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Affinity Investment Advisors’s Pfizer PFE Stock Holding History

Affinity Investment Advisors’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 		$1.78M Buy
63,312
+7,741
+14% +$206K 1.11% 30
2025
Q4 		$1.38M Sell
55,571
-12,648
-19% -$319K 0.92% 39
2025
Q3 		$1.74M Buy
68,219
+4,361
+7% +$108K 1.18% 27
2025
Q2 		$1.55M Buy
63,858
+6,532
+11% +$152K 1.17% 28
2025
Q1 		$1.45M Buy
57,326
+11,650
+26% +$305K 1.18% 24
2024
Q4 		$1.21M Buy
45,676
+20,767
+83% +$563K 1.01% 33
2024
Q3 		$721K Buy
+24,909
New +$727K 0.49% 74
2023
Q1 		– Sell
-39,784
Closed -$2.04M – 201
2022
Q4 		$2.04M Sell
39,784
-12,040
-23% -$577K 0.94% 32
2022
Q3 		$2.27M Sell
51,824
-5,032
-9% -$245K 1.18% 18
2022
Q2 		$2.98M Sell
56,856
-2,841
-5% -$145K 1.45% 11
2022
Q1 		$3.09M Sell
59,697
-118
-0.2% -$6.12K 1.27% 14
2021
Q4 		$3.53M Buy
59,815
+3,542
+6% +$175K 1.42% 9
2021
Q3 		$2.42M Buy
56,273
+1,368
+2% +$60.6K 1.09% 23
2021
Q2 		$2.15M Buy
+54,905
New +$2.14M 0.97% 33
2020
Q2 		– Sell
-7,705
Closed -$239K – 153
2020
Q1 		$239K Sell
7,705
-509
-6% -$17.3K 0.12% 125
2019
Q4 		$305K Buy
+8,214
New +$293K 0.11% 126
2019
Q3 		– Sell
-208,758
Closed -$8.58M – 143
2019
Q2 		$8.58M Sell
208,758
-145,641
-41% -$5.78M 2.46% 6
2019
Q1 		$14.3M Sell
354,399
-120,095
-25% -$4.81M 2.93% 3
2018
Q4 		$19.7M Sell
474,494
-61,370
-11% -$2.55M 3.44% 2
2018
Q3 		$22.4M Buy
535,864
+48,339
+10% +$1.86M 2.95% 4
2018
Q2 		$16.8M Sell
487,525
-116,682
-19% -$3.99M 2.37% 3
2018
Q1 		$20.3M Buy
604,207
+48,948
+9% +$1.68M 2.38% 4
2017
Q4 		$19.1M Sell
555,259
-1,799
-0.3% -$61.3K 2.17% 6
2017
Q3 		$18.9M Sell
557,058
-2,557
-0.5% -$82.2K 2.19% 6
2017
Q2 		$17.8M Sell
559,615
-178,687
-24% -$5.64M 2.13% 5
2017
Q1 		$24M Buy
738,302
+20,858
+3% +$658K 2.17% 5
2016
Q4 		$22.1M Sell
717,444
-122,145
-15% -$3.73M 2.08% 7
2016
Q3 		$27M Sell
839,589
-104,017
-11% -$3.48M 2.29% 4
2016
Q2 		$31.5M Buy
943,606
+884,731
+1,503% +$28.2M 2.33% 4
2016
Q1 		$1.66M Buy
58,875
+652
+1% +$18.6K 0.15% 102
2015
Q4 		$1.78M Buy
58,223
+4,912
+9% +$155K 0.15% 103
2015
Q3 		$1.59M Buy
53,311
+45,216
+559% +$1.45M 0.14% 109
2015
Q2 		$258K Hold
8,095
– – 0.02% 128
2015
Q1 		$267K Sell
8,095
-6,998
-46% -$222K 0.02% 113
2014
Q4 		$446K Hold
15,093
– – 0.04% 103
2014
Q3 		$423K Buy
+15,093
New +$424K 0.04% 104
2014
Q1 		– Sell
-28,627
Closed -$832K – 90
2013
Q4 		$832K Sell
28,627
-3,759
-12% -$109K 0.1% 66
2013
Q3 		$883K Sell
32,386
-1,297,066
-98% -$35.3M 0.11% 66
2013
Q2 		$35.3M Buy
+1,329,452
New +$36.7M 3.07% 3

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

Affinity Investment Advisors's PFE Position: Q1 2026 in Review

Affinity Investment Advisors increased its Pfizer (PFE) stake by 14% in Q1 2026, buying an estimated $206K and bringing the position to 63,312 shares worth $1.78M. The position accounts for 1.11% of the portfolio, ranked #30.

Affinity Investment Advisors first reported a position in PFE in Q2 2013 and has held it in 39 quarters since. The position peaked at $35.3M in Q2 2013. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Affinity Investment Advisors held 63,312 shares of Pfizer worth $1.78M as of Q1 2026.
  • Affinity Investment Advisors bought 7,741 Pfizer shares in Q1 2026, an estimated $206K.
  • Pfizer made up 1.11% of Affinity Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Affinity Investment Advisors first reported a position in Pfizer in Q2 2013 and has held it in 39 quarters since.
  • Affinity Investment Advisors's Pfizer position peaked at $35.3M in Q2 2013.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.