Capital Advisory Group Advisory Services’s Pfizer PFE Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-10,255	Closed	-$261K	–	180
2025 Q3	$261K	Sell	10,255 -3,287	-24%	-$81.1K	0.08%	161
2025 Q2	$328K	Buy	13,542 +388	+3%	+$9.05K	0.12%	134
2025 Q1	$333K	Buy	13,154 +2,156	+20%	+$56.4K	0.13%	132
2024 Q4	$292K	Buy	+10,998	New	+$298K	0.1%	144
2023 Q3	–	Sell	-18,115	Closed	-$664K	–	150
2023 Q2	$664K	Buy	18,115 +418	+2%	+$16.3K	0.47%	52
2023 Q1	$722K	Buy	17,697 +153	+0.9%	+$6.61K	0.43%	67
2022 Q4	$899K	Buy	17,544 +47	+0.3%	+$2.25K	0.61%	46
2022 Q3	$766K	Sell	17,497 -938	-5%	-$45.6K	0.53%	54
2022 Q2	$912K	Buy	18,435 +242	+1%	+$12.3K	0.54%	54
2022 Q1	$942K	Sell	18,193 -442	-2%	-$22.9K	0.44%	63
2021 Q4	$1.1M	Buy	18,635 +499	+3%	+$24.7K	0.48%	61
2021 Q3	$780K	Buy	18,136 +285	+2%	+$12.6K	0.28%	87
2021 Q2	$699K	Buy	17,851 +1,191	+7%	+$46.3K	0.25%	91
2021 Q1	$604K	Sell	16,660 -144	-0.9%	-$5.11K	0.23%	100
2020 Q4	$619K	Buy	16,804 +11,732	+231%	+$430K	0.26%	86
2020 Q3	$177K	Buy	5,072 +1,430	+39%	+$50.1K	0.09%	146
2020 Q2	$113K	Buy	3,642 +870	+31%	+$29.6K	0.06%	171
2020 Q1	$87K	Buy	+2,772	New	+$94.5K	0.11%	90
2019 Q4	–	Sell	-3,119	Closed	-$107K	–	351
2019 Q3	$107K	Hold	3,119	–	–	0.07%	109
2019 Q2	$127K	Hold	3,119	–	–	0.08%	102
2019 Q1	$126K	Sell	3,119 -632	-17%	-$25.3K	0.09%	98
2018 Q4	$155K	Buy	3,751 +242	+7%	+$10K	0.12%	82
2018 Q3	$145K	Hold	3,509	–	–	0.1%	98
2018 Q2	$121K	Hold	3,509	–	–	0.09%	95
2018 Q1	$119K	Buy	+3,509	New	+$121K	0.09%	97

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Advisory Group Advisory Services's PFE Position: Q4 2025 in Review

Capital Advisory Group Advisory Services sold out of Pfizer (PFE) in Q4 2025, closing a stake of 10,255 shares — an estimated $261K sold.

Capital Advisory Group Advisory Services first reported a position in PFE in Q1 2018 and held it in 25 quarters. The position peaked at $1.1M in Q4 2021. 2,914 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Capital Advisory Group Advisory Services reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 10,255 Pfizer shares in Q4 2025, an estimated $261K.
Capital Advisory Group Advisory Services first reported a position in Pfizer in Q1 2018 and held it in 25 quarters.
Capital Advisory Group Advisory Services's Pfizer position peaked at $1.1M in Q4 2021.
2,914 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.