WP
PFE icon

WealthShield Partners’s Pfizer PFE Stock Holding History

WealthShield Partners’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 		$819K Buy
29,174
+2,629
+10% +$70K 0.09% 204
2025
Q4 		$711K Buy
26,545
+1,328
+5% +$33.5K 0.08% 214
2025
Q3 		$643K Buy
25,217
+658
+3% +$16.2K 0.07% 217
2025
Q2 		$595K Buy
24,559
+156
+0.6% +$3.64K 0.07% 215
2025
Q1 		$618K Buy
24,403
+1,459
+6% +$38.2K 0.08% 203
2024
Q4 		$609K Buy
22,944
+1,251
+6% +$33.9K 0.09% 196
2024
Q3 		$628K Buy
21,693
+1,260
+6% +$36.8K 0.09% 194
2024
Q2 		$572K Buy
20,433
+1,001
+5% +$27.6K 0.09% 193
2024
Q1 		$539K Buy
19,432
+175
+0.9% +$4.86K 0.09% 188
2023
Q4 		$554K Sell
19,257
-1,297
-6% -$39.2K 0.09% 192
2023
Q3 		$682K Buy
20,554
+2,170
+12% +$76.7K 0.1% 184
2023
Q2 		$674K Sell
18,384
-950
-5% -$37K 0.1% 182
2023
Q1 		$789K Sell
19,334
-259
-1% -$11.2K 0.13% 170
2022
Q4 		$1M Buy
19,593
+2,388
+14% +$114K 0.19% 126
2022
Q3 		$753K Sell
17,205
-1,730
-9% -$84.1K 0.15% 159
2022
Q2 		$993K Buy
18,935
+1,429
+8% +$72.8K 0.2% 126
2022
Q1 		$906K Sell
17,506
-6,234
-26% -$323K 0.15% 158
2021
Q4 		$1.4M Buy
23,740
+17,998
+313% +$892K 0.23% 94
2021
Q3 		$247K Sell
5,742
-3,808
-40% -$169K 0.07% 205
2021
Q2 		$374K Buy
9,550
+1,067
+13% +$41.5K 0.06% 186
2021
Q1 		$307K Sell
8,483
-1,297
-13% -$46.1K 0.06% 202
2020
Q4 		$360K Sell
9,780
-3,856
-28% -$141K 0.07% 215
2020
Q3 		$475K Buy
+13,636
New +$478K 0.17% 137

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

WealthShield Partners's PFE Position: Q1 2026 in Review

WealthShield Partners increased its Pfizer (PFE) stake by 9.9% in Q1 2026, buying an estimated $70K and bringing the position to 29,174 shares worth $819K. The position accounts for 0.09% of the portfolio, ranked #204.

WealthShield Partners first reported a position in PFE in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.4M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • WealthShield Partners held 29,174 shares of Pfizer worth $819K as of Q1 2026.
  • WealthShield Partners bought 2,629 Pfizer shares in Q1 2026, an estimated $70K.
  • Pfizer made up 0.09% of WealthShield Partners's portfolio in Q1 2026, its #204 holding.
  • WealthShield Partners first reported a position in Pfizer in Q3 2020 and has held it in 23 quarters since.
  • WealthShield Partners's Pfizer position peaked at $1.4M in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.