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Wallace Advisory Group’s Pfizer PFE Stock Holding History

Wallace Advisory 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 		$335K Buy
11,928
+339
+3% +$9.03K 0.36% 70
2025
Q4 		$289K Sell
11,589
-6,099
-34% -$154K 0.3% 92
2025
Q3 		$429K Sell
17,688
-1,227
-6% -$30.3K 0.34% 86
2025
Q2 		$479K Buy
18,915
+2,692
+17% +$62.8K 0.35% 84
2025
Q1 		$430K Buy
16,223
+95
+0.6% +$2.49K 0.3% 101
2024
Q4 		$467K Buy
16,128
+616
+4% +$16.7K 0.32% 87
2024
Q3 		$434K Hold
15,512
– – 0.32% 85
2024
Q2 		$434K Buy
+15,512
New +$427K 0.31% 86
2024
Q1 		– Sell
-11,986
Closed -$398K – 187
2023
Q4 		$398K Buy
11,986
+2,425
+25% +$73.3K 0.31% 82
2023
Q3 		$351K Buy
9,561
+833
+10% +$29.5K 0.25% 106
2023
Q2 		$356K Hold
8,728
– – 0.27% 102
2023
Q1 		$356K Buy
8,728
+521
+6% +$22.5K 0.27% 102
2022
Q4 		$421K Buy
+8,207
New +$393K 0.33% 83

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wallace Advisory Group's PFE Position: Q1 2026 in Review

Wallace Advisory Group increased its Pfizer (PFE) stake by 2.9% in Q1 2026, buying an estimated $9.03K and bringing the position to 11,928 shares worth $335K. The position accounts for 0.36% of the portfolio, ranked #70.

Wallace Advisory Group first reported a position in PFE in Q4 2022 and has held it in 13 quarters since. The position peaked at $479K in Q2 2025. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Wallace Advisory Group held 11,928 shares of Pfizer worth $335K as of Q1 2026.
  • Wallace Advisory Group bought 339 Pfizer shares in Q1 2026, an estimated $9.03K.
  • Pfizer made up 0.36% of Wallace Advisory Group's portfolio in Q1 2026, its #70 holding.
  • Wallace Advisory Group first reported a position in Pfizer in Q4 2022 and has held it in 13 quarters since.
  • Wallace Advisory Group's Pfizer position peaked at $479K in Q2 2025.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.