Wolff Financial Management
PFE icon

Wolff Financial Management’s Pfizer PFE Stock Holding History

Wolff Financial 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
Q3 		$1.25M Buy
43,711
+72
+0.2% +$1.92K 0.25% 36
2026
Q2 		$1.05M Buy
43,639
+116
+0.3% +$3.03K 0.21% 43
2026
Q1 		$1.22M Buy
43,523
+113
+0.3% +$3.01K 0.27% 36
2025
Q4 		$1.08M Buy
43,410
+114
+0.3% +$2.88K 0.24% 38
2025
Q3 		$1.1M Buy
43,296
+80
+0.2% +$1.98K 0.26% 37
2025
Q2 		$1.05M Buy
43,216
+151
+0.4% +$3.52K 0.27% 38
2025
Q1 		$1.09M Sell
43,065
-1,989
-4% -$52K 0.3% 39
2024
Q4 		$1.2M Sell
45,054
-14,012
-24% -$380K 0.33% 36
2024
Q3 		$1.71M Buy
+59,066
New +$1.72M 0.46% 26
2024
Q2 		– Sell
-58,818
Closed -$1.63M – 73
2024
Q1 		$1.63M Buy
58,818
+2,197
+4% +$61K 0.48% 27
2023
Q4 		$1.63M Buy
56,621
+3,394
+6% +$103K 0.5% 24
2023
Q3 		$1.77M Buy
+53,227
New +$1.88M 0.6% 23
2023
Q2 		– Sell
-56,791
Closed -$2.32M – 77
2023
Q1 		$2.32M Buy
56,791
+2,383
+4% +$103K 0.81% 20
2022
Q4 		$2.79M Buy
54,408
+44
+0.1% +$2.11K 1.03% 17
2022
Q3 		$2.38M Buy
54,364
+46
+0.1% +$2.24K 1.09% 24
2022
Q2 		$2.85M Buy
54,318
+296
+0.5% +$15.1K 1.27% 19
2022
Q1 		$2.8M Sell
54,022
-156
-0.3% -$8.09K 1.11% 24
2021
Q4 		$3.2M Buy
+54,178
New +$2.68M 1.21% 22
2021
Q1 		$1.7M Buy
46,897
+7,701
+20% +$273K 0.78% 24
2020
Q4 		$1.44M Sell
39,196
-2,100
-5% -$77K 0.76% 27
2020
Q3 		$1.44M Buy
41,296
+2,123
+5% +$74.4K 0.85% 25
2020
Q2 		$1.22M Buy
39,173
+56
+0.1% +$1.9K 0.77% 27
2020
Q1 		$1.21M Buy
39,117
+2,930
+8% +$100K 0.91% 26
2019
Q4 		$1.34M Buy
36,187
+8,794
+32% +$313K 0.89% 23
2019
Q3 		$934K Sell
27,393
-5,513
-17% -$200K 0.68% 32
2019
Q2 		$1.35M Buy
32,906
+26
+0.1% +$1.03K 1.04% 20
2019
Q1 		$1.32M Buy
32,880
+4,691
+17% +$188K 1.1% 19
2018
Q4 		$1.17M Buy
+28,189
New +$1.17M 1.14% 18

Other funds holding PFE

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Wolff Financial Management's PFE Position: Q3 2026 in Review

Wolff Financial Management increased its Pfizer (PFE) stake by 0.16% in Q3 2026, buying an estimated $1.92K and bringing the position to 43,711 shares worth $1.25M. The position accounts for 0.25% of the portfolio, ranked #36.

Wolff Financial Management first reported a position in PFE in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.2M in Q4 2021. 1,647 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Wolff Financial Management held 43,711 shares of Pfizer worth $1.25M as of Q3 2026.
  • Wolff Financial Management bought 72 Pfizer shares in Q3 2026, an estimated $1.92K.
  • Pfizer made up 0.25% of Wolff Financial Management's portfolio in Q3 2026, its #36 holding.
  • Wolff Financial Management first reported a position in Pfizer in Q4 2018 and has held it in 28 quarters since.
  • Wolff Financial Management's Pfizer position peaked at $3.2M in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Wolff Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.