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Westwood Wealth Management’s Pfizer PFE Stock Holding History

Westwood 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 		– Sell
-29,234
Closed -$728K – 93
2025
Q4 		$728K Buy
+29,234
New +$737K 0.55% 48
2023
Q3 		– Sell
-7,746
Closed -$284K – 44
2023
Q2 		$284K Hold
7,746
– – 0.2% 38
2023
Q1 		$316K Sell
7,746
-830
-10% -$35.8K 0.28% 39
2022
Q4 		$439K Buy
8,576
+830
+11% +$39.8K 0.53% 30
2022
Q3 		$339K Sell
7,746
-1,330
-15% -$64.6K 0.3% 35
2022
Q2 		$476K Sell
9,076
-8,150
-47% -$415K 0.55% 25
2022
Q1 		$892 Sell
17,226
-1,500
-8% -$77.8K 0.35% 32
2021
Q4 		$1.11M Buy
+18,726
New +$928K 0.47% 28

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 $336B AUM 34.66% 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 $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Westwood Wealth Management sold out of Pfizer (PFE) in Q1 2026, closing a stake of 29,234 shares — an estimated $728K sold.

Westwood Wealth Management first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $1.11M in Q4 2021. 2,940 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Westwood Wealth Management reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 29,234 Pfizer shares in Q1 2026, an estimated $728K.
  • Westwood Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
  • Westwood Wealth Management's Pfizer position peaked at $1.11M in Q4 2021.
  • 2,940 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.