JWCA
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J.W. Cole Advisors’s Pfizer PFE Stock Holding History

J.W. Cole 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 		– Sell
-231,791
Closed -$5.15M – 1281
2025
Q4 		$5.15M Sell
231,791
-3,286
-1% -$82.9K 0.12% 164
2025
Q3 		$5.99M Sell
235,077
-20,552
-8% -$507K 0.11% 177
2025
Q2 		$6.2M Buy
255,629
+46,984
+23% +$1.1M 0.13% 164
2025
Q1 		$5.29M Buy
208,645
+97,092
+87% +$2.54M 0.16% 135
2024
Q4 		$2.96M Buy
111,553
+24,593
+28% +$667K 0.12% 171
2024
Q3 		$2.52M Sell
86,960
-9,888
-10% -$288K 0.11% 203
2024
Q2 		$2.71M Sell
96,848
-46,757
-33% -$1.29M 0.13% 166
2024
Q1 		$3.98M Sell
143,605
-28,574
-17% -$793K 0.2% 114
2023
Q4 		$4.96M Buy
172,179
+34,781
+25% +$1.05M 0.29% 81
2023
Q3 		$4.56M Buy
137,398
+4,974
+4% +$176K 0.34% 66
2023
Q2 		$4.86M Sell
132,424
-4,692
-3% -$183K 0.35% 64
2023
Q1 		$5.59M Buy
137,116
+19,789
+17% +$855K 0.4% 53
2022
Q4 		$6.01M Buy
117,327
+3,005
+3% +$144K 0.46% 42
2022
Q3 		$5M Sell
114,322
-4,593
-4% -$223K 0.42% 47
2022
Q2 		$6.24M Sell
118,915
-7,613
-6% -$388K 0.5% 37
2022
Q1 		$6.55M Buy
126,528
+256
+0.2% +$13.3K 0.44% 42
2021
Q4 		$7.46M Buy
126,272
+5,711
+5% +$283K 0.49% 35
2021
Q3 		$5.18M Buy
120,561
+2,966
+3% +$131K 0.37% 46
2021
Q2 		$4.61M Buy
117,595
+4,326
+4% +$168K 0.36% 60
2021
Q1 		$4.1M Sell
113,269
-30,451
-21% -$1.08M 0.4% 53
2020
Q4 		$5.29M Sell
143,720
-93,945
-40% -$3.45M 0.55% 33
2020
Q3 		$8.28M Buy
237,665
+126,177
+113% +$4.42M 0.63% 25
2020
Q2 		$3.46M Buy
+111,488
New +$3.79M 0.52% 47
2020
Q1 		– Sell
-99,739
Closed -$3.71M – 384
2019
Q4 		$3.71M Buy
+99,739
New +$3.55M 0.47% 47

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

J.W. Cole Advisors's PFE Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 231,791 shares — an estimated $5.15M sold.

J.W. Cole Advisors first reported a position in PFE in Q4 2019 and held it in 24 quarters. The position peaked at $8.28M in Q3 2020. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 231,791 Pfizer shares in Q1 2026, an estimated $5.15M.
  • J.W. Cole Advisors first reported a position in Pfizer in Q4 2019 and held it in 24 quarters.
  • J.W. Cole Advisors's Pfizer position peaked at $8.28M in Q3 2020.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.