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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
2020
Q1 		– Sell
-68,299
Closed -$2.54M – 503
2019
Q4 		$2.54M Buy
68,299
+12,332
+22% +$439K 0.18% 116
2019
Q3 		$1.91M Buy
+55,967
New +$2.04M 0.11% 131

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.