Callan Family Office’s Pfizer PFE Stock Holding History

Callan Family Office’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 Q2	$2.69M	Sell	111,751 -6,009	-5%	-$157K	0.05%	314
2026 Q1	$3.31M	Buy	117,760 +12,277	+12%	+$327K	0.08%	255
2025 Q4	$2.63M	Buy	105,483 +44,295	+72%	+$1.12M	0.06%	299
2025 Q3	$1.56M	Sell	61,188 -8,015	-12%	-$198K	0.05%	305
2025 Q2	$1.68M	Buy	69,203 +48,269	+231%	+$1.13M	0.05%	299
2025 Q1	$530K	Sell	20,934 -1,480	-7%	-$38.7K	0.04%	313
2024 Q4	$595K	Buy	+22,414	New	+$608K	0.04%	338
2023 Q3	–	Sell	-6,957	Closed	-$255K	–	108
2023 Q2	$255K	Sell	6,957 -32	-0.5%	-$1.25K	0.07%	94
2023 Q1	$285K	Buy	6,989 +67	+1%	+$2.89K	0.07%	130
2022 Q4	$355K	Buy	+6,922	New	+$332K	0.11%	72

Other funds holding PFE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Callan Family Office's PFE Position: Q2 2026 in Review

Callan Family Office reduced its Pfizer (PFE) stake by 5.1% in Q2 2026, selling an estimated $157K and leaving 111,751 shares worth $2.69M. The position accounts for 0.05% of the portfolio, ranked #314.

Callan Family Office first reported a position in PFE in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.31M in Q1 2026. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Callan Family Office held 111,751 shares of Pfizer worth $2.69M as of Q2 2026.
Callan Family Office sold 6,009 Pfizer shares in Q2 2026, an estimated $157K.
Pfizer made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #314 holding.
Callan Family Office first reported a position in Pfizer in Q4 2022 and has held it in 10 quarters since.
Callan Family Office's Pfizer position peaked at $3.31M in Q1 2026.
2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.