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Compass Financial Services’s Pfizer PFE Stock Holding History

Compass Financial 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 		– Sell
-70
Closed -$1.75K – 203
2025
Q4 		$1.75K Buy
70
+1
+1% +$25 ﹤0.01% 262
2025
Q3 		$1.76K Sell
69
-311
-82% -$7.68K ﹤0.01% 270
2025
Q2 		$9.21K Sell
380
-170
-31% -$3.96K ﹤0.01% 199
2025
Q1 		$13.9K Buy
550
+484
+733% +$12.7K 0.01% 156
2024
Q4 		$1.74K Buy
+66
New +$1.79K ﹤0.01% 184

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

Compass Financial Services's PFE Position: Q1 2026 in Review

Compass Financial Services sold out of Pfizer (PFE) in Q1 2026, closing a stake of 70 shares — an estimated $1.75K sold.

Compass Financial Services first reported a position in PFE in Q4 2024 and held it in 5 quarters. The position peaked at $13.9K in Q1 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Compass Financial Services reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 70 Pfizer shares in Q1 2026, an estimated $1.75K.
  • Compass Financial Services first reported a position in Pfizer in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Pfizer position peaked at $13.9K in Q1 2025.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.