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Evelyn Partners Asset Management’s Pfizer PFE Stock Holding History

Evelyn Partners Asset 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 		$37.9K Hold
1,350
– – 0.01% 188
2025
Q4 		$33.6K Hold
1,350
– – 0.01% 176
2025
Q3 		$34.4K Hold
1,350
– – 0.01% 171
2025
Q2 		$32.7K Hold
1,350
– – 0.01% 154
2025
Q1 		$34.2K Hold
1,350
– – 0.01% 151
2024
Q4 		$35.8K Buy
+1,350
New +$36.6K 0.01% 150

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Evelyn Partners Asset Management's PFE Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Pfizer (PFE) position steady in Q1 2026 at 1,350 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #188.

Evelyn Partners Asset Management first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,955 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Evelyn Partners Asset Management held 1,350 shares of Pfizer worth $37.9K as of Q1 2026.
  • Evelyn Partners Asset Management left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #188 holding.
  • Evelyn Partners Asset Management first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,955 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.