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Delta Investment Management’s Pfizer PFE Stock Holding History

Delta Investment Management’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 		$225K Sell
8,019
-82
-1% -$2.18K 0.04% 242
2025
Q4 		$202K Sell
8,101
-1,401
-15% -$35.3K 0.04% 271
2025
Q3 		$242K Sell
9,502
-273
-3% -$6.74K 0.04% 245
2025
Q2 		$237K Buy
9,775
+618
+7% +$14.4K 0.05% 215
2025
Q1 		$232K Sell
9,157
-277
-3% -$7.25K 0.05% 217
2024
Q4 		$250K Sell
9,434
-57
-0.6% -$1.55K 0.05% 217
2024
Q3 		$275K Sell
9,491
-152
-2% -$4.43K 0.06% 197
2024
Q2 		$270K Buy
9,643
+266
+3% +$7.32K 0.06% 175
2024
Q1 		$260K Sell
9,377
-2,384
-20% -$66.2K 0.06% 182
2023
Q4 		$339K Sell
11,761
-925
-7% -$28K 0.08% 140
2023
Q3 		$421K Buy
12,686
+903
+8% +$31.9K 0.12% 106
2023
Q2 		$432K Sell
11,783
-536
-4% -$20.9K 0.12% 106
2023
Q1 		$503K Sell
12,319
-841
-6% -$36.3K 0.14% 90
2022
Q4 		$674K Buy
13,160
+1,536
+13% +$73.6K 0.22% 73
2022
Q3 		$509K Buy
11,624
+5,614
+93% +$273K 0.22% 80
2022
Q2 		$315K Buy
6,010
+251
+4% +$12.8K 0.14% 97
2022
Q1 		$298K Buy
5,759
+562
+11% +$29.2K 0.09% 112
2021
Q4 		$307K Sell
5,197
-998
-16% -$49.4K 0.09% 141
2021
Q3 		$266K Sell
6,195
-356
-5% -$15.8K 0.08% 145
2021
Q2 		$257K Buy
6,551
+2
+0% +$78 0.08% 151
2021
Q1 		$237K Sell
6,549
-357
-5% -$12.7K 0.08% 144
2020
Q4 		$254K Sell
6,906
-615
-8% -$22.6K 0.08% 157
2020
Q3 		$261K Buy
7,521
+720
+11% +$25.2K 0.14% 97
2020
Q2 		$211K Buy
6,801
+45
+0.7% +$1.53K 0.09% 130
2020
Q1 		$209K Sell
6,756
-1,223
-15% -$41.7K 0.16% 81
2019
Q4 		$296K Buy
7,979
+1,402
+21% +$49.9K 0.11% 103
2019
Q3 		$224K Buy
6,577
+114
+2% +$4.14K 0.12% 98
2019
Q2 		$265K Buy
+6,463
New +$257K 0.15% 68

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

Delta Investment Management's PFE Position: Q1 2026 in Review

Delta Investment Management reduced its Pfizer (PFE) stake by 1% in Q1 2026, selling an estimated $2.18K and leaving 8,019 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #242.

Delta Investment Management first reported a position in PFE in Q2 2019 and has held it in 28 quarters since. The position peaked at $674K in Q4 2022. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Delta Investment Management held 8,019 shares of Pfizer worth $225K as of Q1 2026.
  • Delta Investment Management sold 82 Pfizer shares in Q1 2026, an estimated $2.18K.
  • Pfizer made up 0.04% of Delta Investment Management's portfolio in Q1 2026, its #242 holding.
  • Delta Investment Management first reported a position in Pfizer in Q2 2019 and has held it in 28 quarters since.
  • Delta Investment Management's Pfizer position peaked at $674K in Q4 2022.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.