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EP Wealth Advisors’s Pfizer PFE Stock Holding History

EP Wealth 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 		$6.66M Sell
237,118
-21,616
-8% -$575K 0.03% 263
2025
Q4 		$6.44M Buy
+258,734
New +$6.52M 0.03% 245
2025
Q2 		$6.7M Sell
276,553
-2,794
-1% -$65.2K 0.04% 230
2025
Q1 		$7.08M Sell
279,347
-29,454
-10% -$771K 0.06% 186
2024
Q4 		$8.19M Sell
308,801
-8,104
-3% -$220K 0.07% 162
2024
Q3 		$9.17M Sell
316,905
-18,336
-5% -$535K 0.08% 153
2024
Q2 		$9.38M Sell
335,241
-821
-0.2% -$22.6K 0.1% 123
2024
Q1 		$9.33M Buy
336,062
+2,864
+0.9% +$79.5K 0.11% 115
2023
Q4 		$9.59M Sell
333,198
-28,928
-8% -$874K 0.12% 108
2023
Q3 		$12M Buy
362,126
+358,876
+11,042% +$12.7M 0.19% 92
2023
Q2 		$13M Sell
3,250
-286,701
-99% -$11.2M 0.19% 87
2023
Q1 		$52.9M Buy
289,951
+129,337
+81% +$5.59M 0.91% 23
2022
Q4 		$8.23M Buy
160,614
+13,919
+9% +$667K 0.15% 97
2022
Q3 		$6.42M Buy
146,695
+38,973
+36% +$1.89M 0.15% 102
2022
Q2 		$5.65M Buy
107,722
+11,621
+12% +$592K 0.13% 99
2022
Q1 		$4.97M Sell
96,101
-3,940
-4% -$204K 0.11% 111
2021
Q4 		$5.91M Buy
100,041
+3,639
+4% +$180K 0.14% 92
2021
Q3 		$4.15M Sell
96,402
-2,817
-3% -$125K 0.11% 103
2021
Q2 		$3.88M Buy
99,219
+464
+0.5% +$18K 0.11% 122
2021
Q1 		$3.58M Buy
98,755
+2,502
+3% +$88.8K 0.11% 123
2020
Q4 		$3.54M Buy
96,253
+2,361
+3% +$86.6K 0.12% 96
2020
Q3 		$3.27M Buy
93,892
+3,812
+4% +$134K 0.14% 82
2020
Q2 		$2.79M Sell
90,080
-13,762
-13% -$468K 0.12% 97
2020
Q1 		$3.22M Sell
103,842
-12,235
-11% -$417K 0.16% 96
2019
Q4 		$4.32M Buy
116,077
+23,546
+25% +$839K 0.18% 89
2019
Q3 		$3.15M Sell
92,531
-390
-0.4% -$14.2K 0.16% 83
2019
Q2 		$3.82M Buy
92,921
+20,321
+28% +$807K 0.24% 56
2019
Q1 		$2.92M Buy
72,600
+5,041
+7% +$202K 0.28% 60
2018
Q4 		$2.8M Buy
67,559
+7,437
+12% +$309K 0.22% 65
2018
Q3 		$2.51M Buy
60,122
+33,702
+128% +$1.3M 0.2% 64
2018
Q2 		$909K Buy
26,420
+1,913
+8% +$65.4K 0.09% 92
2018
Q1 		$825K Buy
24,507
+8,313
+51% +$286K 0.08% 105
2017
Q4 		$556K Buy
16,194
+49
+0.3% +$1.67K 0.06% 105
2017
Q3 		$547K Buy
16,145
+253
+2% +$8.13K 0.06% 103
2017
Q2 		$506K Sell
15,892
-955
-6% -$30.1K 0.06% 106
2017
Q1 		$547K Sell
16,847
-4,527
-21% -$143K 0.08% 82
2016
Q4 		$618K Sell
21,374
-465
-2% -$14.2K 0.09% 76
2016
Q3 		$702K Buy
21,839
+4,950
+29% +$166K 0.11% 62
2016
Q2 		$564K Sell
16,889
-801
-5% -$25.6K 0.09% 75
2016
Q1 		$497K Sell
17,690
-2,480
-12% -$70.8K 0.08% 78
2015
Q4 		$618K Buy
20,170
+108
+0.5% +$3.4K 0.1% 82
2015
Q3 		$598K Buy
20,062
+410
+2% +$13.1K 0.11% 73
2015
Q2 		$625K Sell
19,652
-25
-0.1% -$815 0.12% 63
2015
Q1 		$649K Sell
19,677
-2,833
-13% -$90.1K 0.12% 61
2014
Q4 		$665K Sell
22,510
-1,650
-7% -$47.3K 0.11% 74
2014
Q3 		$678K Sell
24,160
-2,089
-8% -$58.6K 0.11% 58
2014
Q2 		$739K Sell
26,249
-4,200
-14% -$120K 0.17% 51
2014
Q1 		$928K Buy
30,449
+2,349
+8% +$70K 0.25% 43
2013
Q4 		$817K Buy
28,100
+3,934
+16% +$114K 0.21% 51
2013
Q3 		$659K Buy
24,166
+2,837
+13% +$77.2K 0.21% 51
2013
Q2 		$567K Buy
+21,329
New +$589K 0.2% 46

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

EP Wealth Advisors's PFE Position: Q1 2026 in Review

EP Wealth Advisors reduced its Pfizer (PFE) stake by 8.4% in Q1 2026, selling an estimated $575K and leaving 237,118 shares worth $6.66M. The position accounts for 0.03% of the portfolio, ranked #263.

EP Wealth Advisors first reported a position in PFE in Q2 2013 and has held it in 51 quarters since. The position peaked at $52.9M in Q1 2023. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • EP Wealth Advisors held 237,118 shares of Pfizer worth $6.66M as of Q1 2026.
  • EP Wealth Advisors sold 21,616 Pfizer shares in Q1 2026, an estimated $575K.
  • Pfizer made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #263 holding.
  • EP Wealth Advisors first reported a position in Pfizer in Q2 2013 and has held it in 51 quarters since.
  • EP Wealth Advisors's Pfizer position peaked at $52.9M in Q1 2023.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.