J. Safra Asset Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$23.9K Hold
850
﹤0.01% 295
2025
Q4
$21.2K Buy
+850
New +$21.4K ﹤0.01% 321
2016
Q4
Sell
-1,775
Closed -$57K 106
2016
Q3
$57K Sell
1,775
-769
-30% -$25.7K 0.1% 48
2016
Q2
$85K Sell
2,544
-22,300
-90% -$712K 0.14% 69
2016
Q1
$699K Sell
24,844
-5,858
-19% -$167K 0.57% 39
2015
Q4
$940K Buy
+30,702
New +$966K 0.72% 30

Other funds holding PFE

J. Safra Asset Management's PFE Position: Q1 2026 in Review

J. Safra Asset Management held its Pfizer (PFE) position steady in Q1 2026 at 850 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

J. Safra Asset Management first reported a position in PFE in Q4 2015 and has held it in 6 quarters since. The position peaked at $940K in Q4 2015. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • J. Safra Asset Management held 850 shares of Pfizer worth $23.9K as of Q1 2026.
  • J. Safra Asset Management left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #295 holding.
  • J. Safra Asset Management first reported a position in Pfizer in Q4 2015 and has held it in 6 quarters since.
  • J. Safra Asset Management's Pfizer position peaked at $940K in Q4 2015.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.