Apriem Advisors’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 | $1.63M | Sell |
58,152
-1,812
| -3% | -$48.2K | 0.16% | 76 |
|
|
2025
Q4 | $1.49M | Buy |
59,964
+3,489
| +6% | +$88K | 0.14% | 76 |
|
|
2025
Q3 | $1.44M | Sell |
56,475
-113
| -0.2% | -$2.79K | 0.14% | 77 |
|
|
2025
Q2 | $1.37M | Sell |
56,588
-2,078
| -4% | -$48.5K | 0.15% | 76 |
|
|
2025
Q1 | $1.49M | Buy |
58,666
+2,769
| +5% | +$72.5K | 0.17% | 70 |
|
|
2024
Q4 | $1.48M | Sell |
55,897
-2,803
| -5% | -$76K | 0.17% | 70 |
|
|
2024
Q3 | $1.7M | Buy |
58,700
+5,626
| +11% | +$164K | 0.2% | 60 |
|
|
2024
Q2 | $1.49M | Buy |
53,074
+479
| +0.9% | +$13.2K | 0.18% | 61 |
|
|
2024
Q1 | $1.46M | Sell |
52,595
-8,678
| -14% | -$241K | 0.18% | 61 |
|
|
2023
Q4 | $1.76M | Sell |
61,273
-3,153
| -5% | -$95.3K | 0.24% | 52 |
|
|
2023
Q3 | $2.14M | Sell |
64,426
-385
| -0.6% | -$13.6K | 0.31% | 46 |
|
|
2023
Q2 | $2.38M | Sell |
64,811
-108
| -0.2% | -$4.2K | 0.36% | 46 |
|
|
2023
Q1 | $2.65M | Buy |
64,919
+1,053
| +2% | +$45.5K | 0.42% | 43 |
|
|
2022
Q4 | $3.27M | Sell |
63,866
-963
| -1% | -$46.2K | 0.57% | 35 |
|
|
2022
Q3 | $2.84M | Sell |
64,829
-1,673
| -3% | -$81.3K | 0.51% | 38 |
|
|
2022
Q2 | $3.49M | Sell |
66,502
-9,870
| -13% | -$503K | 0.6% | 33 |
|
|
2022
Q1 | $3.95M | Sell |
76,372
-12,139
| -14% | -$630K | 0.58% | 35 |
|
|
2021
Q4 | $5.23M | Sell |
88,511
-17,301
| -16% | -$857K | 0.74% | 29 |
|
|
2021
Q3 | $4.55M | Buy |
105,812
+106
| +0.1% | +$4.7K | 0.65% | 29 |
|
|
2021
Q2 | $4.14M | Sell |
105,706
-1,042
| -1% | -$40.5K | 0.62% | 31 |
|
|
2021
Q1 | $3.87M | Buy |
106,748
+3,783
| +4% | +$134K | 0.6% | 31 |
|
|
2020
Q4 | $3.79M | Sell |
102,965
-20,209
| -16% | -$741K | 0.68% | 30 |
|
|
2020
Q3 | $4.29M | Sell |
123,174
-2,226
| -2% | -$78K | 0.79% | 26 |
|
|
2020
Q2 | $3.89M | Sell |
125,400
-362
| -0.3% | -$12.3K | 0.8% | 30 |
|
|
2020
Q1 | $3.9M | Sell |
125,762
-79,483
| -39% | -$2.71M | 0.94% | 28 |
|
|
2019
Q4 | $7.63M | Sell |
205,245
-4,396
| -2% | -$157K | 1.46% | 23 |
|
|
2019
Q3 | $7.15M | Sell |
209,641
-6,252
| -3% | -$227K | 1.58% | 23 |
|
|
2019
Q2 | $8.87M | Buy |
215,893
+693
| +0.3% | +$27.5K | 2.78% | 10 |
|
|
2019
Q1 | $8.67M | Buy |
215,200
+2,116
| +1% | +$84.7K | 2.29% | 11 |
|
|
2018
Q4 | $8.82M | Buy |
213,084
+14,350
| +7% | +$596K | 3.1% | 5 |
|
|
2018
Q3 | $8.31M | Sell |
198,734
-3,633
| -2% | -$140K | 1.82% | 13 |
|
|
2018
Q2 | $6.97M | Sell |
202,367
-3,375
| -2% | -$115K | 1.56% | 12 |
|
|
2018
Q1 | $6.93M | Buy |
205,742
+4,128
| +2% | +$142K | 1.69% | 14 |
|
|
2017
Q4 | $6.93M | Buy |
201,614
+2,807
| +1% | +$95.7K | 1.72% | 14 |
|
|
2017
Q3 | $6.73M | Sell |
198,807
-22,290
| -10% | -$716K | 1.67% | 13 |
|
|
2017
Q2 | $7.05M | Sell |
221,097
-4,736
| -2% | -$149K | 1.87% | 14 |
|
|
2017
Q1 | $7.33M | Buy |
225,833
+9,745
| +5% | +$307K | 1.99% | 13 |
|
|
2016
Q4 | $6.66M | Buy |
216,088
+9,490
| +5% | +$290K | 1.98% | 10 |
|
|
2016
Q3 | $6.64M | Buy |
206,598
+10,431
| +5% | +$349K | 1.98% | 14 |
|
|
2016
Q2 | $6.55M | Sell |
196,167
-1,957
| -1% | -$62.5K | 2.13% | 12 |
|
|
2016
Q1 | $5.57M | Sell |
198,124
-5,277
| -3% | -$151K | 2.19% | 11 |
|
|
2015
Q4 | $6.23M | Sell |
203,401
-1,728
| -0.8% | -$54.4K | 2.22% | 9 |
|
|
2015
Q3 | $6.11M | Sell |
205,129
-5,082
| -2% | -$163K | 2.26% | 6 |
|
|
2015
Q2 | $6.69M | Sell |
210,211
-2,817
| -1% | -$91.8K | 2.3% | 10 |
|
|
2015
Q1 | $7.03M | Sell |
213,028
-12,019
| -5% | -$382K | 2.44% | 10 |
|
|
2014
Q4 | $6.65M | Buy |
225,047
+8,332
| +4% | +$239K | 2.45% | 9 |
|
|
2014
Q3 | $6.08M | Sell |
216,715
-8,446
| -4% | -$237K | 2.32% | 8 |
|
|
2014
Q2 | $6.34M | Sell |
225,161
-1,659
| -0.7% | -$47.3K | 2.42% | 6 |
|
|
2014
Q1 | $6.91M | Sell |
226,820
-16,600
| -7% | -$495K | 2.61% | 5 |
|
|
2013
Q4 | $7.07M | Sell |
243,420
-1,022
| -0.4% | -$29.7K | 2.77% | 6 |
|
|
2013
Q3 | $6.66M | Sell |
244,442
-10,660
| -4% | -$290K | 2.89% | 5 |
|
|
2013
Q2 | $6.78M | Buy |
+255,102
| New | +$7.05M | 3.32% | 4 |
|
Other funds holding PFE
VCM
VPM
Apriem Advisors's PFE Position: Q1 2026 in Review
Apriem Advisors reduced its Pfizer (PFE) stake by 3% in Q1 2026, selling an estimated $48.2K and leaving 58,152 shares worth $1.63M. The position accounts for 0.16% of the portfolio, ranked #76.
Apriem Advisors first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.87M in Q2 2019. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Apriem Advisors held 58,152 shares of Pfizer worth $1.63M as of Q1 2026.
- Apriem Advisors sold 1,812 Pfizer shares in Q1 2026, an estimated $48.2K.
- Pfizer made up 0.16% of Apriem Advisors's portfolio in Q1 2026, its #76 holding.
- Apriem Advisors first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
- Apriem Advisors's Pfizer position peaked at $8.87M in Q2 2019.
- 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.