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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aptus Capital Advisors's PFE Position: Q2 2026 in Review

Aptus Capital Advisors increased its Pfizer (PFE) stake by 1.8% in Q2 2026, buying an estimated $172K and bringing the position to 365,411 shares worth $8.8M. The position accounts for 0.06% of the portfolio, ranked #255.

Aptus Capital Advisors first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.1M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Aptus Capital Advisors held 365,411 shares of Pfizer worth $8.8M as of Q2 2026.
  • Aptus Capital Advisors bought 6,565 Pfizer shares in Q2 2026, an estimated $172K.
  • Pfizer made up 0.06% of Aptus Capital Advisors's portfolio in Q2 2026, its #255 holding.
  • Aptus Capital Advisors first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
  • Aptus Capital Advisors's Pfizer position peaked at $10.1M in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.