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Cahill Financial Advisors’s Pfizer PFE Stock Holding History

Cahill Financial Advisors’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 		$387K Sell
13,788
-95
-0.7% -$2.53K 0.04% 206
2025
Q4 		$346K Sell
13,883
-8,401
-38% -$212K 0.04% 220
2025
Q3 		$568K Buy
22,284
+517
+2% +$12.8K 0.06% 164
2025
Q2 		$528K Buy
21,767
+4,087
+23% +$95.3K 0.07% 162
2025
Q1 		$448K Buy
17,680
+2,396
+16% +$62.7K 0.06% 176
2024
Q4 		$405K Buy
15,284
+5,756
+60% +$156K 0.06% 182
2024
Q3 		$276K Buy
9,528
+162
+2% +$4.73K 0.04% 222
2024
Q2 		$262K Sell
9,366
-259
-3% -$7.13K 0.04% 231
2024
Q1 		$267K Buy
9,625
+1,101
+13% +$30.6K 0.04% 229
2023
Q4 		$245K Sell
8,524
-1,109
-12% -$33.5K 0.04% 219
2023
Q3 		$320K Buy
9,633
+1,920
+25% +$67.9K 0.05% 186
2023
Q2 		$283K Buy
7,713
+325
+4% +$12.7K 0.05% 201
2023
Q1 		$301K Buy
7,388
+2,235
+43% +$96.5K 0.05% 195
2022
Q4 		$264K Buy
+5,153
New +$247K 0.05% 198
2021
Q4 		– Sell
-1,349
Closed -$58K – 600
2021
Q3 		$58K Buy
+1,349
New +$59.8K 0.01% 323

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

Cahill Financial Advisors's PFE Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Pfizer (PFE) stake by 0.68% in Q1 2026, selling an estimated $2.53K and leaving 13,788 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #206.

Cahill Financial Advisors first reported a position in PFE in Q3 2021 and has held it in 15 quarters since. The position peaked at $568K in Q3 2025. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Cahill Financial Advisors held 13,788 shares of Pfizer worth $387K as of Q1 2026.
  • Cahill Financial Advisors sold 95 Pfizer shares in Q1 2026, an estimated $2.53K.
  • Pfizer made up 0.04% of Cahill Financial Advisors's portfolio in Q1 2026, its #206 holding.
  • Cahill Financial Advisors first reported a position in Pfizer in Q3 2021 and has held it in 15 quarters since.
  • Cahill Financial Advisors's Pfizer position peaked at $568K in Q3 2025.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.