CIAS
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Capital Investment Advisory Services’s Pfizer PFE Stock Holding History

Capital Investment 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
2026
Q1 		$5.66M Sell
201,622
-5,371
-3% -$143K 0.41% 52
2025
Q4 		$5.15M Buy
206,993
+1,287
+0.6% +$32.5K 0.36% 65
2025
Q3 		$5.24M Sell
205,706
-8,430
-4% -$208K 0.42% 60
2025
Q2 		$5.19M Buy
214,136
+2,799
+1% +$65.3K 0.42% 55
2025
Q1 		$5.36M Buy
211,337
+10,767
+5% +$282K 0.48% 51
2024
Q4 		$5.32M Buy
200,570
+86,726
+76% +$2.35M 0.51% 46
2024
Q3 		$3.29M Sell
113,844
-5,460
-5% -$159K 0.31% 77
2024
Q2 		$3.34M Buy
119,304
+8,580
+8% +$236K 0.34% 71
2024
Q1 		$3.07M Buy
110,724
+12,524
+13% +$348K 0.33% 74
2023
Q4 		$2.83M Buy
98,200
+10,931
+13% +$330K 0.26% 66
2023
Q3 		$2.89M Buy
87,269
+18,482
+27% +$654K 0.28% 65
2023
Q2 		$2.52M Buy
68,787
+2,524
+4% +$98.2K 0.25% 72
2023
Q1 		$2.7M Sell
66,263
-3,688
-5% -$159K 0.32% 65
2022
Q4 		$3.58M Buy
69,951
+546
+0.8% +$26.2K 0.43% 45
2022
Q3 		$3.04M Buy
69,405
+683
+1% +$33.2K 0.39% 49
2022
Q2 		$3.6M Sell
68,722
-3,215
-4% -$164K 0.44% 46
2022
Q1 		$3.72M Buy
71,937
+1,610
+2% +$83.5K 0.41% 47
2021
Q4 		$4.15M Sell
70,327
-536
-0.8% -$26.6K 0.49% 43
2021
Q3 		$3.05M Sell
70,863
-2,542
-3% -$113K 0.39% 54
2021
Q2 		$2.88M Buy
73,405
+1,100
+2% +$42.8K 0.36% 65
2021
Q1 		$2.62M Sell
72,305
-952
-1% -$33.8K 0.37% 61
2020
Q4 		$2.7M Buy
73,257
+6,355
+9% +$233K 0.4% 57
2020
Q3 		$2.33M Sell
66,902
-894
-1% -$31.3K 0.44% 50
2020
Q2 		$2.1M Sell
67,796
-257
-0.4% -$8.73K 0.43% 56
2020
Q1 		$2.11M Buy
68,053
+15,889
+30% +$541K 0.51% 43
2019
Q4 		$1.94M Buy
52,164
+4,505
+9% +$160K 0.52% 41
2019
Q3 		$1.63M Buy
47,659
+1,010
+2% +$36.7K 0.45% 44
2019
Q2 		$1.9M Buy
46,649
+2,257
+5% +$89.6K 0.58% 31
2019
Q1 		$1.79M Sell
44,392
-2,789
-6% -$112K 0.67% 27
2018
Q4 		$1.95M Sell
47,181
-393
-0.8% -$16.3K 0.83% 19
2018
Q3 		$1.99M Buy
47,574
+1,371
+3% +$52.8K 0.93% 23
2018
Q2 		$1.59M Sell
46,203
-755
-2% -$25.8K 0.8% 28
2018
Q1 		$1.58M Buy
46,958
+10,210
+28% +$351K 0.88% 24
2017
Q4 		$1.26M Sell
36,748
-454
-1% -$15.5K 0.74% 28
2017
Q3 		$1.26M Sell
37,202
-470
-1% -$15.1K 0.77% 31
2017
Q2 		$1.2M Sell
37,672
-3,391
-8% -$107K 0.79% 30
2017
Q1 		$1.33M Buy
41,063
+1,674
+4% +$52.8K 0.98% 24
2016
Q4 		$1.21M Buy
+39,389
New +$1.2M 1.05% 22

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 Advisory Services's PFE Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Pfizer (PFE) stake by 2.6% in Q1 2026, selling an estimated $143K and leaving 201,622 shares worth $5.66M. The position accounts for 0.41% of the portfolio, ranked #52.

Capital Investment Advisory Services first reported a position in PFE in Q4 2016 and has held it in 38 quarters since. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Capital Investment Advisory Services held 201,622 shares of Pfizer worth $5.66M as of Q1 2026.
  • Capital Investment Advisory Services sold 5,371 Pfizer shares in Q1 2026, an estimated $143K.
  • Pfizer made up 0.41% of Capital Investment Advisory Services's portfolio in Q1 2026, its #52 holding.
  • Capital Investment Advisory Services first reported a position in Pfizer in Q4 2016 and has held it in 38 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.