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Cohen Investment Advisors’s Pfizer PFE Stock Holding History

Cohen Investment 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 		$3.43M Buy
121,990
+3,030
+3% +$80.7K 1.63% 30
2025
Q4 		$2.96M Buy
118,960
+5,185
+5% +$131K 1.36% 37
2025
Q3 		$2.9M Buy
113,775
+10,285
+10% +$254K 1.41% 36
2025
Q2 		$2.51M Buy
103,490
+14,984
+17% +$349K 1.31% 39
2025
Q1 		$2.24M Buy
88,506
+10,097
+13% +$264K 1.3% 37
2024
Q4 		$2.08M Buy
78,409
+3,343
+4% +$90.7K 1.25% 38
2024
Q3 		$2.17M Buy
75,066
+12,342
+20% +$360K 1.33% 37
2024
Q2 		$2.08M Sell
62,724
-7,198
-10% -$198K 1.67% 26
2024
Q1 		$1.94M Buy
69,922
+8,467
+14% +$235K 1.26% 40
2023
Q4 		$1.77M Sell
61,455
-1,269
-2% -$38.4K 1.3% 38
2023
Q3 		$2.08M Buy
62,724
+6,244
+11% +$221K 1.67% 26
2023
Q2 		$2.07M Sell
56,480
-3,596
-6% -$140K 1.67% 27
2023
Q1 		$2.45M Buy
60,076
+495
+0.8% +$21.4K 1.94% 20
2022
Q4 		$3.05M Buy
59,581
+554
+0.9% +$26.6K 2.54% 8
2022
Q3 		$2.58M Sell
59,027
-567
-1% -$27.6K 2.37% 10
2022
Q2 		$3.13M Buy
59,594
+62
+0.1% +$3.16K 2.68% 6
2022
Q1 		$3.08M Sell
59,532
-282
-0.5% -$14.6K 2.29% 10
2021
Q4 		$3.53M Sell
59,814
-751
-1% -$37.2K 2.52% 7
2021
Q3 		$2.6M Buy
60,565
+144
+0.2% +$6.38K 2% 19
2021
Q2 		$2.37M Sell
60,421
-917
-1% -$35.7K 1.84% 22
2021
Q1 		$2.24M Buy
61,338
+4,119
+7% +$146K 1.82% 27
2020
Q4 		$2.11M Buy
+57,219
New +$2.1M 1.9% 23

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Cohen Investment Advisors's PFE Position: Q1 2026 in Review

Cohen Investment Advisors increased its Pfizer (PFE) stake by 2.5% in Q1 2026, buying an estimated $80.7K and bringing the position to 121,990 shares worth $3.43M. The position accounts for 1.63% of the portfolio, ranked #30.

Cohen Investment Advisors first reported a position in PFE in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.53M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Cohen Investment Advisors held 121,990 shares of Pfizer worth $3.43M as of Q1 2026.
  • Cohen Investment Advisors bought 3,030 Pfizer shares in Q1 2026, an estimated $80.7K.
  • Pfizer made up 1.63% of Cohen Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Cohen Investment Advisors first reported a position in Pfizer in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Pfizer position peaked at $3.53M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.