.6M. The position accounts for 1.72% of the portfolio, ranked #18.

Valley Wealth Managers first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.4M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Valley Wealth Managers held 948,832 shares of Pfizer worth $26.6M as of Q1 2026.
Valley Wealth Managers bought 207,642 Pfizer shares in Q1 2026, an estimated $5.53M.
Pfizer made up 1.72% of Valley Wealth Managers's portfolio in Q1 2026, its #18 holding.
Valley Wealth Managers first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
Valley Wealth Managers's Pfizer position peaked at $28.4M in Q4 2021.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.