EPIM
PFE icon

Evelyn Partners Investment Management’s Pfizer PFE Stock Holding History

Evelyn Partners 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 		$1.56M Buy
55,712
+565
+1% +$15K 0.04% 115
2025
Q4 		$1.37M Sell
55,147
-963
-2% -$24.3K 0.04% 122
2025
Q3 		$1.43M Sell
56,110
-3,600
-6% -$88.9K 0.04% 120
2025
Q2 		$1.45M Sell
59,710
-1,906
-3% -$44.5K 0.04% 119
2025
Q1 		$1.56M Sell
61,616
-10,697
-15% -$280K 0.05% 113
2024
Q4 		$1.92M Buy
+72,313
New +$1.96M 0.06% 102

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's PFE Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Pfizer (PFE) stake by 1% in Q1 2026, buying an estimated $15K and bringing the position to 55,712 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #115.

Evelyn Partners Investment Management first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.92M in Q4 2024. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Evelyn Partners Investment Management held 55,712 shares of Pfizer worth $1.56M as of Q1 2026.
  • Evelyn Partners Investment Management bought 565 Pfizer shares in Q1 2026, an estimated $15K.
  • Pfizer made up 0.04% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #115 holding.
  • Evelyn Partners Investment Management first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Pfizer position peaked at $1.92M in Q4 2024.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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