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Carnegie Lake Advisors’s Pfizer PFE Stock Holding History

Carnegie Lake 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 		$1.45M Sell
51,518
-1,767
-3% -$47K 0.57% 44
2025
Q4 		$1.33M Sell
53,285
-8,913
-14% -$225K 0.51% 49
2025
Q3 		$1.58M Buy
62,198
+636
+1% +$15.7K 0.61% 43
2025
Q2 		$1.49M Sell
61,562
-2,397
-4% -$55.9K 0.59% 47
2025
Q1 		$1.62M Buy
63,959
+1,595
+3% +$41.7K 0.66% 42
2024
Q4 		$1.66M Buy
62,364
+800
+1% +$21.7K 0.67% 43
2024
Q3 		$1.78M Buy
+61,564
New +$1.8M 0.71% 37

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

Carnegie Lake Advisors's PFE Position: Q1 2026 in Review

Carnegie Lake Advisors reduced its Pfizer (PFE) stake by 3.3% in Q1 2026, selling an estimated $47K and leaving 51,518 shares worth $1.45M. The position accounts for 0.57% of the portfolio, ranked #44.

Carnegie Lake Advisors first reported a position in PFE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q3 2024. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Carnegie Lake Advisors held 51,518 shares of Pfizer worth $1.45M as of Q1 2026.
  • Carnegie Lake Advisors sold 1,767 Pfizer shares in Q1 2026, an estimated $47K.
  • Pfizer made up 0.57% of Carnegie Lake Advisors's portfolio in Q1 2026, its #44 holding.
  • Carnegie Lake Advisors first reported a position in Pfizer in Q3 2024 and has held it in 7 quarters since.
  • Carnegie Lake Advisors's Pfizer position peaked at $1.78M in Q3 2024.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.