InceptionR’s Pfizer PFE Stock Holding History

InceptionR’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	–	Sell	-34,828	Closed	-$867K	–	837
2025 Q4	$867K	Buy	34,828 +15,044	+76%	+$379K	0.24%	145
2025 Q3	$504K	Buy	+19,784	New	+$488K	0.12%	306
2025 Q2	–	Sell	-72,028	Closed	-$1.83M	–	804
2025 Q1	$1.83M	Buy	72,028 +63,412	+736%	+$1.66M	0.55%	8
2024 Q4	$229K	Buy	+8,616	New	+$234K	0.05%	533
2024 Q2	–	Sell	-12,317	Closed	-$342K	–	796
2024 Q1	$342K	Buy	+12,317	New	+$342K	0.09%	388

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

InceptionR's PFE Position: Q1 2026 in Review

InceptionR sold out of Pfizer (PFE) in Q1 2026, closing a stake of 34,828 shares — an estimated $867K sold.

InceptionR first reported a position in PFE in Q1 2024 and held it in 5 quarters. The position peaked at $1.83M in Q1 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

InceptionR reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
InceptionR sold 34,828 Pfizer shares in Q1 2026, an estimated $867K.
InceptionR first reported a position in Pfizer in Q1 2024 and held it in 5 quarters.
InceptionR's Pfizer position peaked at $1.83M in Q1 2025.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.