Aviance Capital Partners’s Pfizer PFE Stock Holding History

Aviance Capital Partners’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	$4.65M	Buy	165,588 +29,219	+21%	+$778K	0.54%	44
2025 Q4	$3.4M	Sell	136,369 -3,242	-2%	-$81.8K	0.39%	59
2025 Q3	$3.56M	Buy	139,611 +41,035	+42%	+$1.01M	0.42%	51
2025 Q2	$2.39M	Sell	98,576 -1,119	-1%	-$26.1K	0.31%	73
2025 Q1	$2.53M	Sell	99,695 -39,581	-28%	-$1.04M	0.36%	70
2024 Q4	$3.69M	Buy	139,276 +50,713	+57%	+$1.38M	0.51%	42
2024 Q3	$2.56M	Sell	88,563 -1,155	-1%	-$33.7K	0.34%	69
2024 Q2	$2.51M	Sell	89,718 -1,936	-2%	-$53.3K	0.36%	66
2024 Q1	$2.54M	Buy	91,654 +25,166	+38%	+$698K	0.38%	63
2023 Q4	$1.91M	Sell	66,488 -2,266	-3%	-$68.5K	0.41%	57
2023 Q3	$2.28M	Sell	68,754 -1,471	-2%	-$52K	0.51%	47
2023 Q2	$2.58M	Buy	70,225 +17	+0%	+$662	0.55%	43
2023 Q1	$2.86M	Buy	70,208 +2,399	+4%	+$104K	0.64%	39
2022 Q4	$3.47M	Buy	67,809 +724	+1%	+$34.7K	0.81%	31
2022 Q3	$2.94M	Sell	67,085 -829	-1%	-$40.3K	0.73%	33
2022 Q2	$3.56M	Buy	67,914 +13	+0%	+$662	0.79%	32
2022 Q1	$3.52M	Sell	67,901 -296	-0.4%	-$15.4K	0.65%	39
2021 Q4	$4.03M	Buy	68,197 +10	+0%	+$495	0.67%	40
2021 Q3	$2.93M	Buy	68,187 +903	+1%	+$40K	0.52%	47
2021 Q2	$2.63M	Sell	67,284 -270	-0.4%	-$10.5K	0.46%	50
2021 Q1	$2.45M	Buy	67,554 +415	+0.6%	+$14.7K	0.47%	54
2020 Q4	$2.47M	Sell	67,139 -3,481	-5%	-$128K	0.5%	50
2020 Q3	$2.46M	Buy	70,620 +42	+0.1%	+$1.47K	0.55%	43
2020 Q2	$2.19M	Buy	70,578 +489	+0.7%	+$16.6K	0.54%	45
2020 Q1	$2.17M	Sell	70,089 -2,829	-4%	-$96.4K	0.68%	34
2019 Q4	$2.71M	Buy	72,918 +900	+1%	+$32.1K	0.69%	35
2019 Q3	$2.46M	Buy	72,018 +462	+0.6%	+$16.8K	0.72%	34
2019 Q2	$2.94M	Sell	71,556 -1,556	-2%	-$61.8K	0.81%	19
2019 Q1	$2.95M	Buy	73,112 +198	+0.3%	+$7.93K	0.84%	18
2018 Q4	$3.02M	Buy	72,914 +110	+0.2%	+$4.57K	1.06%	17
2018 Q3	$3.04M	Buy	72,804 +662	+0.9%	+$25.5K	0.73%	22
2018 Q2	$2.48M	Hold	72,142	–	–	0.72%	28
2018 Q1	$2.43M	Sell	72,142 -2,080	-3%	-$71.5K	0.73%	28
2017 Q4	$2.55M	Sell	74,222 -305	-0.4%	-$10.4K	0.84%	23
2017 Q3	$2.52M	Sell	74,527 -9,734	-12%	-$313K	0.85%	21
2017 Q2	$2.69M	Sell	84,261 -441	-0.5%	-$13.9K	0.86%	23
2017 Q1	$2.75M	Buy	84,702 +52	+0.1%	+$1.64K	1%	19
2016 Q4	$2.61M	Sell	84,650 -19,234	-19%	-$587K	0.92%	24
2016 Q3	$3.34M	Buy	103,884 +256	+0.2%	+$8.56K	1.18%	14
2016 Q2	$3.46M	Buy	103,628 +47	+0%	+$1.5K	1.27%	12
2016 Q1	$2.91M	Buy	103,581 +2,925	+3%	+$83.5K	1.01%	17
2015 Q4	$3.08M	Buy	100,656 +2,444	+2%	+$76.9K	1.06%	14
2015 Q3	$3.02M	Sell	98,212 -3,151	-3%	-$101K	1.24%	14
2015 Q2	$3.23M	Sell	101,363 -426	-0.4%	-$13.9K	1.21%	15
2015 Q1	$3.36M	Sell	101,789 -19,152	-16%	-$609K	1.23%	8
2014 Q4	$3.57M	Buy	120,941 +18,708	+18%	+$536K	1.33%	8
2014 Q3	$2.87M	Buy	102,233 +1,458	+1%	+$40.9K	1.08%	12
2014 Q2	$2.84M	Buy	100,775 +1,942	+2%	+$55.4K	1.11%	12
2014 Q1	$3.01M	Sell	98,833 -4,184	-4%	-$125K	1.27%	10
2013 Q4	$2.99M	Sell	103,017 -18,752	-15%	-$546K	1.26%	15
2013 Q3	$3.32M	Sell	121,769 -23,972	-16%	-$652K	1.55%	9
2013 Q2	$3.87M	Buy	+145,741	New	+$4.03M	2.09%	4

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Aviance Capital Partners's PFE Position: Q1 2026 in Review

Aviance Capital Partners increased its Pfizer (PFE) stake by 21% in Q1 2026, buying an estimated $778K and bringing the position to 165,588 shares worth $4.65M. The position accounts for 0.54% of the portfolio, ranked #44.

Aviance Capital Partners first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Aviance Capital Partners held 165,588 shares of Pfizer worth $4.65M as of Q1 2026.
Aviance Capital Partners bought 29,219 Pfizer shares in Q1 2026, an estimated $778K.
Pfizer made up 0.54% of Aviance Capital Partners's portfolio in Q1 2026, its #44 holding.
Aviance Capital Partners first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.