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 		$5.37M Sell
191,100
-46,200
-19% -$1.23M 0.01% 405
2025
Q4 		$5.91M Sell
237,300
-197,000
-45% -$4.97M 0.01% 340
2025
Q3 		$11.1M Buy
434,300
+99,200
+30% +$2.45M 0.02% 305
2025
Q2 		$8.12M Sell
335,100
-137,600
-29% -$3.21M 0.02% 300
2025
Q1 		$12M Sell
472,700
-184,200
-28% -$4.82M 0.03% 255
2024
Q4 		$17.4M Buy
656,900
+146,400
+29% +$3.97M 0.04% 237
2024
Q3 		$14.8M Sell
510,500
-6,100
-1% -$178K 0.05% 232
2024
Q2 		$14.5M Buy
516,600
+285,600
+124% +$7.86M 0.05% 242
2024
Q1 		$6.41M Sell
231,000
-563,800
-71% -$15.6M 0.02% 368
2023
Q4 		$22.9M Buy
794,800
+433,200
+120% +$13.1M 0.07% 185
2023
Q3 		$12M Buy
361,600
+5,400
+2% +$191K 0.05% 243
2023
Q2 		$13.1M Buy
356,200
+78,000
+28% +$3.04M 0.06% 212
2023
Q1 		$11.4M Buy
278,200
+59,200
+27% +$2.56M 0.06% 221
2022
Q4 		$11.2M Buy
219,000
+29,100
+15% +$1.4M 0.08% 203
2022
Q3 		$8.31M Sell
189,900
-22,600
-11% -$1.1M 0.05% 267
2022
Q2 		$11.1M Sell
212,500
-400,000
-65% -$20.4M 0.05% 238
2022
Q1 		$31.7M Sell
612,500
-793,900
-56% -$41.2M 0.09% 177
2021
Q4 		$83M Sell
1,406,400
-181,200
-11% -$8.98M 0.14% 125
2021
Q3 		$68.3M Buy
1,587,600
+50,800
+3% +$2.25M 0.14% 131
2021
Q2 		$60.2M Buy
1,536,800
+17,800
+1% +$692K 0.14% 138
2021
Q1 		$55M Sell
1,519,000
-43,400
-3% -$1.54M 0.16% 128
2020
Q4 		$57.5M Buy
1,562,400
+499,441
+47% +$18.3M 0.19% 93
2020
Q3 		$37M Buy
1,062,959
+546,815
+106% +$19.2M 0.19% 96
2020
Q2 		$16M Buy
516,144
+76,310
+17% +$2.59M 0.11% 165
2020
Q1 		$13.6M Sell
439,834
-736,325
-63% -$25.1M 0.22% 82
2019
Q4 		$43.7M Buy
1,176,159
+275,411
+31% +$9.81M 0.24% 94
2019
Q3 		$30.7M Buy
900,748
+530,056
+143% +$19.3M 0.21% 104
2019
Q2 		$15.2M Buy
370,692
+166,427
+81% +$6.61M 0.11% 197
2019
Q1 		$8.23M Sell
204,265
-12,437
-6% -$498K 0.08% 254
2018
Q4 		$8.97M Buy
216,702
+62,713
+41% +$2.6M 0.11% 148
2018
Q3 		$6.44M Buy
153,989
+148,297
+2,605% +$5.71M 0.07% 210
2018
Q2 		$196K Buy
+5,692
New +$195K ﹤0.01% 582
2017
Q2 		– Sell
-527
Closed -$17K – 860
2017
Q1 		$17K Sell
527
-25,718
-98% -$811K ﹤0.01% 831
2016
Q4 		$808K Sell
26,245
-10,013
-28% -$306K 0.03% 473
2016
Q3 		$1.17M Buy
+36,258
New +$1.21M 0.03% 350
2013
Q4 		– Sell
-98,654
Closed -$2.69M – 538
2013
Q3 		$2.69M Buy
+98,654
New +$2.68M 0.03% 300

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 $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. 2,940 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.
  • 2,940 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.