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Concurrent Investment Advisors’s Pfizer PFE Stock Holding History

Concurrent 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 		– Sell
-10,000
Closed -$249K – 2022
2025
Q4 		$249K Buy
+10,000
New +$252K ﹤0.01% 1513
2024
Q2 		– Sell
-5,000
Closed -$139K – 1062
2024
Q1 		$139K Buy
+5,000
New +$139K 0.01% 840

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

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

Concurrent Investment Advisors increased its Pfizer (PFE) stake by 9% in Q1 2026, buying an estimated $1.03M and bringing the position to 470,416 shares worth $13.2M. The position accounts for 0.14% of the portfolio, ranked #157.

Concurrent Investment Advisors first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Concurrent Investment Advisors held 470,416 shares of Pfizer worth $13.2M as of Q1 2026.
  • Concurrent Investment Advisors bought 38,696 Pfizer shares in Q1 2026, an estimated $1.03M.
  • Pfizer made up 0.14% of Concurrent Investment Advisors's portfolio in Q1 2026, its #157 holding.
  • Concurrent Investment Advisors first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.