Belpointe Asset Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.11M | Buy |
146,227
+15,913
| +12% | +$424K | 0.15% | 119 |
|
|
2025
Q4 | $3.24M | Buy |
130,314
+17,270
| +15% | +$436K | 0.12% | 143 |
|
|
2025
Q3 | $2.88M | Sell |
113,044
-7,240
| -6% | -$179K | 0.11% | 158 |
|
|
2025
Q2 | $2.92M | Sell |
120,284
-9,819
| -8% | -$229K | 0.12% | 150 |
|
|
2025
Q1 | $3.3M | Sell |
130,103
-101,295
| -44% | -$2.65M | 0.17% | 112 |
|
|
2024
Q4 | $6.71M | Buy |
231,398
+5,333
| +2% | +$145K | 0.4% | 44 |
|
|
2024
Q3 | $6.54M | Sell |
226,065
-13,644
| -6% | -$398K | 0.39% | 44 |
|
|
2024
Q2 | $6.71M | Buy |
239,709
+46,456
| +24% | +$1.28M | 0.47% | 35 |
|
|
2024
Q1 | $5.36M | Buy |
193,253
+88,008
| +84% | +$2.44M | 0.4% | 44 |
|
|
2023
Q4 | $3.03M | Buy |
105,245
+18,507
| +21% | +$559K | 0.27% | 70 |
|
|
2023
Q3 | $2.88M | Buy |
86,738
+670
| +0.8% | +$23.7K | 0.3% | 62 |
|
|
2023
Q2 | $3.16M | Sell |
86,068
-45,748
| -35% | -$1.78M | 0.33% | 60 |
|
|
2023
Q1 | $5.38M | Buy |
131,816
+7,154
| +6% | +$309K | 0.29% | 53 |
|
|
2022
Q4 | $6.39M | Buy |
124,662
+17,039
| +16% | +$817K | 0.39% | 40 |
|
|
2022
Q3 | $4.71M | Buy |
107,623
+14,922
| +16% | +$725K | 0.32% | 59 |
|
|
2022
Q2 | $4.86M | Sell |
92,701
-25,921
| -22% | -$1.32M | 0.33% | 55 |
|
|
2022
Q1 | $6.14M | Sell |
118,622
-8,852
| -7% | -$459K | 0.37% | 44 |
|
|
2021
Q4 | $7.53M | Buy |
127,474
+13,290
| +12% | +$658K | 0.47% | 33 |
|
|
2021
Q3 | $4.91M | Sell |
114,184
-27,304
| -19% | -$1.21M | 0.33% | 53 |
|
|
2021
Q2 | $5.54M | Buy |
141,488
+3,345
| +2% | +$130K | 0.4% | 42 |
|
|
2021
Q1 | $5M | Sell |
138,143
-60,077
| -30% | -$2.13M | 0.43% | 35 |
|
|
2020
Q4 | $7.3M | Buy |
198,220
+57,141
| +41% | +$2.1M | 0.65% | 22 |
|
|
2020
Q3 | $4.91M | Buy |
141,079
+26,122
| +23% | +$916K | 0.55% | 29 |
|
|
2020
Q2 | $3.57M | Buy |
114,957
+5,355
| +5% | +$182K | 0.46% | 38 |
|
|
2020
Q1 | $3.39M | Sell |
109,602
-1,014
| -0.9% | -$34.6K | 0.59% | 30 |
|
|
2019
Q4 | $4.11M | Buy |
110,616
+21,082
| +24% | +$751K | 0.52% | 36 |
|
|
2019
Q3 | $3.05M | Sell |
89,534
-9,277
| -9% | -$337K | 0.49% | 38 |
|
|
2019
Q2 | $4.06M | Sell |
98,811
-3,109
| -3% | -$123K | 0.8% | 22 |
|
|
2019
Q1 | $4.11M | Buy |
101,920
+4,379
| +4% | +$175K | 0.8% | 22 |
|
|
2018
Q4 | $4.04M | Buy |
97,541
+2,599
| +3% | +$108K | 1.02% | 11 |
|
|
2018
Q3 | $3.97M | Buy |
94,942
+6,841
| +8% | +$263K | 0.63% | 23 |
|
|
2018
Q2 | $3.03M | Sell |
88,101
-305
| -0.3% | -$10.4K | 0.85% | 16 |
|
|
2018
Q1 | $2.98M | Sell |
88,406
-4,937
| -5% | -$170K | 0.87% | 14 |
|
|
2017
Q4 | $3.21M | Buy |
93,343
+3,492
| +4% | +$119K | 0.7% | 21 |
|
|
2017
Q3 | $3.04M | Buy |
+89,851
| New | +$2.89M | 0.71% | 20 |
|
Other funds holding PFE
VCM
VPM
Belpointe Asset Management's PFE Position: Q1 2026 in Review
Belpointe Asset Management increased its Pfizer (PFE) stake by 12% in Q1 2026, buying an estimated $424K and bringing the position to 146,227 shares worth $4.11M. The position accounts for 0.15% of the portfolio, ranked #119.
Belpointe Asset Management first reported a position in PFE in Q3 2017 and has held it in 35 quarters since. The position peaked at $7.53M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Belpointe Asset Management held 146,227 shares of Pfizer worth $4.11M as of Q1 2026.
- Belpointe Asset Management bought 15,913 Pfizer shares in Q1 2026, an estimated $424K.
- Pfizer made up 0.15% of Belpointe Asset Management's portfolio in Q1 2026, its #119 holding.
- Belpointe Asset Management first reported a position in Pfizer in Q3 2017 and has held it in 35 quarters since.
- Belpointe Asset Management's Pfizer position peaked at $7.53M in Q4 2021.
- 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.