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Wealth Dimensions Group’s Pfizer PFE Stock Holding History

Wealth Dimensions 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 		$736K Sell
26,228
-4,837
-16% -$129K 0.14% 76
2025
Q4 		$774K Buy
31,065
+1,353
+5% +$34.1K 0.15% 73
2025
Q3 		$757K Sell
29,712
-199
-0.7% -$4.91K 0.16% 78
2025
Q2 		$725K Buy
29,911
+128
+0.4% +$2.98K 0.16% 78
2025
Q1 		$755K Buy
29,783
+1,938
+7% +$50.7K 0.18% 69
2024
Q4 		$739K Buy
27,845
+3,552
+15% +$96.3K 0.18% 70
2024
Q3 		$703K Buy
24,293
+502
+2% +$14.6K 0.18% 67
2024
Q2 		$666K Buy
23,791
+454
+2% +$12.5K 0.19% 66
2024
Q1 		$648K Buy
23,337
+7,481
+47% +$208K 0.19% 65
2023
Q4 		$456K Sell
15,856
-3,391
-18% -$103K 0.14% 81
2023
Q3 		$638K Sell
19,247
-122
-0.6% -$4.31K 0.23% 58
2023
Q2 		$710K Buy
19,369
+568
+3% +$22.1K 0.26% 52
2023
Q1 		$767K Buy
18,801
+1,069
+6% +$46.2K 0.3% 47
2022
Q4 		$909K Buy
17,732
+1,089
+7% +$52.2K 0.37% 43
2022
Q3 		$728K Sell
16,643
-26
-0.2% -$1.26K 0.36% 42
2022
Q2 		$874K Sell
16,669
-23
-0.1% -$1.17K 0.41% 39
2022
Q1 		$864K Sell
16,692
-963
-5% -$50K 0.4% 45
2021
Q4 		$1.04M Sell
17,655
-331
-2% -$16.4K 0.51% 30
2021
Q3 		$774K Sell
17,986
-361
-2% -$16K 0.5% 40
2021
Q2 		$718K Buy
18,347
+53
+0.3% +$2.06K 0.49% 40
2021
Q1 		$663K Buy
18,294
+630
+4% +$22.4K 0.51% 38
2020
Q4 		$650K Buy
+17,664
New +$648K 0.56% 31

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 Dimensions Group's PFE Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Pfizer (PFE) stake by 16% in Q1 2026, selling an estimated $129K and leaving 26,228 shares worth $736K. The position accounts for 0.14% of the portfolio, ranked #76.

Wealth Dimensions Group first reported a position in PFE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Wealth Dimensions Group held 26,228 shares of Pfizer worth $736K as of Q1 2026.
  • Wealth Dimensions Group sold 4,837 Pfizer shares in Q1 2026, an estimated $129K.
  • Pfizer made up 0.14% of Wealth Dimensions Group's portfolio in Q1 2026, its #76 holding.
  • Wealth Dimensions Group first reported a position in Pfizer in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Pfizer position peaked at $1.04M in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.