IMA Advisory Services’s Pfizer PFE Stock Holding History

IMA Advisory Services’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	$15.4K	Sell	547 -341	-38%	-$9.08K	﹤0.01%	308
2025 Q4	$22.1K	Buy	888 +173	+24%	+$4.36K	﹤0.01%	304
2025 Q3	$18.2K	Buy	715 +5	+0.7%	+$123	﹤0.01%	297
2025 Q2	$17.2K	Buy	710 +28	+4%	+$653	﹤0.01%	291
2025 Q1	$17.3K	Buy	+682	New	+$17.8K	﹤0.01%	291
2024 Q4	–	Sell	-682	Closed	-$19.7K	–	254
2024 Q3	$19.7K	Buy	+682	New	+$19.9K	﹤0.01%	224
2023 Q4	–	Sell	-4,222	Closed	-$140K	–	212
2023 Q3	$140K	Hold	4,222	–	–	0.04%	142
2023 Q2	$155K	Buy	4,222 +26	+0.6%	+$1.01K	0.04%	138
2023 Q1	$171K	Sell	4,196 -55,257	-93%	-$2.39M	0.04%	135
2022 Q4	$3.05M	Sell	59,453 -3,826	-6%	-$183K	0.81%	30
2022 Q3	$2.77M	Sell	63,279 -790	-1%	-$38.4K	0.74%	41
2022 Q2	$3.36M	Sell	64,069 -877	-1%	-$44.7K	0.82%	29
2022 Q1	$3.36M	Sell	64,946 -2,189	-3%	-$114K	0.77%	34
2021 Q4	$3.96M	Sell	67,135 -2,228	-3%	-$110K	0.88%	29
2021 Q3	$2.98M	Sell	69,363 -385	-0.6%	-$17.1K	0.7%	46
2021 Q2	$2.73M	Sell	69,748 -4,018	-5%	-$156K	0.64%	55
2021 Q1	$2.67M	Sell	73,766 -103	-0.1%	-$3.66K	0.65%	60
2020 Q4	$2.72M	Sell	73,869 -6,086	-8%	-$223K	0.76%	45
2020 Q3	$2.78M	Buy	79,955 +6,641	+9%	+$233K	0.93%	31
2020 Q2	$2.27M	Buy	73,314 +72,595	+10,097%	+$2.47M	0.82%	39
2020 Q1	$22K	Hold	719	–	–	0.01%	174
2019 Q4	$27K	Hold	719	–	–	0.01%	171
2019 Q3	$25K	Sell	719 -132	-16%	-$4.8K	0.01%	177
2019 Q2	$35K	Buy	851 +503	+145%	+$20K	0.01%	161
2019 Q1	$14K	Sell	348 -310	-47%	-$12.4K	0.01%	197
2018 Q4	$27K	Sell	658 -13	-2%	-$540	0.01%	177
2018 Q3	$28K	Buy	671 +200	+42%	+$7.7K	0.01%	175
2018 Q2	$16K	Sell	471 -19,134	-98%	-$654K	0.01%	234
2018 Q1	$660K	Sell	19,605 -1,404	-7%	-$48.3K	0.29%	85
2017 Q4	$722K	Sell	21,009 -1,694	-7%	-$57.8K	0.32%	88
2017 Q3	$769K	Sell	22,703 -899	-4%	-$28.9K	0.36%	86
2017 Q2	$752K	Sell	23,602 -3,166	-12%	-$99.8K	0.36%	88
2017 Q1	$869K	Buy	26,768 +1,878	+8%	+$59.2K	0.44%	77
2016 Q4	$767K	Sell	24,890 -3,984	-14%	-$122K	0.47%	67
2016 Q3	$928K	Buy	+28,874	New	+$965K	0.53%	59
2014 Q4	–	Sell	-28,059	Closed	-$787K	–	153
2014 Q3	$787K	Hold	28,059	–	–	0.37%	77
2014 Q2	$790K	Sell	28,059 -779	-3%	-$22.2K	0.36%	80
2014 Q1	$879K	Sell	28,838 -738	-2%	-$22K	0.41%	74
2013 Q4	$860K	Buy	29,576 +738	+3%	+$21.5K	0.41%	75
2013 Q3	$786K	Hold	28,838	–	–	0.39%	82
2013 Q2	$766K	Buy	+28,838	New	+$797K	0.42%	86

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

IMA Advisory Services's PFE Position: Q1 2026 in Review

IMA Advisory Services reduced its Pfizer (PFE) stake by 38% in Q1 2026, selling an estimated $9.08K and leaving 547 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

IMA Advisory Services first reported a position in PFE in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.96M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

IMA Advisory Services held 547 shares of Pfizer worth $15.4K as of Q1 2026.
IMA Advisory Services sold 341 Pfizer shares in Q1 2026, an estimated $9.08K.
Pfizer made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #308 holding.
IMA Advisory Services first reported a position in Pfizer in Q2 2013 and has held it in 41 quarters since.
IMA Advisory Services's Pfizer position peaked at $3.96M in Q4 2021.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.