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McDonald Partners’s Pfizer PFE Stock Holding History

McDonald Partners’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 		$2.88M Buy
102,552
+7,726
+8% +$206K 0.68% 46
2025
Q4 		$2.36M Buy
94,826
+20,719
+28% +$522K 0.74% 37
2025
Q3 		$1.89M Sell
74,107
-42,689
-37% -$1.05M 0.56% 44
2025
Q2 		$2.83M Buy
116,796
+1,102
+1% +$25.7K 0.68% 36
2025
Q1 		$2.93M Buy
115,694
+5,398
+5% +$141K 0.76% 35
2024
Q4 		$2.93M Buy
110,296
+9,963
+10% +$270K 0.75% 37
2024
Q3 		$2.9M Buy
100,333
+9,462
+10% +$276K 0.73% 38
2024
Q2 		$2.54M Buy
90,871
+23,113
+34% +$636K 0.68% 39
2024
Q1 		$1.88M Buy
67,758
+17,939
+36% +$498K 0.52% 54
2023
Q4 		$1.43M Sell
49,819
-29,641
-37% -$896K 0.43% 72
2023
Q3 		$2.64M Sell
79,460
-6,656
-8% -$235K 0.86% 34
2023
Q2 		$3.16M Sell
86,116
-2,192
-2% -$85.3K 0.97% 26
2023
Q1 		$3.6M Sell
88,308
-5,926
-6% -$256K 1.17% 16
2022
Q4 		$4.83M Sell
94,234
-663
-0.7% -$31.8K 1.65% 11
2022
Q3 		$4.15M Sell
94,897
-27,163
-22% -$1.32M 1.58% 13
2022
Q2 		$6.4M Sell
122,060
-1,304
-1% -$66.5K 1.63% 7
2022
Q1 		$6.39M Buy
123,364
+123,311
+232,662% +$6.4M 1.39% 8
2021
Q4 		$3.13K Sell
53
-120,556
-100% -$5.97M ﹤0.01% 286
2021
Q3 		$5.19M Sell
120,609
-1,282
-1% -$56.8K 1.22% 15
2021
Q2 		$4.77M Buy
121,891
+4,330
+4% +$168K 1.13% 17
2021
Q1 		$4.26M Sell
117,561
-1,384
-1% -$49.1K 1.09% 16
2020
Q4 		$4.38M Buy
+118,945
New +$4.36M 1.23% 16

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

McDonald Partners's PFE Position: Q1 2026 in Review

McDonald Partners increased its Pfizer (PFE) stake by 8.1% in Q1 2026, buying an estimated $206K and bringing the position to 102,552 shares worth $2.88M. The position accounts for 0.68% of the portfolio, ranked #46.

McDonald Partners first reported a position in PFE in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.4M in Q2 2022. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • McDonald Partners held 102,552 shares of Pfizer worth $2.88M as of Q1 2026.
  • McDonald Partners bought 7,726 Pfizer shares in Q1 2026, an estimated $206K.
  • Pfizer made up 0.68% of McDonald Partners's portfolio in Q1 2026, its #46 holding.
  • McDonald Partners first reported a position in Pfizer in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Pfizer position peaked at $6.4M in Q2 2022.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.