CBIZ Investment Advisory Services’s Pfizer PFE Stock Holding History

CBIZ Investment Advisory Services’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	$8.52K	Sell	303 -1,336	-82%	-$35.6K	﹤0.01%	173
2025 Q4	$40.8K	Buy	1,639 +121	+8%	+$3.05K	﹤0.01%	163
2025 Q3	$38.7K	Sell	1,518 -744	-33%	-$18.4K	﹤0.01%	154
2025 Q2	$54.8K	Buy	2,262 +1,354	+149%	+$31.6K	﹤0.01%	125
2025 Q1	$23K	Buy	908 +403	+80%	+$10.5K	﹤0.01%	212
2024 Q4	$13.4K	Buy	505 +106	+27%	+$2.88K	﹤0.01%	258
2024 Q3	$11.6K	Buy	399 +31	+8%	+$904	﹤0.01%	253
2024 Q2	$10.3K	Sell	368 -272	-43%	-$7.49K	﹤0.01%	250
2024 Q1	$17.8K	Buy	+640	New	+$17.8K	﹤0.01%	199
2021 Q3	–	Hold	0	–	–	–	47
2021 Q2	–	Hold	0	–	–	–	43
2021 Q1	–	Hold	0	–	–	–	39
2020 Q4	–	Hold	0	–	–	–	35
2020 Q3	–	Hold	0	–	–	–	36
2020 Q2	–	Hold	0	–	–	–	51
2020 Q1	–	Hold	0	–	–	–	44
2019 Q4	–	Hold	0	–	–	–	54

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

CBIZ Investment Advisory Services's PFE Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Pfizer (PFE) stake by 82% in Q1 2026, selling an estimated $35.6K and leaving 303 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

CBIZ Investment Advisory Services first reported a position in PFE in Q1 2024 and has held it in 9 quarters since. The position peaked at $54.8K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

CBIZ Investment Advisory Services held 303 shares of Pfizer worth $8.52K as of Q1 2026.
CBIZ Investment Advisory Services sold 1,336 Pfizer shares in Q1 2026, an estimated $35.6K.
Pfizer made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #173 holding.
CBIZ Investment Advisory Services first reported a position in Pfizer in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Pfizer position peaked at $54.8K in Q2 2025.
2,933 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.