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Capstone Wealth Management Group (Oregon)’s Pfizer PFE Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$246K Sell
8,776
-84
-0.9% -$2.24K 0.15% 109
2025
Q4 		$221K Hold
8,860
– – 0.13% 118
2025
Q3 		$226K Buy
+8,860
New +$219K 0.14% 111
2025
Q2 		– Sell
-10,038
Closed -$254K – 108
2025
Q1 		$254K Buy
10,038
+1,472
+17% +$38.5K 0.2% 78
2024
Q4 		$227K Buy
+8,566
New +$232K 0.17% 94

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 Wealth Management Group (Oregon)'s PFE Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Pfizer (PFE) stake by 0.95% in Q1 2026, selling an estimated $2.24K and leaving 8,776 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #109.

Capstone Wealth Management Group (Oregon) first reported a position in PFE in Q4 2024 and has held it in 5 quarters since. The position peaked at $254K in Q1 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 8,776 shares of Pfizer worth $246K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) sold 84 Pfizer shares in Q1 2026, an estimated $2.24K.
  • Pfizer made up 0.15% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #109 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Pfizer in Q4 2024 and has held it in 5 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Pfizer position peaked at $254K in Q1 2025.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.