Linscomb Wealth’s Pfizer PFE Stock Holding History

Linscomb Wealth’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	$6.02M	Sell	214,294 -43,032	-17%	-$1.15M	0.27%	77
2025 Q4	$6.41M	Buy	257,326 +3,063	+1%	+$77.2K	0.27%	79
2025 Q3	$6.48M	Buy	254,263 +6,196	+2%	+$153K	0.28%	79
2025 Q2	$6.01M	Sell	248,067 -12,224	-5%	-$285K	0.28%	85
2025 Q1	$6.6M	Buy	260,291 +13,934	+6%	+$365K	0.33%	71
2024 Q4	$6.54M	Buy	246,357 +10,887	+5%	+$295K	0.33%	68
2024 Q3	$6.81M	Sell	235,470 -37	-0%	-$1.08K	0.34%	70
2024 Q2	$6.59M	Buy	235,507 +5,603	+2%	+$154K	0.34%	69
2024 Q1	$6.38M	Buy	229,904 +3,297	+1%	+$91.5K	0.33%	73
2023 Q4	$6.52M	Buy	226,607 +11,556	+5%	+$349K	0.36%	69
2023 Q3	$7.13M	Sell	215,051 -9,447	-4%	-$334K	0.42%	59
2023 Q2	$8.23M	Sell	224,498 -8,303	-4%	-$323K	0.44%	55
2023 Q1	$9.5M	Sell	232,801 -6,552	-3%	-$283K	0.5%	47
2022 Q4	$12.3M	Buy	239,353 +9,519	+4%	+$456K	0.62%	28
2022 Q3	$10.1M	Buy	229,834 +3,067	+1%	+$149K	0.61%	36
2022 Q2	$11.9M	Sell	226,767 -4,438	-2%	-$226K	0.68%	24
2022 Q1	$12M	Buy	231,205 +2,953	+1%	+$153K	0.57%	35
2021 Q4	$13.5M	Buy	228,252 +1,208	+0.5%	+$59.9K	0.64%	28
2021 Q3	$9.77M	Buy	227,044 +4,642	+2%	+$206K	0.5%	51
2021 Q2	$8.71M	Buy	222,402 +11,650	+6%	+$453K	0.45%	62
2021 Q1	$7.64M	Buy	210,752 +8,722	+4%	+$310K	0.42%	62
2020 Q4	$7.44M	Sell	202,030 -8,405	-4%	-$308K	0.44%	56
2020 Q3	$7.33M	Buy	210,435 +7,158	+4%	+$251K	0.5%	49
2020 Q2	$6.31M	Buy	203,277 +36,601	+22%	+$1.24M	0.46%	57
2020 Q1	$5.16M	Buy	166,676 +9,522	+6%	+$324K	0.46%	46
2019 Q4	$5.84M	Buy	157,154 +3,354	+2%	+$119K	0.38%	46
2019 Q3	$5.24M	Buy	153,800 +8,917	+6%	+$324K	0.42%	46
2019 Q2	$5.96M	Sell	144,883 -37	-0%	-$1.47K	0.49%	33
2019 Q1	$5.84M	Sell	144,920 -4,502	-3%	-$180K	0.49%	32
2018 Q4	$6.19M	Buy	149,422 +1,159	+0.8%	+$48.1K	0.59%	29
2018 Q3	$6.2M	Buy	148,263 +456	+0.3%	+$17.6K	0.51%	30
2018 Q2	$5.09M	Buy	147,807 +2,653	+2%	+$90.7K	0.43%	36
2018 Q1	$4.89M	Buy	145,154 +3,673	+3%	+$126K	0.42%	37
2017 Q4	$4.86M	Buy	141,481 +10,847	+8%	+$370K	0.4%	44
2017 Q3	$4.42M	Buy	130,634 +6,080	+5%	+$195K	0.38%	44
2017 Q2	$3.97M	Buy	124,554 +2,505	+2%	+$79K	0.36%	49
2017 Q1	$3.96M	Buy	122,049 +10,309	+9%	+$325K	0.36%	45
2016 Q4	$3.44M	Buy	111,740 +3,990	+4%	+$122K	0.32%	51
2016 Q3	$3.46M	Buy	107,750 +12,161	+13%	+$407K	0.34%	43
2016 Q2	$3.19M	Buy	95,589 +2,029	+2%	+$64.8K	0.32%	44
2016 Q1	$2.63M	Buy	93,560 +2,588	+3%	+$73.9K	0.28%	56
2015 Q4	$2.79M	Buy	90,972 +2,442	+3%	+$76.8K	0.32%	53
2015 Q3	$2.64M	Buy	88,530 +3,827	+5%	+$123K	0.31%	51
2015 Q2	$2.69M	Sell	84,703 -810	-0.9%	-$26.4K	0.29%	55
2015 Q1	$2.82M	Buy	85,513 +2,687	+3%	+$85.4K	0.3%	55
2014 Q4	$2.45M	Buy	82,826 +2,501	+3%	+$71.7K	0.27%	64
2014 Q3	$2.25M	Buy	80,325 +2,804	+4%	+$78.7K	0.25%	65
2014 Q2	$2.18M	Buy	77,521 +5,785	+8%	+$165K	0.23%	67
2014 Q1	$2.19M	Buy	71,736 +9,737	+16%	+$290K	0.24%	60
2013 Q4	$1.8M	Buy	61,999 +5,074	+9%	+$148K	0.22%	63
2013 Q3	$1.55M	Buy	56,925 +7,110	+14%	+$193K	0.2%	65
2013 Q2	$1.32M	Buy	+49,815	New	+$1.38M	0.18%	68

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

Linscomb Wealth's PFE Position: Q1 2026 in Review

Linscomb Wealth reduced its Pfizer (PFE) stake by 17% in Q1 2026, selling an estimated $1.15M and leaving 214,294 shares worth $6.02M. The position accounts for 0.27% of the portfolio, ranked #77.

Linscomb Wealth first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.5M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Linscomb Wealth held 214,294 shares of Pfizer worth $6.02M as of Q1 2026.
Linscomb Wealth sold 43,032 Pfizer shares in Q1 2026, an estimated $1.15M.
Pfizer made up 0.27% of Linscomb Wealth's portfolio in Q1 2026, its #77 holding.
Linscomb Wealth first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
Linscomb Wealth's Pfizer position peaked at $13.5M in Q4 2021.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.