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American Trust Investment Advisors’s Pfizer PFE Stock Holding History

American Trust 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 		$224K Buy
+7,979
New +$212K 0.12% 73
2025
Q3 		– Sell
-14,889
Closed -$361K – 91
2025
Q2 		$361K Sell
14,889
-30,755
-67% -$717K 0.18% 59
2025
Q1 		$1.16M Buy
45,644
+7,145
+19% +$187K 0.48% 42
2024
Q4 		$1.02M Buy
38,499
+5,305
+16% +$144K 0.42% 44
2024
Q3 		$961K Buy
33,194
+10,955
+49% +$320K 0.39% 44
2024
Q2 		$622K Sell
22,239
-575
-3% -$15.8K 0.3% 47
2024
Q1 		$633K Buy
22,814
+3,325
+17% +$92.3K 0.3% 48
2023
Q4 		$561K Buy
19,489
+5,874
+43% +$178K 0.29% 53
2023
Q3 		$452K Sell
13,615
-855
-6% -$30.2K 0.25% 57
2023
Q2 		$531K Buy
14,470
+965
+7% +$37.6K 0.3% 55
2023
Q1 		$551K Buy
13,505
+6,283
+87% +$271K 0.33% 50
2022
Q4 		$370K Buy
7,222
+675
+10% +$32.4K 0.23% 58
2022
Q3 		$286K Buy
6,547
+250
+4% +$12.1K 0.18% 65
2022
Q2 		$330K Buy
6,297
+80
+1% +$4.08K 0.21% 64
2022
Q1 		$322K Buy
6,217
+300
+5% +$15.6K 0.17% 68
2021
Q4 		$349K Buy
5,917
+300
+5% +$14.9K 0.17% 66
2021
Q3 		$242K Buy
5,617
+115
+2% +$5.09K 0.14% 78
2021
Q2 		$215K Buy
+5,502
New +$214K 0.12% 81
2019
Q3 		– Sell
-5,119
Closed -$210K – 78
2019
Q2 		$210K Sell
5,119
-106
-2% -$4.21K 0.16% 76
2019
Q1 		$211K Sell
5,225
-930
-15% -$37.2K 0.16% 70
2018
Q4 		$255K Hold
6,155
– – 0.23% 56
2018
Q3 		$257K Sell
6,155
-459
-7% -$17.7K 0.2% 62
2018
Q2 		$228K Hold
6,614
– – 0.19% 69
2018
Q1 		$223K Hold
6,614
– – 0.18% 72
2017
Q4 		$227K Hold
6,614
– – 0.18% 72
2017
Q3 		$224K Sell
6,614
-158
-2% -$5.08K 0.2% 67
2017
Q2 		$216K Buy
6,772
+422
+7% +$13.3K 0.19% 72
2017
Q1 		$206K Sell
6,350
-1,276
-17% -$40.2K 0.19% 71
2016
Q4 		$235K Sell
7,626
-458
-6% -$14K 0.23% 59
2016
Q3 		$260K Sell
8,084
-2,762
-25% -$92.4K 0.26% 54
2016
Q2 		$362K Buy
10,846
+775
+8% +$24.7K 0.37% 52
2016
Q1 		$283K Buy
10,071
+316
+3% +$9.03K 0.29% 50
2015
Q4 		$299K Sell
9,755
-485
-5% -$15.3K 0.34% 50
2015
Q3 		$305K Sell
10,240
-1,054
-9% -$33.8K 0.35% 48
2015
Q2 		$359K Sell
11,294
-131
-1% -$4.27K 0.36% 53
2015
Q1 		$377K Sell
11,425
-738
-6% -$23.5K 0.37% 50
2014
Q4 		$359K Buy
+12,163
New +$349K 0.38% 50

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

American Trust Investment Advisors's PFE Position: Q1 2026 in Review

American Trust Investment Advisors opened a new position in Pfizer (PFE) in Q1 2026: 7,979 shares worth $224K. The stake represents 0.12% of the portfolio and ranks #73 among its holdings. This is a return to the name: American Trust Investment Advisors previously reported a position in PFE as recently as Q2 2025.

American Trust Investment Advisors first reported a position in PFE in Q4 2014 and has held it in 37 quarters since. The position peaked at $1.16M in Q1 2025. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • American Trust Investment Advisors held 7,979 shares of Pfizer worth $224K as of Q1 2026.
  • Pfizer was a new American Trust Investment Advisors position in Q1 2026.
  • Pfizer made up 0.12% of American Trust Investment Advisors's portfolio in Q1 2026, its #73 holding.
  • American Trust Investment Advisors first reported a position in Pfizer in Q4 2014 and has held it in 37 quarters since.
  • American Trust Investment Advisors's Pfizer position peaked at $1.16M in Q1 2025.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.