Basepoint Wealth’s Pfizer PFE Stock Holding History

Basepoint Wealth’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	$264K	Buy	9,407 +106	+1%	+$2.82K	0.15%	87
2025 Q4	$232K	Buy	9,301 +147	+2%	+$3.71K	0.14%	88
2025 Q3	$233K	Buy	9,154 +208	+2%	+$5.13K	0.17%	93
2025 Q2	$217K	Buy	+8,946	New	+$209K	0.17%	95
2024 Q4	–	Sell	-7,803	Closed	-$226K	–	114
2024 Q3	$226K	Sell	7,803 -45	-0.6%	-$1.31K	0.17%	97
2024 Q2	$220K	Buy	7,848 +85	+1%	+$2.34K	0.17%	101
2024 Q1	$215K	Buy	7,763 +596	+8%	+$16.5K	0.16%	108
2023 Q4	$206K	Buy	+7,167	New	+$217K	0.17%	97
2022 Q2	–	Sell	-5,641	Closed	-$292K	–	88
2022 Q1	$292K	Sell	5,641 -26,930	-83%	-$1.4M	0.27%	65
2021 Q4	$1.92M	Buy	+32,571	New	+$1.61M	1.88%	10

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

Basepoint Wealth's PFE Position: Q1 2026 in Review

Basepoint Wealth increased its Pfizer (PFE) stake by 1.1% in Q1 2026, buying an estimated $2.82K and bringing the position to 9,407 shares worth $264K. The position accounts for 0.15% of the portfolio, ranked #87.

Basepoint Wealth first reported a position in PFE in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.92M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Basepoint Wealth held 9,407 shares of Pfizer worth $264K as of Q1 2026.
Basepoint Wealth bought 106 Pfizer shares in Q1 2026, an estimated $2.82K.
Pfizer made up 0.15% of Basepoint Wealth's portfolio in Q1 2026, its #87 holding.
Basepoint Wealth first reported a position in Pfizer in Q4 2021 and has held it in 10 quarters since.
Basepoint Wealth's Pfizer position peaked at $1.92M in Q4 2021.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.