Vermillion & White Wealth Management Group’s Pfizer PFE Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-5,553	Closed	-$138K	–	386
2025 Q4	$138K	Sell	5,553 -2,994	-35%	-$75.5K	0.08%	79
2025 Q3	$218K	Buy	8,547 +806	+10%	+$19.9K	0.12%	60
2025 Q2	$188K	Sell	7,741 -68	-0.9%	-$1.59K	0.12%	58
2025 Q1	$198K	Buy	7,809 +6	+0.1%	+$157	0.14%	55
2024 Q4	$207K	Sell	7,803 -209	-3%	-$5.67K	0.15%	64
2024 Q3	$232K	Buy	8,012 +6	+0.1%	+$175	0.17%	58
2024 Q2	$224K	Sell	8,006 -25	-0.3%	-$688	0.17%	60
2024 Q1	$223K	Sell	8,031 -76	-0.9%	-$2.11K	0.18%	59
2023 Q4	$233K	Buy	+8,107	New	+$245K	0.23%	45

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vermillion & White Wealth Management Group's PFE Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Pfizer (PFE) in Q1 2026, closing a stake of 5,553 shares — an estimated $138K sold.

Vermillion & White Wealth Management Group first reported a position in PFE in Q4 2023 and held it in 9 quarters. The position peaked at $233K in Q4 2023. 2,955 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 5,553 Pfizer shares in Q1 2026, an estimated $138K.
Vermillion & White Wealth Management Group first reported a position in Pfizer in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's Pfizer position peaked at $233K in Q4 2023.
2,955 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.