Guerra Pan Advisors’s Pfizer PFE Stock Holding History

Guerra Pan 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	$247K	Hold	8,783	–	–	0.15%	102
2025 Q4	$219K	Hold	8,783	–	–	0.13%	105
2025 Q3	$224K	Hold	8,783	–	–	0.14%	106
2025 Q2	$213K	Hold	8,783	–	–	0.14%	108
2025 Q1	$223K	Hold	8,783	–	–	0.17%	98
2024 Q4	$233K	Hold	8,783	–	–	0.17%	99
2024 Q3	$254K	Hold	8,783	–	–	0.2%	91
2024 Q2	$246K	Hold	8,783	–	–	0.21%	91
2024 Q1	$244K	Sell	8,783 -728	-8%	-$20.2K	0.23%	89
2023 Q4	$274K	Sell	9,511 -640	-6%	-$19.3K	0.26%	87
2023 Q3	$337K	Sell	10,151 -1,680	-14%	-$59.4K	0.39%	62
2023 Q2	$434K	Sell	11,831 -300	-2%	-$11.7K	0.48%	57
2023 Q1	$495K	Buy	12,131 +140	+1%	+$6.05K	0.62%	53
2022 Q4	$614K	Hold	11,991	–	–	0.84%	42
2022 Q3	$507K	Buy	11,991 +162	+1%	+$7.87K	0.74%	49
2022 Q2	$597K	Hold	11,829	–	–	0.74%	47
2022 Q1	$588K	Buy	11,829 +500	+4%	+$25.9K	0.71%	48
2021 Q4	$669K	Buy	+11,329	New	+$561K	0.66%	47

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

Guerra Pan Advisors's PFE Position: Q1 2026 in Review

Guerra Pan Advisors held its Pfizer (PFE) position steady in Q1 2026 at 8,783 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #102.

Guerra Pan Advisors first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $669K in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Guerra Pan Advisors held 8,783 shares of Pfizer worth $247K as of Q1 2026.
Guerra Pan Advisors left its Pfizer share count unchanged in Q1 2026.
Pfizer made up 0.15% of Guerra Pan Advisors's portfolio in Q1 2026, its #102 holding.
Guerra Pan Advisors first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Pfizer position peaked at $669K in Q4 2021.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.