Boston Research & Management’s Pfizer PFE Stock Holding History

Boston Research & Management’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	$337K	Sell	12,009 -788	-6%	-$21K	0.08%	92
2025 Q4	$318K	Sell	12,797 -2,230	-15%	-$56.2K	0.07%	98
2025 Q3	$382K	Hold	15,027	–	–	0.08%	93
2025 Q2	$364K	Hold	15,027	–	–	0.09%	93
2025 Q1	$380K	Hold	15,027	–	–	0.09%	94
2024 Q4	$398K	Hold	15,027	–	–	0.1%	92
2024 Q3	$434K	Sell	15,027 -1,736	-10%	-$50.6K	0.1%	91
2024 Q2	$469K	Hold	16,763	–	–	0.12%	87
2024 Q1	$465K	Hold	16,763	–	–	0.11%	89
2023 Q4	$482K	Sell	16,763 -7,278	-30%	-$220K	0.13%	85
2023 Q3	$797K	Hold	24,041	–	–	0.24%	73
2023 Q2	$881K	Buy	24,041 +209	+0.9%	+$8.13K	0.25%	71
2023 Q1	$972K	Sell	23,832 -73	-0.3%	-$3.15K	0.29%	69
2022 Q4	$1.22M	Buy	23,905 +73	+0.3%	+$3.5K	0.38%	66
2022 Q3	$1.04M	Hold	23,832	–	–	0.36%	67
2022 Q2	$1.25M	Hold	23,832	–	–	0.4%	68
2022 Q1	$1.23M	Hold	23,832	–	–	0.36%	67
2021 Q4	$1.41M	Sell	23,832 -570	-2%	-$28.2K	0.38%	65
2021 Q3	$1.05M	Hold	24,402	–	–	0.31%	67
2021 Q2	$955K	Hold	24,402	–	–	0.29%	68
2021 Q1	$884K	Hold	24,402	–	–	0.28%	67
2020 Q4	$898K	Sell	24,402 -1,739	-7%	-$63.8K	0.31%	66
2020 Q3	$910K	Buy	26,141 +4,458	+21%	+$156K	0.36%	63
2020 Q2	$672K	Buy	21,683 +422	+2%	+$14.3K	0.28%	66
2020 Q1	$658K	Hold	21,261	–	–	0.33%	61
2019 Q4	$790K	Hold	21,261	–	–	0.3%	64
2019 Q3	$724K	Hold	21,261	–	–	0.29%	65
2019 Q2	$873K	Hold	21,261	–	–	0.35%	63
2019 Q1	$856K	Hold	21,261	–	–	0.36%	63
2018 Q4	$880K	Hold	21,261	–	–	0.42%	58
2018 Q3	$888K	Sell	21,261 -2,716	-11%	-$105K	0.41%	62
2018 Q2	$825K	Buy	23,977 +2,716	+13%	+$92.8K	0.41%	62
2018 Q1	$715K	Hold	21,261	–	–	0.36%	63
2017 Q4	$730K	Sell	21,261 -843	-4%	-$28.7K	0.37%	61
2017 Q3	$748K	Hold	22,104	–	–	0.38%	61
2017 Q2	$704K	Hold	22,104	–	–	0.38%	62
2017 Q1	$717K	Hold	22,104	–	–	0.39%	64
2016 Q4	$681K	Hold	22,104	–	–	0.39%	65
2016 Q3	$710K	Buy	22,104 +3,794	+21%	+$127K	0.41%	61
2016 Q2	$611K	Hold	18,310	–	–	0.37%	64
2016 Q1	$514K	Hold	18,310	–	–	0.32%	68
2015 Q4	$560K	Sell	18,310 -264	-1%	-$8.3K	0.35%	70
2015 Q3	$553K	Buy	18,574 +264	+1%	+$8.46K	0.36%	71
2015 Q2	$582K	Sell	18,310 -116	-0.6%	-$3.78K	0.37%	68
2015 Q1	$608K	Hold	18,426	–	–	0.39%	68
2014 Q4	$544K	Hold	18,426	–	–	0.34%	70
2014 Q3	$516K	Sell	18,426 -2,875	-13%	-$80.7K	0.35%	69
2014 Q2	$599K	Buy	21,301 +685	+3%	+$19.5K	0.41%	65
2014 Q1	$628K	Buy	20,616 +2,190	+12%	+$65.3K	0.46%	63
2013 Q4	$535K	Hold	18,426	–	–	0.41%	63
2013 Q3	$502K	Hold	18,426	–	–	0.42%	64
2013 Q2	$489K	Buy	+18,426	New	+$509K	0.43%	64

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

Boston Research & Management's PFE Position: Q1 2026 in Review

Boston Research & Management reduced its Pfizer (PFE) stake by 6.2% in Q1 2026, selling an estimated $21K and leaving 12,009 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #92.

Boston Research & Management first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.41M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Boston Research & Management held 12,009 shares of Pfizer worth $337K as of Q1 2026.
Boston Research & Management sold 788 Pfizer shares in Q1 2026, an estimated $21K.
Pfizer made up 0.08% of Boston Research & Management's portfolio in Q1 2026, its #92 holding.
Boston Research & Management first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
Boston Research & Management's Pfizer position peaked at $1.41M in Q4 2021.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.