WFS
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Widmann Financial Services’s Pfizer PFE Stock Holding History

Widmann Financial Services’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 		$1.54M Sell
54,870
-48
-0.1% -$1.28K 0.92% 30
2025
Q4 		$1.37M Buy
54,918
+1,282
+2% +$32.3K 0.84% 32
2025
Q3 		$1.37M Buy
53,636
+107
+0.2% +$2.64K 0.86% 33
2025
Q2 		$1.3M Buy
53,529
+205
+0.4% +$4.78K 0.9% 32
2025
Q1 		$1.35M Buy
53,324
+2,464
+5% +$64.5K 1.05% 28
2024
Q4 		$1.35M Sell
50,860
-408
-0.8% -$11.1K 1.04% 28
2024
Q3 		$1.48M Sell
51,268
-481
-0.9% -$14K 1.12% 27
2024
Q2 		$1.45M Sell
51,749
-911
-2% -$25.1K 1.18% 26
2024
Q1 		$1.46M Buy
52,660
+1,375
+3% +$38.2K 1.23% 28
2023
Q4 		$1.48M Sell
51,285
-1,341
-3% -$40.5K 1.33% 23
2023
Q3 		$1.75M Buy
52,626
+3,373
+7% +$119K 1.74% 16
2023
Q2 		$1.81M Sell
49,253
-2
-0% -$78 1.73% 17
2023
Q1 		$2.01M Buy
49,255
+1,885
+4% +$81.4K 2.03% 13
2022
Q4 		$2.43M Buy
47,370
+337
+0.7% +$16.2K 2.54% 12
2022
Q3 		$2.06M Buy
47,033
+207
+0.4% +$10.1K 2.28% 13
2022
Q2 		$2.46M Buy
46,826
+397
+0.9% +$20.2K 2.54% 10
2022
Q1 		$2.4M Buy
46,429
+1,365
+3% +$70.8K 2.13% 13
2021
Q4 		$2.66M Buy
+45,064
New +$2.23M 2.19% 11

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

Widmann Financial Services's PFE Position: Q1 2026 in Review

Widmann Financial Services reduced its Pfizer (PFE) stake by 0.09% in Q1 2026, selling an estimated $1.28K and leaving 54,870 shares worth $1.54M. The position accounts for 0.92% of the portfolio, ranked #30.

Widmann Financial Services first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.66M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Widmann Financial Services held 54,870 shares of Pfizer worth $1.54M as of Q1 2026.
  • Widmann Financial Services sold 48 Pfizer shares in Q1 2026, an estimated $1.28K.
  • Pfizer made up 0.92% of Widmann Financial Services's portfolio in Q1 2026, its #30 holding.
  • Widmann Financial Services first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's Pfizer position peaked at $2.66M in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.