Barbara Oil Co’s Pfizer PFE Stock Holding History

Barbara Oil 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	$4.42M	Hold	157,488	–	–	1.7%	17
2025 Q4	$3.92M	Hold	157,488	–	–	1.46%	19
2025 Q3	$4.01M	Hold	157,488	–	–	1.49%	19
2025 Q2	$3.82M	Hold	157,488	–	–	1.5%	20
2025 Q1	$3.99M	Hold	157,488	–	–	1.62%	19
2024 Q4	$4.18M	Hold	157,488	–	–	1.73%	16
2024 Q3	$4.56M	Hold	157,488	–	–	1.86%	17
2024 Q2	$4.41M	Hold	157,488	–	–	1.93%	15
2024 Q1	$4.37M	Hold	157,488	–	–	1.85%	17
2023 Q4	$4.53M	Hold	157,488	–	–	2.04%	13
2023 Q3	$5.22M	Hold	157,488	–	–	2.48%	11
2023 Q2	$5.78M	Hold	157,488	–	–	2.65%	9
2023 Q1	$6.43M	Hold	157,488	–	–	3.08%	8
2022 Q4	$8.07M	Hold	157,488	–	–	3.86%	4
2022 Q3	$6.89M	Hold	157,488	–	–	3.78%	3
2022 Q2	$8.26M	Hold	157,488	–	–	4.28%	2
2022 Q1	$8.15M	Hold	157,488	–	–	3.74%	3
2021 Q4	$9.3M	Hold	157,488	–	–	4.02%	4
2021 Q3	$6.77M	Hold	157,488	–	–	3.18%	5
2021 Q2	$6.17M	Hold	157,488	–	–	2.84%	8
2021 Q1	$5.71M	Hold	157,488	–	–	2.75%	9
2020 Q4	$5.8M	Sell	157,488 -8,504	-5%	-$312K	2.92%	7
2020 Q3	$5.78M	Hold	165,992	–	–	3.16%	6
2020 Q2	$5.15M	Hold	165,992	–	–	2.98%	6
2020 Q1	$5.14M	Hold	165,992	–	–	3.43%	5
2019 Q4	$6.17M	Hold	165,992	–	–	3.28%	6
2019 Q3	$5.66M	Hold	165,992	–	–	3.2%	8
2019 Q2	$6.82M	Hold	165,992	–	–	3.9%	4
2019 Q1	$6.69M	Hold	165,992	–	–	3.97%	4
2018 Q4	$6.87M	Hold	165,992	–	–	4.65%	3
2018 Q3	$6.94M	Hold	165,992	–	–	4.08%	4
2018 Q2	$5.71M	Hold	165,992	–	–	3.67%	4
2018 Q1	$5.59M	Hold	165,992	–	–	3.63%	5
2017 Q4	$5.7M	Hold	165,992	–	–	3.64%	5
2017 Q3	$5.62M	Hold	165,992	–	–	3.88%	4
2017 Q2	$5.29M	Hold	165,992	–	–	3.81%	3
2017 Q1	$5.39M	Hold	165,992	–	–	4%	3
2016 Q4	$5.12M	Hold	165,992	–	–	3.97%	3
2016 Q3	$5.33M	Hold	165,992	–	–	4.26%	2
2016 Q2	$5.54M	Hold	165,992	–	–	4.46%	2
2016 Q1	$4.67M	Hold	165,992	–	–	3.94%	2
2015 Q4	$5.08M	Hold	165,992	–	–	4.28%	2
2015 Q3	$4.95M	Hold	165,992	–	–	4.39%	2
2015 Q2	$5.28M	Hold	165,992	–	–	4.4%	2
2015 Q1	$5.48M	Hold	165,992	–	–	4.49%	2
2014 Q4	$4.91M	Hold	165,992	–	–	3.98%	2
2014 Q3	$4.66M	Hold	165,992	–	–	3.94%	2
2014 Q2	$4.67M	Hold	165,992	–	–	3.98%	2
2014 Q1	$5.06M	Hold	165,992	–	–	4.47%	2
2013 Q4	$4.82M	Buy	+165,992	New	+$4.83M	4.19%	2

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

Barbara Oil Co's PFE Position: Q1 2026 in Review

Barbara Oil Co held its Pfizer (PFE) position steady in Q1 2026 at 157,488 shares worth $4.42M. The position accounts for 1.7% of the portfolio, ranked #17.

Barbara Oil Co first reported a position in PFE in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.3M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Barbara Oil Co held 157,488 shares of Pfizer worth $4.42M as of Q1 2026.
Barbara Oil Co left its Pfizer share count unchanged in Q1 2026.
Pfizer made up 1.7% of Barbara Oil Co's portfolio in Q1 2026, its #17 holding.
Barbara Oil Co first reported a position in Pfizer in Q4 2013 and has held it in 50 quarters since.
Barbara Oil Co's Pfizer position peaked at $9.3M in Q4 2021.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.