WAS
PFE icon

Wealth Advisory Solutions’s Pfizer PFE Stock Holding History

Wealth Advisory Solutions’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 		$708K Buy
25,231
+1,336
+6% +$35.6K 0.16% 80
2025
Q4 		$595K Sell
23,895
-4,083
-15% -$103K 0.14% 79
2025
Q3 		$713K Buy
27,978
+470
+2% +$11.6K 0.17% 81
2025
Q2 		$667K Buy
27,508
+129
+0.5% +$3.01K 0.17% 80
2025
Q1 		$694K Buy
27,379
+664
+2% +$17.4K 0.18% 77
2024
Q4 		$709K Sell
26,715
-143
-0.5% -$3.88K 0.2% 69
2024
Q3 		$777K Buy
26,858
+5,117
+24% +$149K 0.21% 68
2024
Q2 		$608K Buy
21,741
+3,368
+18% +$92.7K 0.16% 74
2024
Q1 		$510K Buy
18,373
+3,058
+20% +$84.9K 0.13% 80
2023
Q4 		$441K Sell
15,315
-20,334
-57% -$615K 0.15% 59
2023
Q3 		$1.12M Buy
35,649
+14,048
+65% +$497K 0.22% 68
2023
Q2 		$792K Sell
21,601
-10,646
-33% -$414K 0.21% 68
2023
Q1 		$1.32M Sell
32,247
-29,701
-48% -$1.28M 0.35% 62
2022
Q4 		$3.17M Sell
61,948
-6,690
-10% -$321K 0.85% 36
2022
Q3 		$3M Sell
68,638
-2,461
-3% -$120K 0.83% 41
2022
Q2 		$3.73M Sell
71,099
-397
-0.6% -$20.2K 0.92% 40
2022
Q1 		$3.7M Buy
+71,496
New +$3.71M 0.77% 45
2021
Q3 		$2.5M Buy
58,115
+30,525
+111% +$1.35M 0.56% 48
2021
Q2 		$1.08M Sell
27,590
-16,900
-38% -$657K 0.26% 85
2021
Q1 		$624K Buy
44,490
+20,145
+83% +$715K 0.47% 41
2020
Q4 		$896K Sell
24,345
-2,914
-11% -$107K 0.24% 69
2020
Q3 		$949K Buy
27,259
+1,146
+4% +$40.2K 0.25% 84
2020
Q2 		$810K Buy
26,113
+1,693
+7% +$57.5K 0.23% 88
2020
Q1 		$756K Sell
24,420
-4,239
-15% -$144K 0.26% 86
2019
Q4 		$1.06M Buy
+28,659
New +$1.02M 0.28% 84

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

Wealth Advisory Solutions's PFE Position: Q1 2026 in Review

Wealth Advisory Solutions increased its Pfizer (PFE) stake by 5.6% in Q1 2026, buying an estimated $35.6K and bringing the position to 25,231 shares worth $708K. The position accounts for 0.16% of the portfolio, ranked #80.

Wealth Advisory Solutions first reported a position in PFE in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.73M in Q2 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Wealth Advisory Solutions held 25,231 shares of Pfizer worth $708K as of Q1 2026.
  • Wealth Advisory Solutions bought 1,336 Pfizer shares in Q1 2026, an estimated $35.6K.
  • Pfizer made up 0.16% of Wealth Advisory Solutions's portfolio in Q1 2026, its #80 holding.
  • Wealth Advisory Solutions first reported a position in Pfizer in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's Pfizer position peaked at $3.73M in Q2 2022.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.