Concord Asset Management (Virginia)’s Pfizer PFE Stock Holding History

Concord Asset Management (Virginia)’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	$1.22M	Buy	43,571 +1,802	+4%	+$48K	0.21%	89
2025 Q4	$1.04M	Sell	41,769 -141	-0.3%	-$3.56K	0.18%	99
2025 Q3	$1.07M	Sell	41,910 -2,611	-6%	-$64.4K	0.19%	97
2025 Q2	$1.08M	Sell	44,521 -3,711	-8%	-$86.5K	0.16%	126
2025 Q1	$1.08M	Buy	48,232 +35,021	+265%	+$916K	0.24%	88
2024 Q4	$350K	Buy	+13,211	New	+$358K	0.08%	114
2023 Q1	–	Sell	-5,101	Closed	-$261K	–	113
2022 Q4	$261K	Buy	+5,101	New	+$245K	0.18%	44

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

Concord Asset Management (Virginia)'s PFE Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Pfizer (PFE) stake by 4.3% in Q1 2026, buying an estimated $48K and bringing the position to 43,571 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #89.

Concord Asset Management (Virginia) first reported a position in PFE in Q4 2022 and has held it in 7 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Concord Asset Management (Virginia) held 43,571 shares of Pfizer worth $1.22M as of Q1 2026.
Concord Asset Management (Virginia) bought 1,802 Pfizer shares in Q1 2026, an estimated $48K.
Pfizer made up 0.21% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #89 holding.
Concord Asset Management (Virginia) first reported a position in Pfizer in Q4 2022 and has held it in 7 quarters since.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.