IAG
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Investmark Advisory Group’s Pfizer PFE Stock Holding History

Investmark Advisory 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 		$245K Sell
8,728
-102,668
-92% -$2.73M 0.1% 120
2025
Q4 		$2.77M Buy
111,396
+2,567
+2% +$64.7K 1.18% 28
2025
Q3 		$2.77M Buy
108,829
+9,166
+9% +$226K 1.2% 26
2025
Q2 		$2.42M Buy
99,663
+4,055
+4% +$94.6K 1.13% 27
2025
Q1 		$2.42M Buy
95,608
+12,852
+16% +$336K 1.2% 24
2024
Q4 		$2.2M Sell
82,756
-8,351
-9% -$227K 1.08% 28
2024
Q3 		$2.64M Buy
91,107
+1,723
+2% +$50.3K 1.28% 25
2024
Q2 		$2.5M Buy
89,384
+1,587
+2% +$43.7K 1.33% 25
2024
Q1 		$2.44M Buy
87,797
+37,075
+73% +$1.03M 1.34% 24
2023
Q4 		$1.46M Sell
50,722
-29,350
-37% -$887K 0.86% 31
2023
Q3 		$2.66M Buy
80,072
+804
+1% +$28.4K 1.8% 15
2023
Q2 		$2.91M Buy
79,268
+892
+1% +$34.7K 1.94% 15
2023
Q1 		$3.2M Buy
78,376
+4,829
+7% +$209K 2.35% 14
2022
Q4 		$3.77M Buy
73,547
+5,279
+8% +$253K 2.79% 8
2022
Q3 		$2.99M Buy
68,268
+2,202
+3% +$107K 2.68% 11
2022
Q2 		$3.46M Buy
66,066
+1,363
+2% +$69.5K 3.42% 7
2022
Q1 		$3.35M Buy
64,703
+1,567
+2% +$81.3K 3.45% 8
2021
Q4 		$3.73M Buy
+63,136
New +$3.13M 3.49% 6

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

Investmark Advisory Group's PFE Position: Q1 2026 in Review

Investmark Advisory Group reduced its Pfizer (PFE) stake by 92% in Q1 2026, selling an estimated $2.73M and leaving 8,728 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #120.

Investmark Advisory Group first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.77M in Q4 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Investmark Advisory Group held 8,728 shares of Pfizer worth $245K as of Q1 2026.
  • Investmark Advisory Group sold 102,668 Pfizer shares in Q1 2026, an estimated $2.73M.
  • Pfizer made up 0.1% of Investmark Advisory Group's portfolio in Q1 2026, its #120 holding.
  • Investmark Advisory Group first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's Pfizer position peaked at $3.77M in Q4 2022.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.