FG
PFE icon

Fiduciary Group’s Pfizer PFE Stock Holding History

Fiduciary Group’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 		$2.91M Sell
103,574
-16,936
-14% -$451K 0.25% 86
2025
Q4 		$3M Sell
120,510
-12,316
-9% -$311K 0.25% 81
2025
Q3 		$3.38M Sell
132,826
-3,547
-3% -$87.5K 0.3% 80
2025
Q2 		$3.31M Buy
136,373
+11,658
+9% +$272K 0.31% 81
2025
Q1 		$3.16M Buy
124,715
+7,046
+6% +$184K 0.32% 78
2024
Q4 		$3.12M Buy
117,669
+31,479
+37% +$854K 0.31% 79
2024
Q3 		$2.49M Sell
86,190
-7,426
-8% -$217K 0.25% 91
2024
Q2 		$2.62M Sell
93,616
-7,466
-7% -$206K 0.28% 80
2024
Q1 		$2.81M Sell
101,082
-4,840
-5% -$134K 0.31% 79
2023
Q4 		$3.05M Sell
105,922
-110,301
-51% -$3.33M 0.36% 70
2023
Q3 		$7.17M Sell
216,223
-17,634
-8% -$624K 0.92% 33
2023
Q2 		$8.58M Sell
233,857
-7,648
-3% -$298K 1.05% 27
2023
Q1 		$9.85M Sell
241,505
-7,603
-3% -$328K 1.28% 20
2022
Q4 		$12.8M Sell
249,108
-6,969
-3% -$334K 1.7% 13
2022
Q3 		$12.1M Sell
256,077
-726
-0.3% -$35.3K 1.57% 16
2022
Q2 		$12.4M Sell
256,803
-3,378
-1% -$172K 1.55% 18
2022
Q1 		$12.9M Buy
260,181
+6,814
+3% +$354K 1.7% 15
2021
Q4 		$15M Sell
253,367
-1,107
-0.4% -$54.8K 1.66% 16
2021
Q3 		$11.1M Buy
254,474
+1,459
+0.6% +$64.6K 1.26% 22
2021
Q2 		$11.4M Buy
253,015
+1,383
+0.5% +$53.8K 1.32% 22
2021
Q1 		$9.73M Buy
251,632
+2,938
+1% +$104K 1.18% 24
2020
Q4 		$8.56M Sell
248,694
-8,301
-3% -$304K 1.13% 26
2020
Q3 		$8.95M Sell
256,995
-1,020
-0.4% -$35.8K 1.35% 22
2020
Q2 		$8.01M Buy
258,015
+5,072
+2% +$172K 1.34% 22
2020
Q1 		$7.83M Buy
252,943
+14,386
+6% +$490K 1.54% 20
2019
Q4 		$8.87M Buy
238,557
+20,239
+9% +$721K 1.41% 20
2019
Q3 		$7.44M Buy
218,318
+10,986
+5% +$399K 1.3% 22
2019
Q2 		$8.52M Buy
207,332
+6,009
+3% +$239K 1.53% 19
2019
Q1 		$8.11M Buy
201,323
+2,197
+1% +$88K 1.51% 20
2018
Q4 		$8.25M Buy
199,126
+6,623
+3% +$275K 1.7% 16
2018
Q3 		$8.05M Buy
192,503
+1,543
+0.8% +$59.4K 1.58% 18
2018
Q2 		$6.57M Buy
190,960
+340
+0.2% +$11.6K 1.39% 21
2018
Q1 		$6.42M Buy
190,620
+9,201
+5% +$316K 1.39% 22
2017
Q4 		$6.23M Sell
181,419
-2,563
-1% -$87.4K 1.33% 24
2017
Q3 		$6.23M Buy
183,982
+6,306
+4% +$203K 1.4% 20
2017
Q2 		$5.66M Buy
177,676
+3,924
+2% +$124K 1.31% 25
2017
Q1 		$5.64M Buy
173,752
+22,998
+15% +$725K 1.34% 23
2016
Q4 		$4.65M Buy
150,754
+5,134
+4% +$157K 1.2% 27
2016
Q3 		$4.68M Buy
145,620
+613
+0.4% +$20.5K 1.27% 24
2016
Q2 		$4.84M Sell
145,007
-2,987
-2% -$95.3K 1.35% 22
2016
Q1 		$4.16M Sell
147,994
-3,554
-2% -$102K 1.21% 27
2015
Q4 		$4.64M Buy
151,548
+6,369
+4% +$200K 1.38% 23
2015
Q3 		$4.33M Buy
145,179
+9,200
+7% +$295K 1.44% 16
2015
Q2 		$4.33M Buy
+135,979
New +$4.43M 1.36% 20

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 Group's PFE Position: Q1 2026 in Review

Fiduciary Group reduced its Pfizer (PFE) stake by 14% in Q1 2026, selling an estimated $451K and leaving 103,574 shares worth $2.91M. The position accounts for 0.25% of the portfolio, ranked #86.

Fiduciary Group first reported a position in PFE in Q2 2015 and has held it in 44 quarters since. The position peaked at $15M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Fiduciary Group held 103,574 shares of Pfizer worth $2.91M as of Q1 2026.
  • Fiduciary Group sold 16,936 Pfizer shares in Q1 2026, an estimated $451K.
  • Pfizer made up 0.25% of Fiduciary Group's portfolio in Q1 2026, its #86 holding.
  • Fiduciary Group first reported a position in Pfizer in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's Pfizer position peaked at $15M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.