Jacobsen Capital Management’s Pfizer PFE Stock Holding History

Jacobsen Capital Management’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	$308K	Buy	10,980 +337	+3%	+$8.97K	0.1%	83
2025 Q4	$265K	Buy	10,643 +503	+5%	+$12.7K	0.09%	92
2025 Q3	$258K	Buy	+10,140	New	+$250K	0.09%	94
2025 Q2	–	Sell	-9,715	Closed	-$246K	–	122
2025 Q1	$246K	Buy	9,715 +1,033	+12%	+$27K	0.11%	83
2024 Q4	$230K	Sell	8,682 -1,733	-17%	-$47K	0.1%	82
2024 Q3	$301K	Buy	10,415 +120	+1%	+$3.5K	0.13%	63
2024 Q2	$288K	Buy	+10,295	New	+$283K	0.13%	65
2024 Q1	–	Sell	-7,661	Closed	-$221K	–	94
2023 Q4	$221K	Buy	+7,661	New	+$232K	0.11%	77

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

Jacobsen Capital Management's PFE Position: Q1 2026 in Review

Jacobsen Capital Management increased its Pfizer (PFE) stake by 3.2% in Q1 2026, buying an estimated $8.97K and bringing the position to 10,980 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #83.

Jacobsen Capital Management first reported a position in PFE in Q4 2023 and has held it in 8 quarters since. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Jacobsen Capital Management held 10,980 shares of Pfizer worth $308K as of Q1 2026.
Jacobsen Capital Management bought 337 Pfizer shares in Q1 2026, an estimated $8.97K.
Pfizer made up 0.1% of Jacobsen Capital Management's portfolio in Q1 2026, its #83 holding.
Jacobsen Capital Management first reported a position in Pfizer in Q4 2023 and has held it in 8 quarters since.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.