Alpha Family Trust’s Pfizer PFE Stock Holding History

Alpha Family Trust’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	$467K	Hold	16,620	–	–	0.23%	77
2025 Q4	$414K	Hold	16,620	–	–	0.19%	94
2025 Q3	$423K	Hold	16,620	–	–	0.2%	91
2025 Q2	$403K	Buy	+16,620	New	+$388K	0.2%	95
2024 Q4	–	Sell	-16,670	Closed	-$482K	–	169
2024 Q3	$482K	Hold	16,670	–	–	0.27%	64
2024 Q2	$466K	Buy	+16,670	New	+$459K	0.27%	62
2024 Q1	–	Sell	-17,775	Closed	-$512K	–	164
2023 Q4	$512K	Buy	+17,775	New	+$537K	0.35%	54
2023 Q3	–	Sell	-14,450	Closed	-$530K	–	139
2023 Q2	$530K	Buy	14,450 +2,305	+19%	+$89.7K	0.37%	45
2023 Q1	$496K	Sell	12,145 -1,205	-9%	-$52K	0.39%	49
2022 Q4	$684K	Buy	+13,350	New	+$640K	0.62%	29
2022 Q3	–	Sell	-6,550	Closed	-$343K	–	57
2022 Q2	$343K	Buy	+6,550	New	+$334K	0.22%	31

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Alpha Family Trust's PFE Position: Q1 2026 in Review

Alpha Family Trust held its Pfizer (PFE) position steady in Q1 2026 at 16,620 shares worth $467K. The position accounts for 0.23% of the portfolio, ranked #77.

Alpha Family Trust first reported a position in PFE in Q2 2022 and has held it in 11 quarters since. The position peaked at $684K in Q4 2022. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Alpha Family Trust held 16,620 shares of Pfizer worth $467K as of Q1 2026.
Alpha Family Trust left its Pfizer share count unchanged in Q1 2026.
Pfizer made up 0.23% of Alpha Family Trust's portfolio in Q1 2026, its #77 holding.
Alpha Family Trust first reported a position in Pfizer in Q2 2022 and has held it in 11 quarters since.
Alpha Family Trust's Pfizer position peaked at $684K in Q4 2022.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.