Blue Chip Partners’s Pfizer PFE Stock Holding History

Blue Chip 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
2025 Q4	–	Sell	-8,864	Closed	-$226K	–	174
2025 Q3	$226K	Buy	8,864 +89	+1%	+$2.2K	0.02%	158
2025 Q2	$213K	Buy	8,775 +139	+2%	+$3.24K	0.02%	157
2025 Q1	$219K	Buy	+8,636	New	+$226K	0.02%	154
2024 Q4	–	Sell	-3,616	Closed	-$105K	–	191
2024 Q3	$105K	Sell	3,616 -931	-20%	-$27.2K	0.01%	194
2024 Q2	$127K	Sell	4,547 -1,618	-26%	-$44.5K	0.01%	166
2024 Q1	$171K	Sell	6,165 -339	-5%	-$9.41K	0.02%	142
2023 Q4	$187K	Buy	6,504 +78	+1%	+$2.36K	0.02%	141
2023 Q3	$213K	Buy	6,426 +20	+0.3%	+$707	0.03%	131
2023 Q2	$235K	Buy	6,406 +275	+4%	+$10.7K	0.03%	135
2023 Q1	$250K	Buy	6,131 +59	+1%	+$2.55K	0.03%	125
2022 Q4	$311K	Sell	6,072 -362	-6%	-$17.4K	0.04%	114
2022 Q3	$282K	Buy	6,434 +208	+3%	+$10.1K	0.04%	105
2022 Q2	$326K	Buy	6,226 +552	+10%	+$28.1K	0.04%	103
2022 Q1	$294K	Sell	5,674 -3,983	-41%	-$207K	0.04%	120
2021 Q4	$570K	Buy	9,657 +54	+0.6%	+$2.67K	0.07%	89
2021 Q3	$413K	Buy	9,603 +253	+3%	+$11.2K	0.06%	96
2021 Q2	$366K	Buy	9,350 +46	+0.5%	+$1.79K	0.05%	95
2021 Q1	$337K	Sell	9,304 -190	-2%	-$6.75K	0.05%	98
2020 Q4	$349K	Sell	9,494 -73	-0.8%	-$2.68K	0.05%	93
2020 Q3	$333K	Buy	9,567 +97	+1%	+$3.4K	0.06%	83
2020 Q2	$294K	Sell	9,470 -138	-1%	-$4.69K	0.06%	84
2020 Q1	$298K	Buy	9,608 +4,558	+90%	+$155K	0.07%	82
2019 Q4	$188K	Sell	5,050 -507	-9%	-$18.1K	0.04%	134
2019 Q3	$189K	Sell	5,557 -45,793	-89%	-$1.67M	0.04%	117
2019 Q2	$2.11M	Buy	51,350 +1,385	+3%	+$55K	0.47%	51
2019 Q1	$2.01M	Buy	49,965 +732	+1%	+$29.3K	0.48%	53
2018 Q4	$2.04M	Sell	49,233 -1,355	-3%	-$56.2K	0.51%	51
2018 Q3	$2.12M	Sell	50,588 -2,873	-5%	-$111K	0.52%	49
2018 Q2	$1.84M	Sell	53,461 -2,259	-4%	-$77.2K	0.49%	52
2018 Q1	$1.88M	Sell	55,720 -3,787	-6%	-$130K	0.52%	55
2017 Q4	$2.04M	Sell	59,507 -888	-1%	-$30.3K	0.6%	52
2017 Q3	$2.05M	Sell	60,395 -4,583	-7%	-$147K	0.66%	52
2017 Q2	$2.07M	Buy	64,978 +609	+0.9%	+$19.2K	0.72%	53
2017 Q1	$2.09M	Sell	64,369 -5,039	-7%	-$159K	0.79%	48
2016 Q4	$2.14M	Buy	69,408 +3,528	+5%	+$108K	0.84%	41
2016 Q3	$2.12M	Sell	65,880 -2,404	-4%	-$80.4K	0.94%	42
2016 Q2	$2.28M	Buy	68,284 +866	+1%	+$27.6K	1.03%	38
2016 Q1	$1.9M	Buy	67,418 +1,311	+2%	+$37.4K	0.92%	43
2015 Q4	$2.02M	Buy	66,107 +4,066	+7%	+$128K	1.05%	37
2015 Q3	$1.85M	Buy	62,041 +6,934	+13%	+$222K	1.18%	36
2015 Q2	$1.75M	Buy	55,107 +8,020	+17%	+$261K	1.12%	35
2015 Q1	$1.55M	Sell	47,087 -3,423	-7%	-$109K	1.05%	38
2014 Q4	$1.49M	Buy	+50,510	New	+$1.45M	1.04%	36

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Blue Chip Partners's PFE Position: Q4 2025 in Review

Blue Chip Partners sold out of Pfizer (PFE) in Q4 2025, closing a stake of 8,864 shares — an estimated $226K sold.

Blue Chip Partners first reported a position in PFE in Q4 2014 and held it in 43 quarters. The position peaked at $2.28M in Q2 2016. 2,914 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Blue Chip Partners reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
Blue Chip Partners sold 8,864 Pfizer shares in Q4 2025, an estimated $226K.
Blue Chip Partners first reported a position in Pfizer in Q4 2014 and held it in 43 quarters.
Blue Chip Partners's Pfizer position peaked at $2.28M in Q2 2016.
2,914 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Blue Chip Partners's 13F filing for Q4 2025, filed 18 Feb 2026.