Cumberland Advisors’s Pfizer PFE Stock Holding History

Cumberland 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	$1.5M	Buy	53,300 +4,500	+9%	+$120K	0.59%	30
2025 Q4	$1.22M	Sell	48,800 -16,000	-25%	-$403K	0.46%	32
2025 Q3	$1.65M	Sell	64,800 -4,000	-6%	-$98.7K	0.63%	31
2025 Q2	$1.67M	Sell	68,800 -23	-0%	-$536	0.7%	30
2025 Q1	$1.74M	Buy	+68,823	New	+$1.8M	0.79%	28
2022 Q1	–	Sell	-6,796	Closed	-$401K	–	64
2021 Q4	$401K	Sell	6,796 -1,000	-13%	-$49.5K	0.08%	52
2021 Q3	$335K	Buy	7,796 +527	+7%	+$23.3K	0.08%	54
2021 Q2	$285K	Sell	7,269 -650	-8%	-$25.3K	0.07%	56
2021 Q1	$287K	Sell	7,919 -12,500	-61%	-$444K	0.07%	58
2020 Q4	$752K	Buy	+20,419	New	+$749K	0.28%	43
2020 Q2	$716K	Sell	23,083 -1,054	-4%	-$35.8K	0.27%	46
2020 Q1	$747K	Buy	24,137 +18,182	+305%	+$620K	0.3%	44
2019 Q4	$221K	Buy	+5,955	New	+$212K	0.08%	67
2019 Q3	–	Sell	-5,534	Closed	-$227K	–	78
2019 Q2	$227K	Hold	5,534	–	–	0.08%	71
2019 Q1	$223K	Hold	5,534	–	–	0.08%	68
2018 Q4	$229K	Buy	+5,534	New	+$230K	0.08%	65

Other funds holding PFE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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

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