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Callan Capital’s Pfizer PFE Stock Holding History

Callan Capital’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
Q1 		$290K Sell
11,455
-6,490
-36% -$170K 0.02% 292
2024
Q4 		$476K Buy
17,945
+1,209
+7% +$32.8K 0.03% 182
2024
Q3 		$484K Sell
16,736
-1,109
-6% -$32.4K 0.03% 179
2024
Q2 		$499K Buy
17,845
+2,551
+17% +$70.2K 0.04% 160
2024
Q1 		$424K Buy
15,294
+3,718
+32% +$103K 0.04% 161
2023
Q4 		$333K Buy
11,576
+932
+9% +$28.2K 0.03% 165
2023
Q3 		$353K Sell
10,644
-4,179
-28% -$148K 0.04% 145
2023
Q2 		$544K Buy
14,823
+132
+0.9% +$5.14K 0.06% 105
2023
Q1 		$599K Sell
14,691
-3,217
-18% -$139K 0.07% 99
2022
Q4 		$918K Buy
17,908
+2,644
+17% +$127K 0.11% 81
2022
Q3 		$668K Buy
15,264
+5,541
+57% +$269K 0.11% 73
2022
Q2 		$510K Buy
9,723
+4,931
+103% +$251K 0.08% 73
2022
Q1 		$248K Buy
4,792
+265
+6% +$13.8K 0.03% 106
2021
Q4 		$267K Buy
+4,527
New +$224K 0.04% 117

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Callan Capital's PFE Position: Q1 2025 in Review

Callan Capital reduced its Pfizer (PFE) stake by 36% in Q1 2025, selling an estimated $170K and leaving 11,455 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #292.

Callan Capital first reported a position in PFE in Q4 2021 and has held it in 14 quarters since. The position peaked at $918K in Q4 2022. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Callan Capital held 11,455 shares of Pfizer worth $290K as of Q1 2025.
  • Callan Capital sold 6,490 Pfizer shares in Q1 2025, an estimated $170K.
  • Pfizer made up 0.02% of Callan Capital's portfolio in Q1 2025, its #292 holding.
  • Callan Capital first reported a position in Pfizer in Q4 2021 and has held it in 14 quarters since.
  • Callan Capital's Pfizer position peaked at $918K in Q4 2022.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.