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Chapin Davis’s Pfizer PFE Stock Holding History

Chapin Davis’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
Q3 		$1.38M Sell
48,269
-336
-0.7% -$8.94K 0.26% 71
2026
Q2 		$1.17M Sell
48,605
-3,075
-6% -$80.4K 0.21% 83
2026
Q1 		$1.45M Buy
51,680
+7,804
+18% +$208K 0.32% 64
2025
Q4 		$1.09M Sell
43,876
-20,667
-32% -$521K 0.26% 83
2025
Q3 		$1.64M Buy
64,543
+447
+0.7% +$11K 0.4% 57
2025
Q2 		$1.55M Sell
64,096
-893
-1% -$20.8K 0.43% 55
2025
Q1 		$1.65M Buy
64,989
+5,008
+8% +$131K 0.56% 42
2024
Q4 		$1.74M Hold
59,981
– – 0.57% 38
2024
Q3 		$1.74M Buy
59,981
+1,627
+3% +$47.5K 0.56% 39
2024
Q2 		$1.63M Buy
58,354
+96
+0.2% +$2.64K 0.56% 40
2024
Q1 		$1.62M Buy
58,258
+459
+0.8% +$12.7K 0.59% 36
2023
Q4 		$1.66M Buy
57,799
+3,413
+6% +$103K 0.7% 34
2023
Q3 		$1.8M Buy
54,386
+3,963
+8% +$140K 0.86% 25
2023
Q2 		$1.85M Buy
50,423
+9,091
+22% +$354K 0.88% 24
2023
Q1 		$1.69M Buy
41,332
+7,101
+21% +$307K 0.87% 27
2022
Q4 		$1.75M Buy
+34,231
New +$1.64M 1.02% 28

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Chapin Davis's PFE Position: Q3 2026 in Review

Chapin Davis reduced its Pfizer (PFE) stake by 0.69% in Q3 2026, selling an estimated $8.94K and leaving 48,269 shares worth $1.38M. The position accounts for 0.26% of the portfolio, ranked #71.

Chapin Davis first reported a position in PFE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.85M in Q2 2023. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Chapin Davis held 48,269 shares of Pfizer worth $1.38M as of Q3 2026.
  • Chapin Davis sold 336 Pfizer shares in Q3 2026, an estimated $8.94K.
  • Pfizer made up 0.26% of Chapin Davis's portfolio in Q3 2026, its #71 holding.
  • Chapin Davis first reported a position in Pfizer in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Pfizer position peaked at $1.85M in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.