Claris Advisors’s Pfizer PFE Stock Holding History

Claris Advisors’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	$530K	Hold	18,874	–	–	0.16%	42
2025 Q4	$470K	Sell	18,874 -5,923	-24%	-$149K	0.14%	46
2025 Q3	$601K	Hold	24,797	–	–	0.21%	37
2025 Q2	$601K	Sell	24,797 -871	-3%	-$20.3K	0.21%	37
2025 Q1	$650K	Buy	25,668 +14,647	+133%	+$383K	0.24%	37
2024 Q4	$292K	Buy	11,021 +2,521	+30%	+$68.4K	0.11%	58
2024 Q3	$246K	Buy	+8,500	New	+$248K	0.11%	54
2024 Q1	–	Sell	-7,089	Closed	-$204K	–	57
2023 Q4	$204K	Hold	7,089	–	–	0.11%	53
2023 Q3	$235K	Hold	7,089	–	–	0.15%	40
2023 Q2	$260K	Sell	7,089 -90	-1%	-$3.5K	0.18%	39
2023 Q1	$293K	Sell	7,179 -218	-3%	-$9.42K	0.22%	32
2022 Q4	$379K	Buy	7,397 +135	+2%	+$6.47K	0.36%	29
2022 Q3	$318K	Sell	7,262 -324	-4%	-$15.7K	0.37%	23
2022 Q2	$398K	Buy	7,586 +391	+5%	+$19.9K	0.43%	18
2022 Q1	$372K	Sell	7,195 -1,897	-21%	-$98.4K	0.4%	26
2021 Q4	$537K	Buy	+9,092	New	+$450K	0.57%	13

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

Claris Advisors's PFE Position: Q1 2026 in Review

Claris Advisors held its Pfizer (PFE) position steady in Q1 2026 at 18,874 shares worth $530K. The position accounts for 0.16% of the portfolio, ranked #42.

Claris Advisors first reported a position in PFE in Q4 2021 and has held it in 16 quarters since. The position peaked at $650K in Q1 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Claris Advisors held 18,874 shares of Pfizer worth $530K as of Q1 2026.
Claris Advisors left its Pfizer share count unchanged in Q1 2026.
Pfizer made up 0.16% of Claris Advisors's portfolio in Q1 2026, its #42 holding.
Claris Advisors first reported a position in Pfizer in Q4 2021 and has held it in 16 quarters since.
Claris Advisors's Pfizer position peaked at $650K in Q1 2025.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.