Charter Research & Investment Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $298K | Buy |
10,603
+1,225
| +13% | +$32.6K | 0.2% | 70 |
|
|
2025
Q4 | $234K | Sell |
9,378
-2,450
| -21% | -$61.8K | 0.16% | 75 |
|
|
2025
Q3 | $301K | Hold |
11,828
| – | – | 0.21% | 69 |
|
|
2025
Q2 | $287K | Sell |
11,828
-113
| -0.9% | -$2.63K | 0.21% | 70 |
|
|
2025
Q1 | $303K | Buy |
11,941
+113
| +1% | +$2.96K | 0.23% | 67 |
|
|
2024
Q4 | $314K | Sell |
11,828
-2,258
| -16% | -$61.2K | 0.24% | 66 |
|
|
2024
Q3 | $408K | Sell |
14,086
-1,575
| -10% | -$45.9K | 0.3% | 65 |
|
|
2024
Q2 | $438K | Hold |
15,661
| – | – | 0.35% | 63 |
|
|
2024
Q1 | $435K | Sell |
15,661
-1,831
| -10% | -$50.8K | 0.34% | 63 |
|
|
2023
Q4 | $504K | Hold |
17,492
| – | – | 0.42% | 58 |
|
|
2023
Q3 | $580K | Hold |
17,492
| – | – | 0.52% | 46 |
|
|
2023
Q2 | $642K | Hold |
17,492
| – | – | 0.53% | 48 |
|
|
2023
Q1 | $714K | Hold |
17,492
| – | – | 0.63% | 42 |
|
|
2022
Q4 | $896K | Hold |
17,492
| – | – | 0.86% | 33 |
|
|
2022
Q3 | $765K | Sell |
17,492
-950
| -5% | -$46.2K | 0.77% | 34 |
|
|
2022
Q2 | $967K | Sell |
18,442
-5
| -0% | -$255 | 0.88% | 33 |
|
|
2022
Q1 | $955K | Sell |
18,447
-312
| -2% | -$16.2K | 0.77% | 36 |
|
|
2021
Q4 | $1.11M | Buy |
18,759
+10
| +0.1% | +$495 | 0.87% | 32 |
|
|
2021
Q3 | $806K | Buy |
18,749
+450
| +2% | +$19.9K | 0.67% | 35 |
|
|
2021
Q2 | $717K | Hold |
18,299
| – | – | 0.59% | 38 |
|
|
2021
Q1 | $663K | Hold |
18,299
| – | – | 0.58% | 42 |
|
|
2020
Q4 | $674K | Sell |
18,299
-988
| -5% | -$36.2K | 0.65% | 38 |
|
|
2020
Q3 | $672K | Hold |
19,287
| – | – | 0.74% | 35 |
|
|
2020
Q2 | $598K | Hold |
19,287
| – | – | 0.69% | 35 |
|
|
2020
Q1 | $597K | Hold |
19,287
| – | – | 0.79% | 34 |
|
|
2019
Q4 | $717K | Buy |
19,287
+332
| +2% | +$11.8K | 0.73% | 40 |
|
|
2019
Q3 | $646K | Buy |
18,955
+595
| +3% | +$21.6K | 0.7% | 44 |
|
|
2019
Q2 | $755K | Sell |
18,360
-184
| -1% | -$7.31K | 0.84% | 39 |
|
|
2019
Q1 | $747K | Sell |
18,544
-675
| -4% | -$27K | 0.83% | 38 |
|
|
2018
Q4 | $796K | Hold |
19,219
| – | – | 1.01% | 36 |
|
|
2018
Q3 | $804K | Hold |
19,219
| – | – | 0.88% | 39 |
|
|
2018
Q2 | $662K | Sell |
19,219
-748
| -4% | -$25.6K | 0.76% | 38 |
|
|
2018
Q1 | $672K | Hold |
19,967
| – | – | 0.8% | 37 |
|
|
2017
Q4 | $686K | Buy |
+19,967
| New | +$681K | 0.77% | 38 |
|
|
2016
Q3 | $687K | Sell |
21,390
-2,804
| -12% | -$93.8K | 0.81% | 38 |
|
|
2016
Q2 | $808K | Hold |
24,194
| – | – | 0.92% | 36 |
|
|
2016
Q1 | $680K | Hold |
24,194
| – | – | 0.78% | 38 |
|
|
2015
Q4 | $741K | Hold |
24,194
| – | – | 0.86% | 35 |
|
|
2015
Q3 | $721K | Hold |
24,194
| – | – | 0.95% | 34 |
|
|
2015
Q2 | $770K | Hold |
24,194
| – | – | 0.86% | 36 |
|
|
2015
Q1 | $799K | Hold |
24,194
| – | – | 0.88% | 35 |
|
|
2014
Q4 | $715K | Buy |
+24,194
| New | +$694K | 0.78% | 38 |
|
Other funds holding PFE
VCM
VPM
Charter Research & Investment Group's PFE Position: Q1 2026 in Review
Charter Research & Investment Group increased its Pfizer (PFE) stake by 13% in Q1 2026, buying an estimated $32.6K and bringing the position to 10,603 shares worth $298K. The position accounts for 0.2% of the portfolio, ranked #70.
Charter Research & Investment Group first reported a position in PFE in Q4 2014 and has held it in 42 quarters since. The position peaked at $1.11M in Q4 2021. 2,940 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Charter Research & Investment Group held 10,603 shares of Pfizer worth $298K as of Q1 2026.
- Charter Research & Investment Group bought 1,225 Pfizer shares in Q1 2026, an estimated $32.6K.
- Pfizer made up 0.2% of Charter Research & Investment Group's portfolio in Q1 2026, its #70 holding.
- Charter Research & Investment Group first reported a position in Pfizer in Q4 2014 and has held it in 42 quarters since.
- Charter Research & Investment Group's Pfizer position peaked at $1.11M in Q4 2021.
- 2,940 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.