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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
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
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

Callan Family Office's PFE Position: Q1 2026 in Review

Callan Family Office increased its Pfizer (PFE) stake by 12% in Q1 2026, buying an estimated $327K and bringing the position to 117,760 shares worth $3.31M. The position accounts for 0.08% of the portfolio, ranked #255.

Callan Family Office first reported a position in PFE in Q4 2022 and has held it in 9 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Callan Family Office held 117,760 shares of Pfizer worth $3.31M as of Q1 2026.
  • Callan Family Office bought 12,277 Pfizer shares in Q1 2026, an estimated $327K.
  • Pfizer made up 0.08% of Callan Family Office's portfolio in Q1 2026, its #255 holding.
  • Callan Family Office first reported a position in Pfizer in Q4 2022 and has held it in 9 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.