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 		$21.3M Buy
759,100
+163,900
+28% +$4.36M 0.04% 165
2025
Q4 		$14.8M Sell
595,200
-439,500
-42% -$11.1M 0.03% 213
2025
Q3 		$26.4M Buy
1,034,700
+390,800
+61% +$9.65M 0.05% 168
2025
Q2 		$15.6M Sell
643,900
-29,700
-4% -$693K 0.04% 181
2025
Q1 		$17.1M Sell
673,600
-626,800
-48% -$16.4M 0.05% 203
2024
Q4 		$34.5M Buy
1,300,400
+246,000
+23% +$6.67M 0.08% 142
2024
Q3 		$30.5M Sell
1,054,400
-40,900
-4% -$1.19M 0.09% 130
2024
Q2 		$30.6M Buy
1,095,300
+337,600
+45% +$9.29M 0.1% 133
2024
Q1 		$21M Buy
757,700
+44,600
+6% +$1.24M 0.08% 164
2023
Q4 		$20.5M Buy
713,100
+80,300
+13% +$2.43M 0.06% 201
2023
Q3 		$21M Buy
632,800
+6,900
+1% +$244K 0.09% 141
2023
Q2 		$23M Buy
625,900
+59,300
+10% +$2.31M 0.11% 124
2023
Q1 		$23.1M Buy
566,600
+66,300
+13% +$2.86M 0.12% 116
2022
Q4 		$25.6M Buy
500,300
+43,300
+9% +$2.08M 0.19% 74
2022
Q3 		$20M Sell
457,000
-286,700
-39% -$13.9M 0.12% 101
2022
Q2 		$39M Sell
743,700
-1,775,500
-70% -$90.5M 0.19% 67
2022
Q1 		$130M Sell
2,519,200
-3,164,200
-56% -$164M 0.36% 32
2021
Q4 		$336M Buy
5,683,400
+1,073,000
+23% +$53.2M 0.56% 26
2021
Q3 		$198M Buy
4,610,400
+659,900
+17% +$29.2M 0.39% 41
2021
Q2 		$155M Buy
3,950,500
+1,042,300
+36% +$40.5M 0.35% 56
2021
Q1 		$105M Buy
2,908,200
+514,400
+21% +$18.3M 0.31% 69
2020
Q4 		$88.1M Buy
2,393,800
+1,310,815
+121% +$48.1M 0.3% 56
2020
Q3 		$37.7M Buy
1,082,985
+375,646
+53% +$13.2M 0.19% 92
2020
Q2 		$21.9M Buy
707,339
+142,500
+25% +$4.84M 0.15% 128
2020
Q1 		$17.5M Sell
564,839
-1,106,278
-66% -$37.7M 0.28% 60
2019
Q4 		$62.1M Buy
1,671,117
+474,405
+40% +$16.9M 0.34% 53
2019
Q3 		$40.8M Sell
1,196,712
-254,541
-18% -$9.26M 0.28% 71
2019
Q2 		$59.6M Buy
1,451,253
+327,689
+29% +$13M 0.43% 44
2019
Q1 		$45.3M Buy
1,123,564
+513,193
+84% +$20.6M 0.42% 50
2018
Q4 		$25.3M Buy
610,371
+242,630
+66% +$10.1M 0.31% 51
2018
Q3 		$15.4M Buy
367,741
+239,364
+186% +$9.21M 0.18% 101
2018
Q2 		$4.42M Buy
128,377
+113,094
+740% +$3.86M 0.07% 169
2018
Q1 		$515K Buy
15,283
+211
+1% +$7.25K 0.01% 268
2017
Q4 		$517K Hold
15,072
– – 0.01% 260
2017
Q3 		$510K Hold
15,072
– – 0.02% 313
2017
Q2 		$480K Sell
15,072
-81,580
-84% -$2.57M 0.01% 420
2017
Q1 		$3.13M Sell
96,652
-12,015
-11% -$379K 0.08% 205
2016
Q4 		$3.35M Buy
108,667
+86,217
+384% +$2.63M 0.1% 189
2016
Q3 		$721K Buy
+22,450
New +$751K 0.02% 447
2014
Q4 		– Sell
-596,880
Closed -$16.7M – 394
2014
Q3 		$16.7M Buy
+596,880
New +$16.8M 0.19% 106
2013
Q4 		– Sell
-71,883
Closed -$1.96M – 539
2013
Q3 		$1.96M Buy
+71,883
New +$1.96M 0.02% 346

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.