Bank Julius Baer & Co
PFE icon

Bank Julius Baer & Co’s Pfizer PFE Stock Holding History

Bank Julius Baer & Co’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 		$25.7M Sell
913,851
-14,678
-2% -$391K 0.08% 133
2025
Q4 		$23.1M Sell
928,529
-15,198
-2% -$383K 0.06% 144
2025
Q3 		$24M Buy
943,727
+24,870
+3% +$614K 0.07% 140
2025
Q2 		$22.3M Buy
918,857
+37,038
+4% +$864K 0.07% 142
2025
Q1 		$22.3M Buy
881,819
+307,071
+53% +$8.04M 0.07% 139
2024
Q4 		$16.7M Buy
574,748
+74,090
+15% +$2.01M 0.05% 165
2024
Q3 		$16.9M Sell
500,658
-57,277
-10% -$1.67M 0.06% 149
2024
Q2 		$17.2M Sell
557,935
-59,021
-10% -$1.62M 0.07% 127
2024
Q1 		$17M Sell
616,956
-1,853,508
-75% -$51.4M 0.07% 143
2023
Q4 		$71.1M Buy
2,470,464
+410,643
+20% +$12.4M 0.3% 82
2023
Q3 		$68.3M Buy
2,059,821
+111,382
+6% +$3.94M 0.4% 67
2023
Q2 		$71.5M Sell
1,948,439
-33,738
-2% -$1.31M 0.43% 60
2023
Q1 		$80.9M Sell
1,982,177
-48,553
-2% -$2.1M 0.51% 53
2022
Q4 		$104M Buy
2,030,730
+1,442,063
+245% +$69.1M 0.71% 39
2022
Q3 		$25.8M Sell
588,667
-3,149
-0.5% -$153K 0.2% 96
2022
Q2 		$31M Sell
591,816
-26,255
-4% -$1.34M 0.22% 85
2022
Q1 		$32M Buy
618,071
+5,978
+1% +$310K 0.19% 87
2021
Q4 		$36.1M Sell
612,093
-10,426
-2% -$517K 0.19% 90
2021
Q3 		$26.8M Buy
622,519
+128,571
+26% +$5.7M 0.17% 101
2021
Q2 		$19.3M Sell
493,948
-1,135,294
-70% -$44.1M 0.12% 126
2021
Q1 		$59M Sell
1,629,242
-455,436
-22% -$16.2M 0.44% 54
2020
Q4 		$76.7M Buy
2,084,678
+96,770
+5% +$3.55M 0.63% 42
2020
Q3 		$69.3M Buy
1,987,908
+242,461
+14% +$8.5M 0.68% 42
2020
Q2 		$54.2M Buy
1,745,447
+1,740,212
+33,242% +$59.1M 0.62% 44
2020
Q1 		$162K Buy
+5,235
New +$178K ﹤0.01% 425

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

Bank Julius Baer & Co's PFE Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Pfizer (PFE) stake by 1.6% in Q1 2026, selling an estimated $391K and leaving 913,851 shares worth $25.7M. The position accounts for 0.08% of the portfolio, ranked #133.

Bank Julius Baer & Co first reported a position in PFE in Q1 2020 and has held it in 25 quarters since. The position peaked at $104M in Q4 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Bank Julius Baer & Co held 913,851 shares of Pfizer worth $25.7M as of Q1 2026.
  • Bank Julius Baer & Co sold 14,678 Pfizer shares in Q1 2026, an estimated $391K.
  • Pfizer made up 0.08% of Bank Julius Baer & Co's portfolio in Q1 2026, its #133 holding.
  • Bank Julius Baer & Co first reported a position in Pfizer in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Pfizer position peaked at $104M in Q4 2022.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.