CFA
PFE icon

Capstone Financial Advisors’s Pfizer PFE Stock Holding History

Capstone Financial 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 		$267K Buy
9,525
+264
+3% +$7.03K 0.01% 140
2025
Q4 		$231K Sell
9,261
-188
-2% -$4.74K 0.01% 158
2025
Q3 		$241K Buy
+9,449
New +$233K 0.01% 153
2025
Q2 		– Sell
-9,945
Closed -$252K – 183
2025
Q1 		$252K Buy
9,945
+860
+9% +$22.5K 0.02% 125
2024
Q4 		$241K Sell
9,085
-862
-9% -$23.4K 0.01% 131
2024
Q3 		$288K Buy
9,947
+23
+0.2% +$671 0.02% 121
2024
Q2 		$278K Sell
9,924
-62
-0.6% -$1.71K 0.02% 123
2024
Q1 		$277K Sell
9,986
-3,305
-25% -$91.7K 0.02% 117
2023
Q4 		$383K Buy
13,291
+43
+0.3% +$1.3K 0.03% 96
2023
Q3 		$439K Buy
13,248
+1,996
+18% +$70.6K 0.03% 83
2023
Q2 		$413K Buy
11,252
+826
+8% +$32.1K 0.03% 86
2023
Q1 		$425K Sell
10,426
-1,178
-10% -$50.9K 0.03% 81
2022
Q4 		$595K Sell
11,604
-484
-4% -$23.2K 0.05% 62
2022
Q3 		$529K Buy
12,088
+490
+4% +$23.8K 0.05% 64
2022
Q2 		$608K Sell
11,598
-81
-0.7% -$4.13K 0.05% 68
2022
Q1 		$605K Buy
11,679
+165
+1% +$8.56K 0.04% 70
2021
Q4 		$680K Buy
11,514
+205
+2% +$10.2K 0.05% 63
2021
Q3 		$486K Buy
11,309
+321
+3% +$14.2K 0.04% 71
2021
Q2 		$430K Buy
10,988
+1,324
+14% +$51.5K 0.03% 82
2021
Q1 		$350K Sell
9,664
-4,531
-32% -$161K 0.03% 80
2020
Q4 		$523K Buy
14,195
+454
+3% +$16.7K 0.05% 50
2020
Q3 		$478K Buy
13,741
+5,091
+59% +$178K 0.05% 47
2020
Q2 		$268K Hold
8,650
– – 0.03% 75
2020
Q1 		$268K Sell
8,650
-1,068
-11% -$36.4K 0.04% 59
2019
Q4 		$361K Buy
9,718
+1,906
+24% +$67.9K 0.05% 56
2019
Q3 		$266K Sell
7,812
-100
-1% -$3.64K 0.04% 70
2019
Q2 		$325K Sell
7,912
-41
-0.5% -$1.63K 0.05% 57
2019
Q1 		$320K Buy
7,953
+453
+6% +$18.1K 0.05% 59
2018
Q4 		$311K Buy
7,500
+1
+0% +$42 0.06% 58
2018
Q3 		$314K Buy
7,499
+1
+0% +$38 0.08% 54
2018
Q2 		$258K Hold
7,498
– – 0.08% 59
2018
Q1 		$252K Sell
7,498
-53
-0.7% -$1.82K 0.08% 62
2017
Q4 		$259K Sell
7,551
-186
-2% -$6.34K 0.1% 60
2017
Q3 		$262K Sell
7,737
-634
-8% -$20.4K 0.12% 58
2017
Q2 		$267K Buy
8,371
+235
+3% +$7.41K 0.13% 53
2017
Q1 		$264K Buy
+8,136
New +$257K 0.13% 48
2016
Q4 		– Sell
-7,864
Closed -$253K – 77
2016
Q3 		$253K Buy
7,864
+1,447
+23% +$48.4K 0.13% 51
2016
Q2 		$214K Buy
+6,417
New +$205K 0.12% 53
2015
Q3 		– Sell
-19,908
Closed -$633K – 94
2015
Q2 		$633K Buy
19,908
+12,124
+156% +$395K 0.25% 33
2015
Q1 		$257K Buy
+7,784
New +$247K 0.1% 65

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

Capstone Financial Advisors's PFE Position: Q1 2026 in Review

Capstone Financial Advisors increased its Pfizer (PFE) stake by 2.9% in Q1 2026, buying an estimated $7.03K and bringing the position to 9,525 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #140.

Capstone Financial Advisors first reported a position in PFE in Q1 2015 and has held it in 40 quarters since. The position peaked at $680K in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Capstone Financial Advisors held 9,525 shares of Pfizer worth $267K as of Q1 2026.
  • Capstone Financial Advisors bought 264 Pfizer shares in Q1 2026, an estimated $7.03K.
  • Pfizer made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #140 holding.
  • Capstone Financial Advisors first reported a position in Pfizer in Q1 2015 and has held it in 40 quarters since.
  • Capstone Financial Advisors's Pfizer position peaked at $680K in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.