West Wealth Group’s Pfizer PFE Stock Holding History

West Wealth Group’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	$236K	Buy	8,389 +152	+2%	+$4.05K	0.05%	120
2025 Q4	$205K	Buy	+8,237	New	+$208K	0.04%	125
2023 Q1	–	Sell	-4,496	Closed	-$230K	–	81
2022 Q4	$230K	Buy	+4,496	New	+$216K	0.11%	60
2022 Q3	–	Sell	-4,297	Closed	-$225K	–	65
2022 Q2	$225K	Sell	4,297 -191	-4%	-$9.73K	0.1%	62
2022 Q1	$232K	Buy	4,488 +7	+0.2%	+$363	0.09%	55
2021 Q4	$264K	Buy	+4,481	New	+$222K	0.1%	45

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 Wealth Group's PFE Position: Q1 2026 in Review

West Wealth Group increased its Pfizer (PFE) stake by 1.8% in Q1 2026, buying an estimated $4.05K and bringing the position to 8,389 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #120.

West Wealth Group first reported a position in PFE in Q4 2021 and has held it in 6 quarters since. The position peaked at $264K in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

West Wealth Group held 8,389 shares of Pfizer worth $236K as of Q1 2026.
West Wealth Group bought 152 Pfizer shares in Q1 2026, an estimated $4.05K.
Pfizer made up 0.05% of West Wealth Group's portfolio in Q1 2026, its #120 holding.
West Wealth Group first reported a position in Pfizer in Q4 2021 and has held it in 6 quarters since.
West Wealth Group's Pfizer position peaked at $264K in Q4 2021.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.