WWM
PFE icon

Western Wealth Management’s Pfizer PFE Stock Holding History

Western Wealth Management’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 		$2.19M Buy
77,933
+15,748
+25% +$419K 0.08% 264
2025
Q4 		$1.55M Buy
62,185
+9,586
+18% +$242K 0.07% 261
2025
Q3 		$1.34M Buy
52,599
+5,528
+12% +$136K 0.07% 246
2025
Q2 		$1.14M Buy
47,071
+9,026
+24% +$210K 0.07% 249
2025
Q1 		$964K Buy
38,045
+2,732
+8% +$71.5K 0.06% 262
2024
Q4 		$937K Sell
35,313
-20,654
-37% -$560K 0.06% 260
2024
Q3 		$1.62M Buy
55,967
+23,287
+71% +$679K 0.09% 224
2024
Q2 		$914K Sell
32,680
-1,094
-3% -$30.1K 0.07% 243
2024
Q1 		$937K Sell
33,774
-13,884
-29% -$385K 0.07% 240
2023
Q4 		$1.37M Sell
47,658
-7,074
-13% -$214K 0.1% 212
2023
Q3 		$1.82M Sell
54,732
-47
-0.1% -$1.66K 0.15% 145
2023
Q2 		$2.01M Buy
54,779
+4,142
+8% +$161K 0.17% 126
2023
Q1 		$2.07M Sell
50,637
-307
-0.6% -$13.3K 0.19% 122
2022
Q4 		$2.61M Sell
50,944
-29,829
-37% -$1.43M 0.27% 98
2022
Q3 		$3.6M Buy
80,773
+2,401
+3% +$117K 0.21% 111
2022
Q2 		$4.12M Buy
78,372
+808
+1% +$41.2K 0.24% 93
2022
Q1 		$4.01M Buy
77,564
+44,905
+137% +$2.33M 0.19% 114
2021
Q4 		$1.93M Buy
+32,659
New +$1.62M 0.19% 123
2021
Q2 		$1.14M Buy
28,881
+7,513
+35% +$292K 0.12% 190
2021
Q1 		$774K Sell
21,368
-686
-3% -$24.4K 0.1% 200
2020
Q4 		$812K Sell
22,054
-3,237
-13% -$119K 0.12% 186
2020
Q3 		$881K Sell
25,291
-1,151
-4% -$40.4K 0.14% 160
2020
Q2 		$824K Sell
26,442
-15,799
-37% -$537K 0.15% 152
2020
Q1 		$1.31M Buy
42,241
+27,740
+191% +$945K 0.3% 82
2019
Q4 		$539K Sell
14,501
-9,942
-41% -$354K 0.08% 222
2019
Q3 		$836K Buy
24,443
+422
+2% +$15.3K 0.17% 135
2019
Q2 		$985K Sell
24,021
-21,247
-47% -$844K 0.13% 136
2019
Q1 		$1.82M Buy
45,268
+18,168
+67% +$728K 0.4% 56
2018
Q4 		$1.12M Buy
+27,100
New +$1.12M 0.3% 79

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

Western Wealth Management's PFE Position: Q1 2026 in Review

Western Wealth Management increased its Pfizer (PFE) stake by 25% in Q1 2026, buying an estimated $419K and bringing the position to 77,933 shares worth $2.19M. The position accounts for 0.08% of the portfolio, ranked #264.

Western Wealth Management first reported a position in PFE in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.12M in Q2 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Western Wealth Management held 77,933 shares of Pfizer worth $2.19M as of Q1 2026.
  • Western Wealth Management bought 15,748 Pfizer shares in Q1 2026, an estimated $419K.
  • Pfizer made up 0.08% of Western Wealth Management's portfolio in Q1 2026, its #264 holding.
  • Western Wealth Management first reported a position in Pfizer in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Pfizer position peaked at $4.12M in Q2 2022.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.