IPG Investment Advisors’s Pfizer PFE Stock Holding History

IPG Investment 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	$521K	Buy	18,550 +5,400	+41%	+$144K	0.09%	139
2025 Q4	$327K	Sell	13,150 -3,850	-23%	-$97.1K	0.06%	161
2025 Q3	$433K	Buy	+17,000	New	+$420K	0.08%	141
2022 Q1	–	Sell	-18,922	Closed	-$1.12M	–	208
2021 Q4	$1.12M	Buy	+18,922	New	+$938K	0.2%	68
2021 Q2	–	Sell	-8,613	Closed	-$312K	–	207
2021 Q1	$312K	Buy	+8,613	New	+$306K	0.06%	147
2020 Q4	–	Sell	-10,937	Closed	-$381K	–	187
2020 Q3	$381K	Buy	+10,937	New	+$383K	0.11%	97
2018 Q4	–	Sell	-10,273	Closed	-$430K	–	173
2018 Q3	$430K	Buy	10,273 +1,661	+19%	+$63.9K	0.14%	94
2018 Q2	$296K	Hold	8,612	–	–	0.1%	114
2018 Q1	$290K	Buy	8,612 +2,108	+32%	+$72.5K	0.09%	113
2017 Q4	$224K	Buy	6,504 +527	+9%	+$18K	0.09%	125
2017 Q3	$202K	Buy	+5,977	New	+$192K	0.07%	126
2016 Q4	–	Sell	-7,795	Closed	-$251K	–	143
2016 Q3	$251K	Sell	7,795 -580	-7%	-$19.4K	0.11%	95
2016 Q2	$280K	Buy	+8,375	New	+$267K	0.12%	98

Other funds holding PFE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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

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