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M Holdings Securities’s Pfizer PFE Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-60,037
Closed -$2.45M – 384
2023
Q1 		$2.45M Buy
+60,037
New +$2.59M 0.25% 78

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

M Holdings Securities's PFE Position: Q1 2026 in Review

M Holdings Securities reduced its Pfizer (PFE) stake by 26% in Q1 2026, selling an estimated $944K and leaving 101,348 shares worth $2.65M. The position accounts for 0.18% of the portfolio, ranked #105.

M Holdings Securities first reported a position in PFE in Q4 2013 and has held it in 44 quarters since. The position peaked at $3.44M in Q1 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • M Holdings Securities held 101,348 shares of Pfizer worth $2.65M as of Q1 2026.
  • M Holdings Securities sold 35,456 Pfizer shares in Q1 2026, an estimated $944K.
  • Pfizer made up 0.18% of M Holdings Securities's portfolio in Q1 2026, its #105 holding.
  • M Holdings Securities first reported a position in Pfizer in Q4 2013 and has held it in 44 quarters since.
  • M Holdings Securities's Pfizer position peaked at $3.44M in Q1 2022.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.