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Wealth Management Associates’s Pfizer PFE Stock Holding History

Wealth Management Associates’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 		$1.73M Buy
61,767
+749
+1% +$19.9K 0.6% 38
2025
Q4 		$1.52M Buy
61,018
+8,111
+15% +$205K 0.53% 42
2025
Q3 		$1.35M Sell
52,907
-2,926
-5% -$72.2K 0.48% 47
2025
Q2 		$1.35M Buy
55,833
+1,113
+2% +$26K 0.53% 43
2025
Q1 		$1.39M Buy
54,720
+5,053
+10% +$132K 0.59% 40
2024
Q4 		$1.32M Buy
49,667
+1,187
+2% +$32.2K 0.56% 42
2024
Q3 		$1.4M Buy
48,480
+843
+2% +$24.6K 0.62% 37
2024
Q2 		$1.33M Hold
47,637
– – 0.63% 39
2024
Q1 		$1.33M Buy
47,637
+3,822
+9% +$106K 0.63% 39
2023
Q4 		$1.26M Buy
43,815
+2,788
+7% +$84.3K 0.67% 36
2023
Q3 		$1.36M Buy
41,027
+459
+1% +$16.2K 0.79% 28
2023
Q2 		$1.49M Sell
40,568
-529
-1% -$20.6K 0.84% 26
2023
Q1 		$1.68M Sell
41,097
-264
-0.6% -$11.4K 1.04% 23
2022
Q4 		$2.12M Sell
41,361
-2,453
-6% -$118K 1.41% 16
2022
Q3 		$1.92M Sell
43,814
-246
-0.6% -$12K 1.35% 15
2022
Q2 		$2.31M Sell
44,060
-3,465
-7% -$177K 1.58% 13
2022
Q1 		$2.46M Buy
47,525
+2,606
+6% +$135K 1.4% 13
2021
Q4 		$2.65M Buy
44,919
+3,433
+8% +$170K 1.43% 13
2021
Q3 		$1.78M Sell
41,486
-90
-0.2% -$3.99K 1.04% 18
2021
Q2 		$1.63M Sell
41,576
-271
-0.6% -$10.5K 0.92% 20
2021
Q1 		$1.52M Sell
41,847
-8,656
-17% -$307K 0.96% 21
2020
Q4 		$1.86M Buy
50,503
+3,030
+6% +$111K 1.22% 16
2020
Q3 		$1.65M Buy
47,473
+8,529
+22% +$299K 1.28% 17
2020
Q2 		$1.21M Buy
38,944
+1,798
+5% +$61.1K 1.02% 23
2020
Q1 		$1.15M Buy
37,146
+1,610
+5% +$54.9K 1.16% 20
2019
Q4 		$1.32M Buy
35,536
+3,476
+11% +$124K 0.95% 25
2019
Q3 		$1.09M Buy
32,060
+3,117
+11% +$113K 0.88% 26
2019
Q2 		$1.19M Buy
28,943
+641
+2% +$25.5K 1.18% 26
2019
Q1 		$1.14M Buy
28,302
+2,926
+12% +$117K 1.24% 25
2018
Q4 		$1.05M Buy
+25,376
New +$1.05M 1.42% 22

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 Management Associates's PFE Position: Q1 2026 in Review

Wealth Management Associates increased its Pfizer (PFE) stake by 1.2% in Q1 2026, buying an estimated $19.9K and bringing the position to 61,767 shares worth $1.73M. The position accounts for 0.6% of the portfolio, ranked #38.

Wealth Management Associates first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.65M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Wealth Management Associates held 61,767 shares of Pfizer worth $1.73M as of Q1 2026.
  • Wealth Management Associates bought 749 Pfizer shares in Q1 2026, an estimated $19.9K.
  • Pfizer made up 0.6% of Wealth Management Associates's portfolio in Q1 2026, its #38 holding.
  • Wealth Management Associates first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's Pfizer position peaked at $2.65M in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.