West Financial Advisors’s Pfizer PFE Stock Holding History

West Financial 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	–	Sell	-177	Closed	-$4.41K	–	224
2025 Q4	$4.41K	Buy	+177	New	+$4.46K	﹤0.01%	177
2025 Q1	–	Sell	-108	Closed	-$2.87K	–	220
2024 Q4	$2.87K	Buy	+108	New	+$2.93K	﹤0.01%	170
2024 Q1	–	Sell	-591	Closed	-$17K	–	164
2023 Q4	$17K	Sell	591 -171	-22%	-$5.17K	﹤0.01%	111
2023 Q3	$25.3K	Buy	762 +171	+29%	+$6.05K	0.01%	101
2023 Q2	$21.7K	Hold	591	–	–	0.01%	106
2023 Q1	$24.1K	Hold	591	–	–	0.01%	98
2022 Q4	$30.3K	Hold	591	–	–	0.01%	90
2022 Q3	$26K	Hold	591	–	–	0.01%	120
2022 Q2	$31K	Sell	591 -137	-19%	-$6.98K	0.01%	110
2022 Q1	$38K	Buy	728 +137	+23%	+$7.11K	0.01%	109
2021 Q4	$35K	Hold	591	–	–	0.01%	119
2021 Q3	$25K	Hold	591	–	–	0.01%	116
2021 Q2	$23K	Hold	591	–	–	0.01%	109
2021 Q1	$21K	Sell	591 -40	-6%	-$1.42K	0.01%	110
2020 Q4	$23K	Buy	+631	New	+$23.1K	0.01%	106

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

West Financial Advisors's PFE Position: Q1 2026 in Review

West Financial Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 177 shares — an estimated $4.41K sold.

West Financial Advisors first reported a position in PFE in Q4 2020 and held it in 15 quarters. The position peaked at $38K in Q1 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

West Financial Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 177 Pfizer shares in Q1 2026, an estimated $4.41K.
West Financial Advisors first reported a position in Pfizer in Q4 2020 and held it in 15 quarters.
West Financial Advisors's Pfizer position peaked at $38K in Q1 2022.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.