KF
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Krilogy Financial’s Pfizer PFE Stock Holding History

Krilogy Financial’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 		$2M Sell
73,338
-17,112
-19% -$456K 0.06% 221
2025
Q4 		$2.34M Buy
90,450
+9,531
+12% +$240K 0.08% 193
2025
Q3 		$1.99M Buy
80,919
+18,699
+30% +$462K 0.07% 197
2025
Q2 		$1.51M Buy
62,220
+11,590
+23% +$270K 0.09% 156
2025
Q1 		$1.28M Buy
50,630
+4,196
+9% +$110K 0.08% 155
2024
Q4 		$1.23M Buy
46,434
+18,975
+69% +$515K 0.08% 149
2024
Q3 		$795K Sell
27,459
-219
-0.8% -$6.39K 0.05% 178
2024
Q2 		$774K Buy
27,678
+2,487
+10% +$68.5K 0.06% 182
2024
Q1 		$699K Buy
25,191
+1,343
+6% +$37.3K 0.05% 183
2023
Q4 		$687K Buy
23,848
+7,166
+43% +$217K 0.06% 167
2023
Q3 		$553K Sell
16,682
-3,031
-15% -$107K 0.05% 176
2023
Q2 		$723K Sell
19,713
-3,997
-17% -$156K 0.07% 168
2023
Q1 		$967K Sell
23,710
-3,368
-12% -$145K 0.08% 186
2022
Q4 		$1.39M Buy
27,078
+2,548
+10% +$122K 0.13% 127
2022
Q3 		$1.07M Sell
24,530
-2,482
-9% -$121K 0.13% 112
2022
Q2 		$1.42M Buy
27,012
+1,919
+8% +$97.8K 0.16% 87
2022
Q1 		$1.3M Buy
25,093
+9,562
+62% +$496K 0.13% 104
2021
Q4 		$917K Buy
15,531
+3,367
+28% +$167K 0.09% 136
2021
Q3 		$523K Buy
12,164
+566
+5% +$25.1K 0.05% 184
2021
Q2 		$454K Sell
11,598
-792
-6% -$30.8K 0.05% 189
2021
Q1 		$449K Buy
12,390
+283
+2% +$10K 0.05% 184
2020
Q4 		$446K Buy
12,107
+1,168
+11% +$42.8K 0.05% 185
2020
Q3 		$381K Buy
10,939
+2,674
+32% +$93.8K 0.05% 183
2020
Q2 		$256K Buy
8,265
+1,297
+19% +$44.1K 0.04% 194
2020
Q1 		$216K Sell
6,968
-1,065
-13% -$36.3K 0.04% 175
2019
Q4 		$299K Sell
8,033
-186
-2% -$6.63K 0.05% 161
2019
Q3 		$280K Sell
8,219
-227
-3% -$8.26K 0.05% 153
2019
Q2 		$347K Buy
8,446
+377
+5% +$15K 0.07% 130
2019
Q1 		$325K Sell
8,069
-4,334
-35% -$174K 0.07% 136
2018
Q4 		$514K Buy
12,403
+735
+6% +$30.5K 0.14% 70
2018
Q3 		$488K Buy
11,668
+188
+2% +$7.24K 0.11% 76
2018
Q2 		$395K Sell
11,480
-1,358
-11% -$46.4K 0.1% 90
2018
Q1 		$432K Sell
12,838
-4,292
-25% -$148K 0.1% 91
2017
Q4 		$589K Buy
17,130
+1,507
+10% +$51.4K 0.14% 73
2017
Q3 		$529K Sell
15,623
-2,472
-14% -$79.4K 0.14% 72
2017
Q2 		$577K Buy
18,095
+1,068
+6% +$33.7K 0.16% 62
2017
Q1 		$525K Hold
17,027
– – 0.16% 64
2016
Q4 		$525K Buy
17,027
+4,414
+35% +$135K 0.16% 64
2016
Q3 		$405K Sell
12,613
-2,597
-17% -$86.8K 0.13% 79
2016
Q2 		$508K Buy
15,210
+2,640
+21% +$84.3K 0.18% 68
2016
Q1 		$353K Buy
+12,570
New +$359K 0.15% 71
2015
Q4 		– Sell
-5,710
Closed -$170K – 551
2015
Q3 		$170K Buy
+5,710
New +$183K 0.08% 98

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

Krilogy Financial's PFE Position: Q1 2026 in Review

Krilogy Financial reduced its Pfizer (PFE) stake by 19% in Q1 2026, selling an estimated $456K and leaving 73,338 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #221.

Krilogy Financial first reported a position in PFE in Q3 2015 and has held it in 42 quarters since. The position peaked at $2.34M in Q4 2025. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Krilogy Financial held 73,338 shares of Pfizer worth $2M as of Q1 2026.
  • Krilogy Financial sold 17,112 Pfizer shares in Q1 2026, an estimated $456K.
  • Pfizer made up 0.06% of Krilogy Financial's portfolio in Q1 2026, its #221 holding.
  • Krilogy Financial first reported a position in Pfizer in Q3 2015 and has held it in 42 quarters since.
  • Krilogy Financial's Pfizer position peaked at $2.34M in Q4 2025.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.