Capstone Investment Advisors
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Capstone Investment Advisors’s Pfizer PFE Stock Holding History

Capstone 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 		– Sell
-95,223
Closed -$2.54M – 1792
2025
Q4 		$2.37M Sell
95,223
-193,625
-67% -$4.88M ﹤0.01% 567
2025
Q3 		$7.36M Buy
288,848
+17,565
+6% +$434K 0.01% 376
2025
Q2 		$6.58M Buy
271,283
+125,306
+86% +$2.92M 0.02% 338
2025
Q1 		$3.7M Sell
145,977
-272,809
-65% -$7.14M 0.01% 530
2024
Q4 		$11.1M Buy
418,786
+114,023
+37% +$3.09M 0.03% 337
2024
Q3 		$8.82M Sell
304,763
-81,971
-21% -$2.39M 0.03% 327
2024
Q2 		$10.8M Buy
386,734
+12,100
+3% +$333K 0.03% 296
2024
Q1 		$10.4M Buy
374,634
+162,511
+77% +$4.51M 0.04% 269
2023
Q4 		$6.11M Sell
212,123
-262,690
-55% -$7.94M 0.02% 463
2023
Q3 		$15.7M Buy
474,813
+46,150
+11% +$1.63M 0.07% 187
2023
Q2 		$15.7M Buy
428,663
+227,067
+113% +$8.84M 0.08% 172
2023
Q1 		$8.23M Buy
201,596
+81,415
+68% +$3.52M 0.04% 269
2022
Q4 		$6.16M Sell
120,181
-60,649
-34% -$2.91M 0.04% 329
2022
Q3 		$7.91M Buy
180,830
+126,646
+234% +$6.15M 0.05% 282
2022
Q2 		$2.84M Sell
54,184
-429,168
-89% -$21.9M 0.01% 629
2022
Q1 		$25M Buy
483,352
+456,554
+1,704% +$23.7M 0.07% 212
2021
Q4 		$1.58M Sell
26,798
-202,036
-88% -$10M ﹤0.01% 1179
2021
Q3 		$9.84M Buy
228,834
+126,717
+124% +$5.61M 0.02% 626
2021
Q2 		$4M Buy
+102,117
New +$3.97M 0.01% 785
2021
Q1 		– Sell
-132,322
Closed -$4.7M – 1891
2020
Q4 		$4.87M Buy
+132,322
New +$4.85M 0.02% 596
2020
Q1 		– Sell
-214,678
Closed -$7.32M – 1333
2019
Q4 		$7.98M Buy
214,678
+4,878
+2% +$174K 0.04% 417
2019
Q3 		$7.15M Buy
209,800
+71,836
+52% +$2.61M 0.05% 349
2019
Q2 		$5.67M Sell
137,964
-45,183
-25% -$1.79M 0.04% 428
2019
Q1 		$7.38M Buy
+183,147
New +$7.33M 0.07% 279
2018
Q4 		– Sell
-5,602
Closed -$233K – 1340
2018
Q3 		$234K Sell
5,602
-39,079
-87% -$1.5M ﹤0.01% 974
2018
Q2 		$1.54M Buy
44,681
+39,183
+713% +$1.34M 0.02% 318
2018
Q1 		$185K Buy
5,498
+5,462
+15,172% +$188K ﹤0.01% 307
2017
Q4 		$1K Sell
36
-679
-95% -$23.2K ﹤0.01% 477
2017
Q3 		$24K Sell
715
-6,550
-90% -$211K ﹤0.01% 519
2017
Q2 		$231K Buy
7,265
+1,666
+30% +$52.5K 0.01% 534
2017
Q1 		$181K Sell
5,599
-31,040
-85% -$979K ﹤0.01% 792
2016
Q4 		$1.13M Sell
36,639
-110,351
-75% -$3.37M 0.03% 387
2016
Q3 		$4.72M Buy
146,990
+38,586
+36% +$1.29M 0.1% 145
2016
Q2 		$3.62M Buy
108,404
+51,804
+92% +$1.65M 0.07% 168
2016
Q1 		$1.59M Buy
56,600
+16,132
+40% +$461K 0.05% 223
2015
Q4 		$1.24M Buy
+40,468
New +$1.27M 0.03% 222
2014
Q4 		– Sell
-71,336
Closed -$2M – 393
2014
Q3 		$2M Buy
+71,336
New +$2M 0.02% 293

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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 $315B AUM 27.84% 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 Investment Advisors's PFE Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 95,223 shares — an estimated $2.54M sold.

Capstone Investment Advisors first reported a position in PFE in Q3 2014 and held it in 37 quarters. The position peaked at $25M in Q1 2022. 2,947 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 95,223 Pfizer shares in Q1 2026, an estimated $2.54M.
  • Capstone Investment Advisors first reported a position in Pfizer in Q3 2014 and held it in 37 quarters.
  • Capstone Investment Advisors's Pfizer position peaked at $25M in Q1 2022.
  • 2,947 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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