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Williams Jones Wealth Management’s Pfizer PFE Stock Holding History

Williams Jones 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 		$4.64M Buy
165,407
+3,158
+2% +$84.1K 0.06% 138
2025
Q4 		$4.04M Sell
162,249
-7,816
-5% -$197K 0.05% 147
2025
Q3 		$4.33M Sell
170,065
-2,650
-2% -$65.4K 0.05% 144
2025
Q2 		$4.19M Sell
172,715
-11,518
-6% -$269K 0.05% 145
2025
Q1 		$4.67M Sell
184,233
-1,549
-0.8% -$40.5K 0.06% 134
2024
Q4 		$4.93M Sell
185,782
-14,646
-7% -$397K 0.06% 136
2024
Q3 		$5.8M Sell
200,428
-6,272
-3% -$183K 0.07% 131
2024
Q2 		$5.78M Sell
206,700
-6,848
-3% -$189K 0.07% 129
2024
Q1 		$5.93M Sell
213,548
-18,532
-8% -$514K 0.08% 123
2023
Q4 		$6.68M Sell
232,080
-43,133
-16% -$1.3M 0.09% 121
2023
Q3 		$9.13M Sell
275,213
-16,101
-6% -$569K 0.14% 103
2023
Q2 		$10.7M Sell
291,314
-34,118
-10% -$1.33M 0.16% 98
2023
Q1 		$13.3M Sell
325,432
-3,501
-1% -$151K 0.21% 88
2022
Q4 		$16.9M Sell
328,933
-23,574
-7% -$1.13M 0.28% 70
2022
Q3 		$15.4M Buy
352,507
+11,416
+3% +$555K 0.27% 71
2022
Q2 		$17.9M Buy
341,091
+99,832
+41% +$5.09M 0.29% 68
2022
Q1 		$12.5M Buy
241,259
+74,787
+45% +$3.88M 0.17% 92
2021
Q4 		$9.83M Buy
166,472
+9,607
+6% +$476K 0.12% 102
2021
Q3 		$6.75M Buy
156,865
+62,891
+67% +$2.79M 0.09% 123
2021
Q2 		$3.68M Sell
93,974
-2,224
-2% -$86.5K 0.05% 160
2021
Q1 		$3.48M Sell
96,198
-11,264
-10% -$400K 0.05% 159
2020
Q4 		$3.96M Sell
107,462
-12,469
-10% -$457K 0.06% 145
2020
Q3 		$4.18M Buy
119,931
+432
+0.4% +$15.1K 0.08% 128
2020
Q2 		$3.71M Buy
119,499
+2,991
+3% +$102K 0.08% 123
2020
Q1 		$3.61M Buy
116,508
+8,684
+8% +$296K 0.09% 107
2019
Q4 		$4.01M Sell
107,824
-14,612
-12% -$520K 0.08% 130
2019
Q3 		$4.17M Buy
+122,436
New +$4.45M 0.09% 126

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

Williams Jones Wealth Management's PFE Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Pfizer (PFE) stake by 1.9% in Q1 2026, buying an estimated $84.1K and bringing the position to 165,407 shares worth $4.64M. The position accounts for 0.06% of the portfolio, ranked #138.

Williams Jones Wealth Management first reported a position in PFE in Q3 2019 and has held it in 27 quarters since. The position peaked at $17.9M in Q2 2022. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Williams Jones Wealth Management held 165,407 shares of Pfizer worth $4.64M as of Q1 2026.
  • Williams Jones Wealth Management bought 3,158 Pfizer shares in Q1 2026, an estimated $84.1K.
  • Pfizer made up 0.06% of Williams Jones Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Williams Jones Wealth Management first reported a position in Pfizer in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Pfizer position peaked at $17.9M in Q2 2022.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.