FDx Advisors’s Pfizer PFE Stock Holding History

FDx 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	$350K	Sell	12,465 -172	-1%	-$4.58K	0.11%	119
2025 Q4	$315K	Sell	12,637 -208	-2%	-$5.25K	0.16%	64
2025 Q3	$317K	Buy	12,845 +2,138	+20%	+$52.8K	0.1%	122
2025 Q2	$260K	Buy	10,707 +1,419	+15%	+$33.1K	0.08%	147
2025 Q1	$235K	Buy	9,288 +783	+9%	+$20.5K	0.08%	155
2024 Q4	$226K	Sell	8,505 -529	-6%	-$14.3K	0.07%	166
2024 Q3	$261K	Buy	9,034 +107	+1%	+$3.12K	0.07%	168
2024 Q2	$250K	Sell	8,927 -3,305	-27%	-$91K	0.07%	171
2024 Q1	$339K	Sell	12,232 -40,247	-77%	-$1.12M	0.05%	264
2023 Q4	$1.51M	Buy	52,479 +10,420	+25%	+$315K	0.12%	177
2023 Q3	$1.4M	Sell	42,059 -16,172	-28%	-$572K	0.12%	174
2023 Q2	$2.14M	Sell	58,231 -73,645	-56%	-$2.87M	0.12%	183
2023 Q1	$6.76M	Hold	131,876	–	–	0.29%	82
2022 Q4	$6.76M	Buy	131,876 +19,337	+17%	+$927K	0.29%	82
2022 Q3	$4.92M	Sell	112,539 -8,702	-7%	-$423K	0.22%	104
2022 Q2	$6.36M	Sell	121,241 -6,609	-5%	-$337K	0.24%	90
2022 Q1	$6.62M	Buy	127,850 +18,985	+17%	+$985K	0.22%	96
2021 Q4	$6.43M	Sell	108,865 -4,114	-4%	-$204K	0.18%	109
2021 Q3	$4.86M	Sell	112,979 -9,234	-8%	-$409K	0.15%	114
2021 Q2	$4.79M	Buy	122,213 +4,072	+3%	+$158K	0.16%	117
2021 Q1	$4.28M	Buy	118,141 +22,729	+24%	+$807K	0.16%	116
2020 Q4	$3.51M	Sell	95,412 -8,469	-8%	-$311K	0.14%	123
2020 Q3	$3.62M	Sell	103,881 -25,499	-20%	-$894K	0.17%	113
2020 Q2	$4.01M	Sell	129,380 -31,768	-20%	-$1.08M	0.21%	99
2020 Q1	$4.99M	Sell	161,148 -7,781	-5%	-$265K	0.32%	76
2019 Q4	$6.28M	Buy	168,929 +32,211	+24%	+$1.15M	0.35%	71
2019 Q3	$4.66M	Sell	136,718 -44,407	-25%	-$1.61M	0.32%	73
2019 Q2	$7.44M	Sell	181,125 -1,276	-0.7%	-$50.7K	0.29%	76
2019 Q1	$7.35M	Buy	182,401 +56,817	+45%	+$2.28M	0.3%	69
2018 Q4	$5.2M	Sell	125,584 -127,825	-50%	-$5.31M	0.43%	41
2018 Q3	$10.6M	Sell	253,409 -3,012	-1%	-$116K	0.39%	49
2018 Q2	$8.83M	Sell	256,421 -146,000	-36%	-$4.99M	0.32%	63
2018 Q1	$13.6M	Sell	402,421 -34,884	-8%	-$1.2M	0.4%	45
2017 Q4	$15M	Buy	437,305 +13,247	+3%	+$452K	0.41%	40
2017 Q3	$14.4M	Buy	424,058 +31,471	+8%	+$1.01M	0.39%	44
2017 Q2	$12.5M	Sell	392,587 -5,599	-1%	-$177K	0.37%	48
2017 Q1	$12.9M	Sell	398,186 -38,499	-9%	-$1.21M	0.4%	47
2016 Q4	$13.5M	Buy	436,685 +216,697	+99%	+$6.62M	0.39%	51
2016 Q3	$7.07M	Buy	219,988 +60,010	+38%	+$2.01M	0.29%	60
2016 Q2	$5.34M	Sell	159,978 -30,248	-16%	-$965K	0.24%	80
2016 Q1	$5.35M	Sell	190,226 -30,533	-14%	-$872K	0.24%	77
2015 Q4	$6.76M	Buy	220,759 +19,371	+10%	+$609K	0.31%	68
2015 Q3	$6M	Buy	201,388 +8,552	+4%	+$274K	0.52%	35
2015 Q2	$6.06M	Sell	192,836 -13,432	-7%	-$438K	0.3%	62
2015 Q1	$6.81M	Sell	206,268 -12,363	-6%	-$393K	0.15%	125
2014 Q4	$6.46M	Buy	218,631 +27,519	+14%	+$789K	0.39%	41
2014 Q3	$5.36M	Sell	191,112 -2,486	-1%	-$69.8K	0.35%	44
2014 Q2	$5.45M	Buy	193,598 +18,696	+11%	+$533K	0.36%	43
2014 Q1	$5.33M	Buy	174,902 +35,910	+26%	+$1.07M	0.44%	30
2013 Q4	$4.04M	Buy	138,992 +4,072	+3%	+$119K	0.4%	37
2013 Q3	$3.68M	Buy	134,920 +5,329	+4%	+$145K	0.43%	34
2013 Q2	$3.44M	Buy	+129,591	New	+$3.58M	0.45%	35

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FDx Advisors's PFE Position: Q1 2026 in Review

FDx Advisors reduced its Pfizer (PFE) stake by 1.4% in Q1 2026, selling an estimated $4.58K and leaving 12,465 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #119.

FDx Advisors first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $15M in Q4 2017. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

FDx Advisors held 12,465 shares of Pfizer worth $350K as of Q1 2026.
FDx Advisors sold 172 Pfizer shares in Q1 2026, an estimated $4.58K.
Pfizer made up 0.11% of FDx Advisors's portfolio in Q1 2026, its #119 holding.
FDx Advisors first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
FDx Advisors's Pfizer position peaked at $15M in Q4 2017.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.