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Capital Analysts LLC’s Pfizer PFE Stock Holding History

Capital Analysts LLC’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 		$409K Sell
14,574
-1,046
-7% -$27.8K 0.01% 489
2025
Q4 		$389K Sell
15,620
-7,285
-32% -$184K 0.01% 474
2025
Q3 		$584K Buy
22,905
+2,102
+10% +$51.9K 0.02% 395
2025
Q2 		$504K Sell
20,803
-114
-0.5% -$2.66K 0.02% 388
2025
Q1 		$530K Sell
20,917
-3,739
-15% -$97.8K 0.02% 359
2024
Q4 		$654K Buy
24,656
+3,424
+16% +$92.9K 0.03% 299
2024
Q3 		$614K Sell
21,232
-729
-3% -$21.3K 0.03% 298
2024
Q2 		$615K Buy
21,961
+1,768
+9% +$48.7K 0.03% 305
2024
Q1 		$560K Sell
20,193
-1,304
-6% -$36.2K 0.03% 304
2023
Q4 		$619K Sell
21,497
-44,884
-68% -$1.36M 0.03% 291
2023
Q3 		$2.2M Sell
66,381
-779
-1% -$27.5K 0.12% 139
2023
Q2 		$2.46M Buy
67,160
+2,809
+4% +$109K 0.14% 128
2023
Q1 		$2.63M Buy
64,351
+3,861
+6% +$167K 0.15% 125
2022
Q4 		$3.1M Buy
60,490
+1,408
+2% +$67.5K 0.19% 106
2022
Q3 		$2.59M Buy
59,082
+1,063
+2% +$51.7K 0.18% 115
2022
Q2 		$3.04M Buy
58,019
+1,153
+2% +$58.8K 0.21% 101
2022
Q1 		$2.94M Sell
56,866
-9,961
-15% -$517K 0.19% 114
2021
Q4 		$3.95M Sell
66,827
-855
-1% -$42.4K 0.24% 87
2021
Q3 		$2.91M Buy
67,682
+2,108
+3% +$93.4K 0.19% 105
2021
Q2 		$2.57M Sell
65,574
-1,204
-2% -$46.8K 0.17% 118
2021
Q1 		$2.42M Buy
66,778
+20,078
+43% +$713K 0.17% 117
2020
Q4 		$1.72M Sell
46,700
-5,814
-11% -$213K 0.15% 119
2020
Q3 		$1.83M Sell
52,514
-575
-1% -$20.2K 0.17% 107
2020
Q2 		$1.65M Sell
53,089
-1,106
-2% -$37.6K 0.17% 107
2020
Q1 		$1.68M Buy
54,195
+5,693
+12% +$194K 0.21% 90
2019
Q4 		$1.8M Buy
48,502
+2,380
+5% +$84.8K 0.18% 107
2019
Q3 		$1.57M Buy
46,122
+1,296
+3% +$47.1K 0.17% 111
2019
Q2 		$1.84M Sell
44,826
-487
-1% -$19.3K 0.2% 96
2019
Q1 		$1.82M Buy
45,313
+4,908
+12% +$197K 0.21% 89
2018
Q4 		$1.67M Buy
40,405
+774
+2% +$32.1K 0.22% 85
2018
Q3 		$1.66M Buy
39,631
+456
+1% +$17.6K 0.19% 93
2018
Q2 		$1.35M Buy
39,175
+2,296
+6% +$78.5K 0.16% 101
2018
Q1 		$1.24M Buy
36,879
+503
+1% +$17.3K 0.15% 104
2017
Q4 		$1.25M Sell
36,376
-1,657
-4% -$56.5K 0.16% 101
2017
Q3 		$1.29M Buy
38,033
+772
+2% +$24.8K 0.17% 95
2017
Q2 		$1.19M Buy
37,261
+798
+2% +$25.2K 0.17% 95
2017
Q1 		$1.18M Buy
36,463
+3,867
+12% +$122K 0.19% 85
2016
Q4 		$1M Buy
32,596
+1,911
+6% +$58.3K 0.18% 93
2016
Q3 		$986K Buy
30,685
+3,940
+15% +$132K 0.19% 92
2016
Q2 		$893K Sell
26,745
-728
-3% -$23.2K 0.18% 91
2016
Q1 		$773K Sell
27,473
-3,009
-10% -$85.9K 0.16% 109
2015
Q4 		$934K Buy
30,482
+213
+0.7% +$6.7K 0.19% 102
2015
Q3 		$902K Buy
30,269
+26,643
+735% +$854K 0.17% 118
2015
Q2 		$115K Buy
3,626
+227
+7% +$7.4K 0.02% 201
2015
Q1 		$112K Buy
3,399
+827
+32% +$26.3K 0.02% 195
2014
Q4 		$76K Buy
2,572
+401
+18% +$11.5K 0.02% 213
2014
Q3 		$60.9K Buy
2,171
+211
+11% +$5.92K 0.01% 230
2014
Q2 		$55.2K Sell
1,960
-538
-22% -$15.3K 0.01% 232
2014
Q1 		$76.1K Buy
2,498
+369
+17% +$11K 0.02% 192
2013
Q4 		$61.9K Buy
2,129
+422
+25% +$12.3K 0.02% 201
2013
Q3 		$46.5K Hold
1,707
– – 0.01% 209
2013
Q2 		$45.4K Buy
+1,707
New +$47.2K 0.01% 196

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

Capital Analysts LLC's PFE Position: Q1 2026 in Review

Capital Analysts LLC reduced its Pfizer (PFE) stake by 6.7% in Q1 2026, selling an estimated $27.8K and leaving 14,574 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #489.

Capital Analysts LLC first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.95M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Capital Analysts LLC held 14,574 shares of Pfizer worth $409K as of Q1 2026.
  • Capital Analysts LLC sold 1,046 Pfizer shares in Q1 2026, an estimated $27.8K.
  • Pfizer made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #489 holding.
  • Capital Analysts LLC first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • Capital Analysts LLC's Pfizer position peaked at $3.95M in Q4 2021.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.