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Bruce G. Allen Investments’s Pfizer PFE Stock Holding History

Bruce G. Allen Investments’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 		$62.3K Buy
2,217
+398
+22% +$10.6K 0.04% 225
2025
Q4 		$45.3K Buy
1,819
+35
+2% +$883 0.03% 269
2025
Q3 		$45.5K Buy
1,784
+118
+7% +$2.91K 0.03% 273
2025
Q2 		$40.4K Sell
1,666
-467
-22% -$10.9K 0.03% 288
2025
Q1 		$54K Sell
2,133
-1,073
-33% -$28.1K 0.04% 235
2024
Q4 		$85.1K Sell
3,206
-4,014
-56% -$109K 0.07% 166
2024
Q3 		$209K Sell
7,220
-1,224
-14% -$35.7K 0.16% 74
2024
Q2 		$236K Buy
8,444
+1,502
+22% +$41.4K 0.2% 65
2024
Q1 		$193K Buy
6,942
+811
+13% +$22.5K 0.16% 80
2023
Q4 		$177K Buy
+6,131
New +$185K 0.16% 84

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bruce G. Allen Investments's PFE Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Pfizer (PFE) stake by 22% in Q1 2026, buying an estimated $10.6K and bringing the position to 2,217 shares worth $62.3K. The position accounts for 0.04% of the portfolio, ranked #225.

Bruce G. Allen Investments first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $236K in Q2 2024. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Bruce G. Allen Investments held 2,217 shares of Pfizer worth $62.3K as of Q1 2026.
  • Bruce G. Allen Investments bought 398 Pfizer shares in Q1 2026, an estimated $10.6K.
  • Pfizer made up 0.04% of Bruce G. Allen Investments's portfolio in Q1 2026, its #225 holding.
  • Bruce G. Allen Investments first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Pfizer position peaked at $236K in Q2 2024.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.