ACA
PFE icon

Aptus Capital Advisors’s Pfizer PFE Stock Holding History

Aptus Capital 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 		$10.1M Buy
358,846
+206,642
+136% +$5.5M 0.08% 212
2025
Q4 		$3.79M Sell
152,204
-10,942
-7% -$276K 0.03% 358
2025
Q3 		$4.16M Sell
163,146
-30,299
-16% -$748K 0.03% 343
2025
Q2 		$4.69M Sell
193,445
-2,145
-1% -$50K 0.04% 305
2025
Q1 		$4.96M Sell
195,590
-27,613
-12% -$723K 0.05% 279
2024
Q4 		$5.92M Buy
223,203
+123,543
+124% +$3.35M 0.06% 239
2024
Q3 		$2.88M Sell
99,660
-159,292
-62% -$4.65M 0.04% 281
2024
Q2 		$7.25M Buy
258,952
+36,959
+17% +$1.02M 0.13% 146
2024
Q1 		$6.16M Buy
221,993
+40,097
+22% +$1.11M 0.11% 160
2023
Q4 		$5.24M Sell
181,896
-39,784
-18% -$1.2M 0.14% 129
2023
Q3 		$7.35M Buy
221,680
+4,290
+2% +$152K 0.2% 103
2023
Q2 		$7.97M Buy
217,390
+9,433
+5% +$367K 0.19% 103
2023
Q1 		$8.48M Buy
207,957
+49,569
+31% +$2.14M 0.23% 91
2022
Q4 		$8.12M Buy
158,388
+99,487
+169% +$4.77M 0.25% 74
2022
Q3 		$2.58M Buy
58,901
+8,185
+16% +$398K 0.06% 181
2022
Q2 		$2.66M Buy
50,716
+33,557
+196% +$1.71M 0.07% 160
2022
Q1 		$888K Buy
17,159
+10,143
+145% +$526K 0.02% 259
2021
Q4 		$414K Buy
7,016
+106
+2% +$5.25K 0.01% 292
2021
Q3 		$297K Sell
6,910
-637
-8% -$28.2K 0.01% 315
2021
Q2 		$296K Buy
7,547
+1,852
+33% +$72K 0.01% 314
2021
Q1 		$206K Sell
5,695
-44,387
-89% -$1.58M 0.01% 332
2020
Q4 		$1.84M Buy
50,082
+3,782
+8% +$139K 0.08% 123
2020
Q3 		$1.61M Sell
46,300
-27,386
-37% -$960K 0.09% 122
2020
Q2 		$2.29M Buy
73,686
+1,328
+2% +$45.1K 0.14% 98
2020
Q1 		$2.24M Sell
72,358
-6,257
-8% -$213K 0.19% 85
2019
Q4 		$2.92M Sell
78,615
-18,670
-19% -$665K 0.21% 97
2019
Q3 		$3.32M Buy
97,285
+44,292
+84% +$1.61M 0.19% 53
2019
Q2 		$2.18M Sell
52,993
-173
-0.3% -$6.87K 0.31% 49
2019
Q1 		$2.14M Buy
53,166
+13,000
+32% +$521K 0.37% 50
2018
Q4 		$1.66M Buy
+40,166
New +$1.67M 0.44% 21

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

Aptus Capital Advisors's PFE Position: Q1 2026 in Review

Aptus Capital Advisors increased its Pfizer (PFE) stake by 136% in Q1 2026, buying an estimated $5.5M and bringing the position to 358,846 shares worth $10.1M. The position accounts for 0.08% of the portfolio, ranked #212.

Aptus Capital Advisors first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Aptus Capital Advisors held 358,846 shares of Pfizer worth $10.1M as of Q1 2026.
  • Aptus Capital Advisors bought 206,642 Pfizer shares in Q1 2026, an estimated $5.5M.
  • Pfizer made up 0.08% of Aptus Capital Advisors's portfolio in Q1 2026, its #212 holding.
  • Aptus Capital Advisors first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.