Alpha Cubed Investments’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$412K Sell
16,556
-1,164
-7% -$29.4K 0.01% 200
2025
Q3
$452K Sell
17,720
-5,820
-25% -$144K 0.02% 190
2025
Q2
$571K Buy
23,540
+527
+2% +$12.3K 0.02% 169
2025
Q1
$583K Sell
23,013
-2,681
-10% -$70.2K 0.03% 156
2024
Q4
$682K Sell
25,694
-2,849
-10% -$77.3K 0.03% 134
2024
Q3
$826K Sell
28,543
-1,734
-6% -$50.6K 0.04% 117
2024
Q2
$847K Sell
30,277
-1,572
-5% -$43.3K 0.04% 120
2024
Q1
$884K Sell
31,849
-2,897
-8% -$80.4K 0.05% 117
2023
Q4
$1M Buy
34,746
+608
+2% +$18.4K 0.06% 119
2023
Q3
$1.13M Sell
34,138
-16,964
-33% -$600K 0.08% 98
2023
Q2
$1.87M Sell
51,102
-269,902
-84% -$10.5M 0.13% 85
2023
Q1
$13.1M Sell
321,004
-13,109
-4% -$566K 0.95% 36
2022
Q4
$17.1M Sell
334,113
-69,056
-17% -$3.31M 1.3% 28
2022
Q3
$17.6M Sell
403,169
-18,073
-4% -$878K 1.38% 24
2022
Q2
$22.1M Buy
421,242
+15,343
+4% +$782K 1.6% 21
2022
Q1
$21M Sell
405,899
-3,236
-0.8% -$168K 1.35% 26
2021
Q4
$24.2M Buy
409,135
+7,279
+2% +$361K 1.58% 20
2021
Q3
$17.3M Buy
401,856
+2,519
+0.6% +$112K 1.3% 25
2021
Q2
$15.6M Buy
399,337
+33,071
+9% +$1.29M 1.13% 29
2021
Q1
$13.3M Buy
366,266
+18,546
+5% +$658K 1.03% 29
2020
Q4
$12.8M Buy
347,720
+86,953
+33% +$3.19M 1.09% 28
2020
Q3
$9.08M Buy
260,767
+100,189
+62% +$3.51M 0.87% 39
2020
Q2
$4.98M Sell
160,578
-3,371
-2% -$115K 0.55% 52
2020
Q1
$5.08M Buy
163,949
+135,669
+480% +$4.62M 0.61% 49
2019
Q4
$1.05M Sell
28,280
-1,722
-6% -$61.3K 0.11% 101
2019
Q3
$1.02M Sell
30,002
-1,498
-5% -$54.5K 0.12% 93
2019
Q2
$1.29M Buy
31,500
+4,201
+15% +$167K 0.15% 90
2019
Q1
$1.1M Buy
27,299
+4,881
+22% +$195K 0.13% 91
2018
Q4
$928K Sell
22,418
-13,646
-38% -$566K 0.14% 89
2018
Q3
$1.52M Buy
36,064
+15,483
+75% +$596K 0.18% 93
2018
Q2
$708K Sell
20,581
-3,591
-15% -$123K 0.09% 100
2018
Q1
$814K Sell
24,172
-4,573
-16% -$157K 0.11% 97
2017
Q4
$988K Sell
28,745
-3,714
-11% -$127K 0.13% 94
2017
Q3
$1.1M Sell
32,459
-261
-0.8% -$8.39K 0.17% 86
2017
Q2
$1.04M Sell
32,720
-11,533
-26% -$364K 0.18% 77
2017
Q1
$1.44M Sell
44,253
-9,623
-18% -$303K 0.29% 56
2016
Q4
$1.66M Buy
53,876
+7,538
+16% +$230K 0.4% 51
2016
Q3
$1.49M Buy
46,338
+20,822
+82% +$696K 0.4% 50
2016
Q2
$852K Sell
25,516
-15,181
-37% -$485K 0.29% 58
2016
Q1
$1.14M Buy
40,697
+3,499
+9% +$99.9K 0.35% 57
2015
Q4
$1.14M Buy
37,198
+1,599
+4% +$50.3K 0.3% 71
2015
Q3
$1.14M Buy
35,599
+3,197
+10% +$103K 0.3% 73
2015
Q2
$1.03M Buy
32,402
+11,755
+57% +$383K 0.28% 88
2015
Q1
$682K Buy
20,647
+6,007
+41% +$191K 0.21% 101
2014
Q4
$433K Sell
14,640
-742
-5% -$21.3K 0.17% 101
2014
Q3
$432K Sell
15,382
-3,375
-18% -$94.7K 0.2% 104
2014
Q2
$528K Sell
18,757
-1,046
-5% -$29.8K 0.24% 112
2014
Q1
$604K Sell
19,803
-43,322
-69% -$1.29M 0.31% 99
2013
Q4
$1.83M Buy
+63,125
New +$1.84M 0.66% 54

Other funds holding PFE

Alpha Cubed Investments's PFE Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Pfizer (PFE) stake by 6.6% in Q4 2025, selling an estimated $29.4K and leaving 16,556 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #200.

Alpha Cubed Investments first reported a position in PFE in Q4 2013 and has held it in 49 quarters since. The position peaked at $24.2M in Q4 2021. 2,905 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Alpha Cubed Investments held 16,556 shares of Pfizer worth $412K as of Q4 2025.
  • Alpha Cubed Investments sold 1,164 Pfizer shares in Q4 2025, an estimated $29.4K.
  • Pfizer made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #200 holding.
  • Alpha Cubed Investments first reported a position in Pfizer in Q4 2013 and has held it in 49 quarters since.
  • Alpha Cubed Investments's Pfizer position peaked at $24.2M in Q4 2021.
  • 2,905 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.