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Capital Investment Advisors’s Pfizer PFE Stock Holding History

Capital Investment Advisors’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 		$11.9M Sell
422,920
-9,493
-2% -$253K 0.17% 107
2025
Q4 		$10.8M Sell
432,413
-26,437
-6% -$667K 0.16% 114
2025
Q3 		$11.7M Sell
458,850
-10,759
-2% -$266K 0.19% 100
2025
Q2 		$11.4M Sell
469,609
-22,676
-5% -$529K 0.2% 99
2025
Q1 		$12.5M Sell
492,285
-101,074
-17% -$2.64M 0.24% 89
2024
Q4 		$15.7M Sell
593,359
-55,559
-9% -$1.51M 0.32% 70
2024
Q3 		$18.8M Sell
648,918
-36,147
-5% -$1.05M 0.39% 67
2024
Q2 		$19.2M Sell
685,065
-11,432
-2% -$315K 0.43% 66
2024
Q1 		$19.3M Buy
696,497
+10,354
+2% +$287K 0.45% 66
2023
Q4 		$19.8M Sell
686,143
-32,415
-5% -$980K 0.5% 56
2023
Q3 		$23.8M Buy
718,558
+40,233
+6% +$1.42M 0.66% 43
2023
Q2 		$24.9M Buy
678,325
+5,984
+0.9% +$233K 0.76% 36
2023
Q1 		$27.4M Buy
672,341
+149,910
+29% +$6.47M 0.81% 31
2022
Q4 		$26.8M Sell
522,431
-9,738
-2% -$467K 0.81% 32
2022
Q3 		$23.3M Sell
532,169
-142
-0% -$6.9K 0.8% 35
2022
Q2 		$27.9M Sell
532,311
-760
-0.1% -$38.7K 0.93% 28
2022
Q1 		$27.6M Sell
533,071
-316,900
-37% -$16.4M 0.84% 31
2021
Q4 		$50.2M Buy
849,971
+19,126
+2% +$948K 1.53% 14
2021
Q3 		$35.7M Buy
830,845
+26,454
+3% +$1.17M 1.2% 19
2021
Q2 		$31.5M Buy
804,391
+10,684
+1% +$415K 1.09% 21
2021
Q1 		$28.8M Buy
793,707
+46,174
+6% +$1.64M 1.08% 24
2020
Q4 		$27.5M Buy
747,533
+53,701
+8% +$1.97M 1.15% 21
2020
Q3 		$24.2M Buy
693,832
+48,434
+8% +$1.7M 1.15% 24
2020
Q2 		$20M Buy
645,398
+42,390
+7% +$1.44M 1.04% 27
2020
Q1 		$18.7M Buy
603,008
+78,039
+15% +$2.66M 1.19% 22
2019
Q4 		$19.5M Buy
524,969
+32,539
+7% +$1.16M 0.94% 28
2019
Q3 		$16.8M Buy
492,430
+26,918
+6% +$979K 0.88% 30
2019
Q2 		$19.1M Buy
465,512
+32,644
+8% +$1.3M 1.05% 23
2019
Q1 		$17.4M Buy
432,868
+10,686
+3% +$428K 1.02% 24
2018
Q4 		$17.5M Sell
422,182
-38,551
-8% -$1.6M 1.17% 20
2018
Q3 		$19.3M Buy
460,733
+5,839
+1% +$225K 1.14% 20
2018
Q2 		$15.7M Buy
454,894
+9,110
+2% +$311K 0.97% 25
2018
Q1 		$15M Buy
445,784
+43,904
+11% +$1.51M 0.98% 24
2017
Q4 		$13.8M Buy
401,880
+113,136
+39% +$3.86M 0.9% 23
2017
Q3 		$9.78M Buy
288,744
+15,029
+5% +$483K 0.67% 35
2017
Q2 		$8.72M Buy
273,715
+26,805
+11% +$845K 0.62% 39
2017
Q1 		$8.01M Buy
246,910
+41,413
+20% +$1.31M 0.61% 38
2016
Q4 		$6.33M Buy
205,497
+8,691
+4% +$265K 0.53% 45
2016
Q3 		$6.32M Buy
196,806
+3,237
+2% +$108K 0.56% 41
2016
Q2 		$6.47M Buy
193,569
+1,144
+0.6% +$36.5K 0.61% 40
2016
Q1 		$5.41M Buy
192,425
+4,623
+2% +$132K 0.53% 45
2015
Q4 		$5.75M Sell
187,802
-1,180
-0.6% -$37.1K 0.59% 40
2015
Q3 		$5.63M Buy
188,982
+2,354
+1% +$75.5K 0.63% 38
2015
Q2 		$5.94M Sell
186,628
-6,999
-4% -$228K 0.64% 37
2015
Q1 		$6.39M Buy
193,627
+149
+0.1% +$4.74K 0.68% 35
2014
Q4 		$5.72M Buy
193,478
+4,521
+2% +$130K 0.63% 42
2014
Q3 		$5.3M Buy
188,957
+8,212
+5% +$230K 0.61% 45
2014
Q2 		$5.09M Buy
180,745
+624
+0.3% +$17.8K 0.58% 46
2014
Q1 		$5.49M Buy
180,121
+3,577
+2% +$107K 0.69% 33
2013
Q4 		$5.13M Buy
+176,544
New +$5.14M 0.68% 38

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 Investment Advisors's PFE Position: Q1 2026 in Review

Capital Investment Advisors reduced its Pfizer (PFE) stake by 2.2% in Q1 2026, selling an estimated $253K and leaving 422,920 shares worth $11.9M. The position accounts for 0.17% of the portfolio, ranked #107.

Capital Investment Advisors first reported a position in PFE in Q4 2013 and has held it in 50 quarters since. The position peaked at $50.2M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Capital Investment Advisors held 422,920 shares of Pfizer worth $11.9M as of Q1 2026.
  • Capital Investment Advisors sold 9,493 Pfizer shares in Q1 2026, an estimated $253K.
  • Pfizer made up 0.17% of Capital Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • Capital Investment Advisors first reported a position in Pfizer in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Pfizer position peaked at $50.2M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.