Cascade Investment Group’s Pfizer PFE Stock Holding History

Cascade Investment Group’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	$825K	Buy	29,392 +503	+2%	+$13.4K	0.54%	48
2025 Q4	$719K	Buy	28,889 +37	+0.1%	+$933	0.48%	49
2025 Q3	$735K	Sell	28,852 -909	-3%	-$22.4K	0.49%	50
2025 Q2	$721K	Sell	29,761 -110	-0.4%	-$2.56K	0.5%	49
2025 Q1	$757K	Sell	29,871 -2,136	-7%	-$55.9K	0.58%	45
2024 Q4	$849K	Buy	32,007 +1,277	+4%	+$34.6K	0.61%	45
2024 Q3	$889K	Sell	30,730 -47	-0.2%	-$1.37K	0.65%	44
2024 Q2	$861K	Buy	30,777 +1,704	+6%	+$46.9K	0.67%	41
2024 Q1	$807K	Buy	29,073 +12,628	+77%	+$350K	0.6%	43
2023 Q4	$473K	Buy	16,445 +3,665	+29%	+$111K	0.38%	65
2023 Q3	$424K	Sell	12,780 -56	-0.4%	-$1.98K	0.4%	61
2023 Q2	$471K	Sell	12,836 -1,976	-13%	-$76.9K	0.43%	63
2023 Q1	$604K	Sell	14,812 -253	-2%	-$10.9K	0.6%	47
2022 Q4	$772K	Buy	+15,065	New	+$722K	0.8%	36

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Cascade Investment Group's PFE Position: Q1 2026 in Review

Cascade Investment Group increased its Pfizer (PFE) stake by 1.7% in Q1 2026, buying an estimated $13.4K and bringing the position to 29,392 shares worth $825K. The position accounts for 0.54% of the portfolio, ranked #48.

Cascade Investment Group first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $889K in Q3 2024. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Cascade Investment Group held 29,392 shares of Pfizer worth $825K as of Q1 2026.
Cascade Investment Group bought 503 Pfizer shares in Q1 2026, an estimated $13.4K.
Pfizer made up 0.54% of Cascade Investment Group's portfolio in Q1 2026, its #48 holding.
Cascade Investment Group first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Pfizer position peaked at $889K in Q3 2024.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.