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Wealth Preservation Advisors’s Pfizer PFE Stock Holding History

Wealth Preservation Advisors’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 		$17.2K Buy
614
+302
+97% +$8.04K 0.01% 334
2025
Q4 		$7.77K Buy
312
+33
+12% +$832 ﹤0.01% 320
2025
Q3 		$7.11K Sell
279
-326
-54% -$8.05K ﹤0.01% 323
2025
Q2 		$14.7K Sell
605
-60
-9% -$1.4K 0.01% 273
2025
Q1 		$16.9K Buy
+665
New +$17.4K 0.01% 277

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 Preservation Advisors's PFE Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Pfizer (PFE) stake by 97% in Q1 2026, buying an estimated $8.04K and bringing the position to 614 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #334.

Wealth Preservation Advisors first reported a position in PFE in Q1 2025 and has held it in 5 quarters since. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Wealth Preservation Advisors held 614 shares of Pfizer worth $17.2K as of Q1 2026.
  • Wealth Preservation Advisors bought 302 Pfizer shares in Q1 2026, an estimated $8.04K.
  • Pfizer made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #334 holding.
  • Wealth Preservation Advisors first reported a position in Pfizer in Q1 2025 and has held it in 5 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.