Advance Capital Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$343K Buy
12,215
+3,486
+40% +$92.8K 0.01% 131
2025
Q4
$217K Hold
8,729
0.01% 161
2025
Q3
$222K Sell
8,729
-11
-0.1% -$272 0.01% 159
2025
Q2
$212K Buy
8,740
+11
+0.1% +$257 0.01% 157
2025
Q1
$221K Sell
8,729
-479
-5% -$12.5K 0.01% 147
2024
Q4
$244K Sell
9,208
-744
-7% -$20.2K 0.01% 133
2024
Q3
$288K Sell
9,952
-235
-2% -$6.86K 0.01% 118
2024
Q2
$285K Sell
10,187
-105
-1% -$2.89K 0.01% 120
2024
Q1
$286K Buy
10,292
+115
+1% +$3.19K 0.02% 114
2023
Q4
$293K Buy
10,177
+391
+4% +$11.8K 0.02% 97
2023
Q3
$325K Buy
9,786
+39
+0.4% +$1.38K 0.03% 88
2023
Q2
$358K Sell
9,747
-1,428
-13% -$55.6K 0.04% 80
2023
Q1
$456K Sell
11,175
-47
-0.4% -$2.03K 0.08% 58
2022
Q4
$575K Sell
11,222
-127
-1% -$6.09K 0.08% 53
2022
Q3
$497K Buy
11,349
+104
+0.9% +$5.05K 0.06% 46
2022
Q2
$590K Buy
11,245
+384
+4% +$19.6K 0.07% 35
2022
Q1
$562K Buy
10,861
+335
+3% +$17.4K 0.07% 42
2021
Q4
$622K Buy
+10,526
New +$522K 0.13% 35

Other funds holding PFE

Advance Capital Management's PFE Position: Q1 2026 in Review

Advance Capital Management increased its Pfizer (PFE) stake by 40% in Q1 2026, buying an estimated $92.8K and bringing the position to 12,215 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #131.

Advance Capital Management first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $622K in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Advance Capital Management held 12,215 shares of Pfizer worth $343K as of Q1 2026.
  • Advance Capital Management bought 3,486 Pfizer shares in Q1 2026, an estimated $92.8K.
  • Pfizer made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #131 holding.
  • Advance Capital Management first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's Pfizer position peaked at $622K in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.