WE
PFE icon

Wealth Effects’s Pfizer PFE Stock Holding History

Wealth Effects’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 		$2.14M Buy
76,075
+3,959
+5% +$105K 0.76% 27
2025
Q4 		$1.8M Sell
72,116
-8,339
-10% -$210K 0.56% 32
2025
Q3 		$2.05M Buy
80,455
+9,322
+13% +$230K 0.66% 30
2025
Q2 		$1.72M Buy
71,133
+5,572
+8% +$130K 0.65% 32
2025
Q1 		$1.66M Buy
65,561
+8,073
+14% +$211K 0.7% 29
2024
Q4 		$1.53M Sell
57,488
-8,634
-13% -$234K 0.54% 39
2024
Q3 		$1.91M Sell
66,122
-2,952
-4% -$86.1K 0.67% 30
2024
Q2 		$1.93M Buy
69,074
+18,436
+36% +$508K 0.7% 26
2024
Q1 		$1.41M Sell
50,638
-6,683
-12% -$185K 0.52% 43
2023
Q4 		$1.65M Buy
57,321
+828
+1% +$25K 0.62% 32
2023
Q3 		$1.87M Buy
56,493
+3,663
+7% +$130K 0.93% 16
2023
Q2 		$1.94M Sell
52,830
-74
-0.1% -$2.88K 0.85% 15
2023
Q1 		$2.16M Sell
52,904
-989
-2% -$42.7K 1.11% 15
2022
Q4 		$2.76M Sell
53,893
-20,233
-27% -$970K 1.58% 11
2022
Q3 		$3.24M Buy
74,126
+546
+0.7% +$26.5K 1.98% 10
2022
Q2 		$3.86M Buy
73,580
+3,198
+5% +$163K 2.32% 9
2022
Q1 		$3.64M Buy
70,382
+964
+1% +$50K 1.7% 13
2021
Q4 		$4.1M Buy
+69,418
New +$3.44M 1.7% 12

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 Effects's PFE Position: Q1 2026 in Review

Wealth Effects increased its Pfizer (PFE) stake by 5.5% in Q1 2026, buying an estimated $105K and bringing the position to 76,075 shares worth $2.14M. The position accounts for 0.76% of the portfolio, ranked #27.

Wealth Effects first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.1M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Wealth Effects held 76,075 shares of Pfizer worth $2.14M as of Q1 2026.
  • Wealth Effects bought 3,959 Pfizer shares in Q1 2026, an estimated $105K.
  • Pfizer made up 0.76% of Wealth Effects's portfolio in Q1 2026, its #27 holding.
  • Wealth Effects first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Pfizer position peaked at $4.1M in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.