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Wealth Alliance’s Pfizer PFE Stock Holding History

Wealth Alliance’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 		$2.57M Sell
91,537
-2,187
-2% -$58.2K 0.25% 84
2025
Q4 		$2.33M Buy
93,724
+2,379
+3% +$60K 0.23% 78
2025
Q3 		$2.33M Buy
91,345
+26,318
+40% +$650K 0.24% 79
2025
Q2 		$1.58M Buy
65,027
+10,437
+19% +$243K 0.18% 116
2025
Q1 		$1.38M Buy
54,590
+7,199
+15% +$188K 0.17% 121
2024
Q4 		$1.26M Sell
47,391
-4,149
-8% -$113K 0.15% 134
2024
Q3 		$1.49M Buy
51,540
+1,780
+4% +$51.9K 0.18% 114
2024
Q2 		$1.39M Sell
49,760
-2,478
-5% -$68.2K 0.18% 110
2024
Q1 		$1.45M Buy
52,238
+14,436
+38% +$401K 0.19% 114
2023
Q4 		$1.09M Sell
37,802
-6,216
-14% -$188K 0.15% 131
2023
Q3 		$1.46M Buy
44,018
+2,825
+7% +$99.9K 0.23% 92
2023
Q2 		$1.51M Buy
41,193
+509
+1% +$19.8K 0.23% 95
2023
Q1 		$1.66M Sell
40,684
-2,492
-6% -$108K 0.27% 80
2022
Q4 		$2.21M Buy
43,176
+6,162
+17% +$295K 0.39% 47
2022
Q3 		$1.62M Sell
37,014
-644
-2% -$31.3K 0.32% 59
2022
Q2 		$1.98M Buy
37,658
+3,485
+10% +$178K 0.38% 53
2022
Q1 		$1.77M Buy
34,173
+3,660
+12% +$190K 0.36% 54
2021
Q4 		$1.8M Sell
30,513
-644
-2% -$31.9K 0.36% 54
2021
Q3 		$1.34M Sell
31,157
-14,371
-32% -$637K 0.3% 69
2021
Q2 		$1.78M Buy
45,528
+992
+2% +$38.6K 0.42% 49
2021
Q1 		$1.61M Sell
44,536
-3,533
-7% -$125K 0.45% 46
2020
Q4 		$1.77M Buy
48,069
+2,665
+6% +$97.8K 0.52% 37
2020
Q3 		$1.58M Buy
45,404
+11,207
+33% +$393K 0.57% 35
2020
Q2 		$1.06M Sell
34,197
-6,203
-15% -$211K 0.42% 60
2020
Q1 		$1.25M Sell
40,400
-4,260
-10% -$145K 0.67% 30
2019
Q4 		$1.66M Buy
+44,660
New +$1.59M 1.18% 30

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 Alliance's PFE Position: Q1 2026 in Review

Wealth Alliance reduced its Pfizer (PFE) stake by 2.3% in Q1 2026, selling an estimated $58.2K and leaving 91,537 shares worth $2.57M. The position accounts for 0.25% of the portfolio, ranked #84.

Wealth Alliance first reported a position in PFE in Q4 2019 and has held it in 26 quarters since. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Wealth Alliance held 91,537 shares of Pfizer worth $2.57M as of Q1 2026.
  • Wealth Alliance sold 2,187 Pfizer shares in Q1 2026, an estimated $58.2K.
  • Pfizer made up 0.25% of Wealth Alliance's portfolio in Q1 2026, its #84 holding.
  • Wealth Alliance first reported a position in Pfizer in Q4 2019 and has held it in 26 quarters since.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.