Jag Capital Management’s Pfizer PFE Stock Holding History

Jag 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
2023 Q4	–	Sell	-100	Closed	-$3.32K	–	178
2023 Q3	$3.32K	Hold	100	–	–	﹤0.01%	178
2023 Q2	$3.67K	Buy	+100	New	+$3.89K	﹤0.01%	180

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jag Capital Management's PFE Position: Q4 2025 in Review

Jag Capital Management sold out of Pfizer (PFE) in Q4 2025, closing a stake of 5,124 shares — an estimated $131K sold.

Jag Capital Management first reported a position in PFE in Q2 2013 and held it in 29 quarters. The position peaked at $770K in Q3 2021. 2,907 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Jag Capital Management reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
Jag Capital Management sold 5,124 Pfizer shares in Q4 2025, an estimated $131K.
Jag Capital Management first reported a position in Pfizer in Q2 2013 and held it in 29 quarters.
Jag Capital Management's Pfizer position peaked at $770K in Q3 2021.
2,907 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Jag Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.