KA
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Klingman & Associates’s Pfizer PFE Stock Holding History

Klingman & Associates’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 		$799K Buy
28,450
+414
+1% +$11K 0.04% 149
2025
Q4 		$698K Buy
28,036
+1,353
+5% +$34.1K 0.03% 156
2025
Q3 		$680K Buy
26,683
+6,021
+29% +$149K 0.03% 156
2025
Q2 		$501K Buy
20,662
+395
+2% +$9.21K 0.03% 175
2025
Q1 		$514K Buy
+20,267
New +$530K 0.03% 155
2024
Q2 		– Sell
-8,379
Closed -$233K – 253
2024
Q1 		$233K Sell
8,379
-3,717
-31% -$103K 0.02% 220
2023
Q4 		$348K Sell
12,096
-381
-3% -$11.5K 0.03% 170
2023
Q3 		$414K Sell
12,477
-322
-3% -$11.4K 0.03% 145
2023
Q2 		$469K Sell
12,799
-227
-2% -$8.84K 0.04% 132
2023
Q1 		$531K Sell
13,026
-237
-2% -$10.2K 0.05% 113
2022
Q4 		$680K Buy
13,263
+720
+6% +$34.5K 0.06% 97
2022
Q3 		$549K Sell
12,543
-335
-3% -$16.3K 0.05% 100
2022
Q2 		$675K Sell
12,878
-463
-3% -$23.6K 0.07% 88
2022
Q1 		$690K Buy
13,341
+4,599
+53% +$239K 0.06% 95
2021
Q4 		$516K Sell
8,742
-48
-0.5% -$2.38K 0.04% 101
2021
Q3 		$378K Sell
8,790
-1,139
-11% -$50.5K 0.04% 119
2021
Q2 		$389K Sell
9,929
-14,913
-60% -$580K 0.04% 113
2021
Q1 		$900K Buy
24,842
+795
+3% +$28.2K 0.09% 66
2020
Q4 		$885K Buy
24,047
+9,438
+65% +$346K 0.1% 61
2020
Q3 		$509K Buy
14,609
+1,906
+15% +$66.8K 0.07% 81
2020
Q2 		$394K Sell
12,703
-400
-3% -$13.6K 0.06% 85
2020
Q1 		$406K Sell
13,103
-272
-2% -$9.27K 0.08% 79
2019
Q4 		$497K Buy
13,375
+428
+3% +$15.2K 0.08% 73
2019
Q3 		$441K Sell
12,947
-84
-0.6% -$3.06K 0.08% 74
2019
Q2 		$536K Buy
13,031
+242
+2% +$9.61K 0.1% 68
2019
Q1 		$515K Hold
12,789
– – 0.1% 69
2018
Q4 		$530K Sell
12,789
-2,957
-19% -$123K 0.12% 62
2018
Q3 		$658K Buy
15,746
+1,384
+10% +$53.3K 0.13% 59
2018
Q2 		$494K Sell
14,362
-645
-4% -$22K 0.11% 64
2018
Q1 		$505K Buy
15,007
+327
+2% +$11.2K 0.11% 62
2017
Q4 		$504K Sell
14,680
-124
-0.8% -$4.23K 0.11% 68
2017
Q3 		$501K Sell
14,804
-424
-3% -$13.6K 0.12% 58
2017
Q2 		$485K Sell
15,228
-4,977
-25% -$157K 0.13% 57
2017
Q1 		$656K Sell
20,205
-95
-0.5% -$3K 0.18% 47
2016
Q4 		$626K Buy
20,300
+422
+2% +$12.9K 0.19% 47
2016
Q3 		$639K Hold
19,878
– – 0.19% 49
2016
Q2 		$664K Sell
19,878
-165
-0.8% -$5.27K 0.21% 44
2016
Q1 		$564K Hold
20,043
– – 0.2% 52
2015
Q4 		$614K Buy
20,043
+1,054
+6% +$33.2K 0.23% 53
2015
Q3 		$565K Sell
18,989
-834
-4% -$26.7K 0.22% 57
2015
Q2 		$631K Buy
19,823
+144
+0.7% +$4.69K 0.25% 46
2015
Q1 		$650K Buy
19,679
+22
+0.1% +$699 0.27% 44
2014
Q4 		$580K Buy
+19,657
New +$564K 0.24% 49

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

Klingman & Associates's PFE Position: Q1 2026 in Review

Klingman & Associates increased its Pfizer (PFE) stake by 1.5% in Q1 2026, buying an estimated $11K and bringing the position to 28,450 shares worth $799K. The position accounts for 0.04% of the portfolio, ranked #149.

Klingman & Associates first reported a position in PFE in Q4 2014 and has held it in 43 quarters since. The position peaked at $900K in Q1 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Klingman & Associates held 28,450 shares of Pfizer worth $799K as of Q1 2026.
  • Klingman & Associates bought 414 Pfizer shares in Q1 2026, an estimated $11K.
  • Pfizer made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #149 holding.
  • Klingman & Associates first reported a position in Pfizer in Q4 2014 and has held it in 43 quarters since.
  • Klingman & Associates's Pfizer position peaked at $900K in Q1 2021.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.