FP
PFE icon

Financial Perspectives’s Pfizer PFE Stock Holding History

Financial Perspectives’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 		$522K Buy
18,594
+226
+1% +$6.02K 0.15% 90
2025
Q4 		$457K Buy
18,368
+26
+0.1% +$656 0.12% 102
2025
Q3 		$467K Buy
18,342
+28
+0.2% +$691 0.13% 98
2025
Q2 		$444K Buy
18,314
+26
+0.1% +$606 0.13% 95
2025
Q1 		$463K Sell
18,288
-182
-1% -$4.76K 0.16% 86
2024
Q4 		$490K Sell
18,470
-604
-3% -$16.4K 0.16% 82
2024
Q3 		$552K Sell
19,074
-207
-1% -$6.04K 0.19% 71
2024
Q2 		$539K Buy
19,281
+24
+0.1% +$661 0.2% 68
2024
Q1 		$534K Sell
19,257
-333
-2% -$9.24K 0.2% 70
2023
Q4 		$564K Buy
19,590
+22
+0.1% +$665 0.23% 61
2023
Q3 		$649K Buy
19,568
+99
+0.5% +$3.5K 0.3% 55
2023
Q2 		$714K Buy
19,469
+17
+0.1% +$662 0.31% 51
2023
Q1 		$794K Buy
19,452
+216
+1% +$9.33K 0.38% 47
2022
Q4 		$986K Buy
19,236
+12
+0.1% +$575 0.51% 36
2022
Q3 		$841K Buy
19,224
+14
+0.1% +$680 0.47% 37
2022
Q2 		$1.01M Buy
19,210
+11
+0.1% +$561 0.57% 28
2022
Q1 		$994K Buy
19,199
+13
+0.1% +$675 0.46% 37
2021
Q4 		$1.13M Sell
19,186
-921
-5% -$45.6K 0.54% 34
2021
Q3 		$865K Sell
20,107
-1,168
-5% -$51.7K 0.44% 41
2021
Q2 		$833K Sell
21,275
-749,025
-97% -$29.1M 0.41% 41
2021
Q1 		$21.3M Buy
770,300
+727,872
+1,716% +$25.8M 1.06% 17
2020
Q4 		$1.56M Sell
42,428
-1,513
-3% -$55.5K 0.89% 22
2020
Q3 		$1.53M Buy
43,941
+120
+0.3% +$4.21K 1.01% 19
2020
Q2 		$1.36M Buy
43,821
+172
+0.4% +$5.84K 0.97% 19
2020
Q1 		$1.35M Buy
43,649
+280
+0.6% +$9.54K 1.09% 14
2019
Q4 		$1.61M Buy
+43,369
New +$1.54M 1.1% 11

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

Financial Perspectives's PFE Position: Q1 2026 in Review

Financial Perspectives increased its Pfizer (PFE) stake by 1.2% in Q1 2026, buying an estimated $6.02K and bringing the position to 18,594 shares worth $522K. The position accounts for 0.15% of the portfolio, ranked #90.

Financial Perspectives first reported a position in PFE in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.3M in Q1 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Financial Perspectives held 18,594 shares of Pfizer worth $522K as of Q1 2026.
  • Financial Perspectives bought 226 Pfizer shares in Q1 2026, an estimated $6.02K.
  • Pfizer made up 0.15% of Financial Perspectives's portfolio in Q1 2026, its #90 holding.
  • Financial Perspectives first reported a position in Pfizer in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Pfizer position peaked at $21.3M in Q1 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.