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Carson Advisory’s Pfizer PFE Stock Holding History

Carson Advisory’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 		$258K Sell
9,174
-136
-1% -$3.62K 0.13% 156
2025
Q4 		$232K Sell
9,310
-1,153
-11% -$29.1K 0.12% 164
2025
Q3 		$267K Sell
10,463
-1,000
-9% -$24.7K 0.14% 140
2025
Q2 		$278K Sell
11,463
-460
-4% -$10.7K 0.18% 125
2025
Q1 		$302K Sell
11,923
-1,515
-11% -$39.6K 0.2% 116
2024
Q4 		$357K Sell
13,438
-10,691
-44% -$290K 0.25% 98
2024
Q3 		$698K Sell
24,129
-1,276
-5% -$37.2K 0.44% 70
2024
Q2 		$711K Buy
25,405
+7,164
+39% +$197K 0.5% 63
2024
Q1 		$506K Sell
18,241
-1,718
-9% -$47.7K 0.36% 84
2023
Q4 		$575K Sell
19,959
-3,910
-16% -$118K 0.45% 73
2023
Q3 		$792K Sell
23,869
-335
-1% -$11.8K 0.69% 40
2023
Q2 		$888K Sell
24,204
-128
-0.5% -$4.98K 0.75% 36
2023
Q1 		$993K Sell
24,332
-2,145
-8% -$92.6K 0.88% 29
2022
Q4 		$1.36M Buy
26,477
+1,151
+5% +$55.2K 1.3% 21
2022
Q3 		$1.11M Buy
25,326
+860
+4% +$41.8K 1.23% 21
2022
Q2 		$1.28M Buy
24,466
+1,650
+7% +$84.1K 1.43% 18
2022
Q1 		$1.18M Sell
22,816
-957
-4% -$49.7K 1.17% 22
2021
Q4 		$1.4M Buy
+23,773
New +$1.18M 1.42% 16

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

Carson Advisory's PFE Position: Q1 2026 in Review

Carson Advisory reduced its Pfizer (PFE) stake by 1.5% in Q1 2026, selling an estimated $3.62K and leaving 9,174 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #156.

Carson Advisory first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.4M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Carson Advisory held 9,174 shares of Pfizer worth $258K as of Q1 2026.
  • Carson Advisory sold 136 Pfizer shares in Q1 2026, an estimated $3.62K.
  • Pfizer made up 0.13% of Carson Advisory's portfolio in Q1 2026, its #156 holding.
  • Carson Advisory first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Pfizer position peaked at $1.4M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.