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Evelyn Partners Investment Management Services’s Pfizer PFE Stock Holding History

Evelyn Partners Investment Management Services’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 		$193K Buy
6,882
+800
+13% +$21.3K 0.02% 133
2025
Q4 		$151K Sell
6,082
-3,878
-39% -$97.8K 0.02% 134
2025
Q3 		$254K Sell
9,960
-7,682
-44% -$190K 0.03% 121
2025
Q2 		$428K Hold
17,642
– – 0.06% 102
2025
Q1 		$447K Buy
17,642
+2,696
+18% +$70.5K 0.07% 96
2024
Q4 		$397K Buy
+14,946
New +$405K 0.07% 96

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

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

Evelyn Partners Investment Management Services increased its Pfizer (PFE) stake by 13% in Q1 2026, buying an estimated $21.3K and bringing the position to 6,882 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #133.

Evelyn Partners Investment Management Services first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $447K in Q1 2025. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Evelyn Partners Investment Management Services held 6,882 shares of Pfizer worth $193K as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 800 Pfizer shares in Q1 2026, an estimated $21.3K.
  • Pfizer made up 0.02% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #133 holding.
  • Evelyn Partners Investment Management Services first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Pfizer position peaked at $447K in Q1 2025.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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