FA
PFE icon

Fiduciary Alliance’s Pfizer PFE Stock Holding History

Fiduciary Alliance’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 		$9.96M Buy
366,282
+197,867
+117% +$5.27M 0.6% 44
2025
Q4 		$4.19M Buy
168,415
+23,152
+16% +$584K 0.27% 86
2025
Q3 		$3.7M Buy
145,263
+46,043
+46% +$1.14M 0.25% 94
2025
Q2 		$2.41M Buy
99,220
+89,635
+935% +$2.09M 0.18% 125
2025
Q1 		$243K Sell
9,585
-218
-2% -$5.7K 0.02% 346
2024
Q4 		$260K Buy
9,803
+1,319
+16% +$35.8K 0.03% 308
2024
Q3 		$246K Buy
8,484
+1,140
+16% +$33.3K 0.03% 223
2024
Q2 		$204K Buy
+7,344
New +$202K 0.03% 202
2023
Q4 		– Sell
-6,261
Closed -$208K – 190
2023
Q3 		$208K Buy
6,261
+2,772
+79% +$98K 0.05% 155
2023
Q2 		$128K Buy
+3,489
New +$136K 0.03% 185
2023
Q1 		– Sell
-2,034
Closed -$104K – 644
2022
Q4 		$104K Buy
+2,034
New +$97.5K 0.03% 160

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

Fiduciary Alliance's PFE Position: Q1 2026 in Review

Fiduciary Alliance increased its Pfizer (PFE) stake by 117% in Q1 2026, buying an estimated $5.27M and bringing the position to 366,282 shares worth $9.96M. The position accounts for 0.6% of the portfolio, ranked #44.

Fiduciary Alliance first reported a position in PFE in Q4 2022 and has held it in 11 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Fiduciary Alliance held 366,282 shares of Pfizer worth $9.96M as of Q1 2026.
  • Fiduciary Alliance bought 197,867 Pfizer shares in Q1 2026, an estimated $5.27M.
  • Pfizer made up 0.6% of Fiduciary Alliance's portfolio in Q1 2026, its #44 holding.
  • Fiduciary Alliance first reported a position in Pfizer in Q4 2022 and has held it in 11 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.