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McLean Asset Management’s Pfizer PFE Stock Holding History

McLean Asset Management’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 		$250K Buy
8,915
+1,050
+13% +$28K 0.04% 148
2025
Q4 		$201K Buy
7,865
+155
+2% +$3.91K 0.04% 171
2025
Q3 		$204K Buy
+7,710
New +$190K 0.04% 166
2025
Q2 		– Sell
-24,770
Closed -$541K – 164
2025
Q1 		$541K Buy
24,770
+15,972
+182% +$418K 0.18% 70
2024
Q4 		$233K Sell
8,798
-312
-3% -$8.46K 0.07% 138
2024
Q3 		$260K Buy
9,110
+119
+1% +$3.47K 0.08% 134
2024
Q2 		$255K Sell
8,991
-1,203
-12% -$33.1K 0.08% 126
2024
Q1 		$273K Sell
10,194
-1,984
-16% -$55.1K 0.09% 119
2023
Q4 		$359K Sell
12,178
-593
-5% -$17.9K 0.13% 83
2023
Q3 		$424K Sell
12,771
-96
-0.7% -$3.4K 0.17% 69
2023
Q2 		$472K Buy
12,867
+114
+0.9% +$4.44K 0.19% 64
2023
Q1 		$520K Sell
12,753
-801
-6% -$34.6K 0.21% 56
2022
Q4 		$695K Sell
13,554
-33
-0.2% -$1.58K 0.24% 53
2022
Q3 		$575K Sell
13,587
-71
-0.5% -$3.45K 0.22% 50
2022
Q2 		$720K Buy
13,658
+70
+0.5% +$3.57K 0.29% 40
2022
Q1 		$703K Buy
13,588
+7
+0.1% +$363 0.52% 37
2021
Q4 		$769K Buy
13,581
+358
+3% +$17.7K 0.3% 38
2021
Q3 		$576K Buy
13,223
+2,813
+27% +$125K 0.22% 48
2021
Q2 		$420K Buy
10,410
+100
+1% +$3.89K 0.19% 55
2021
Q1 		$396K Sell
10,310
-126
-1% -$4.47K 0.31% 53
2020
Q4 		$384K Buy
+10,436
New +$383K 0.34% 47

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

McLean Asset Management's PFE Position: Q1 2026 in Review

McLean Asset Management increased its Pfizer (PFE) stake by 13% in Q1 2026, buying an estimated $28K and bringing the position to 8,915 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #148.

McLean Asset Management first reported a position in PFE in Q4 2020 and has held it in 21 quarters since. The position peaked at $769K in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • McLean Asset Management held 8,915 shares of Pfizer worth $250K as of Q1 2026.
  • McLean Asset Management bought 1,050 Pfizer shares in Q1 2026, an estimated $28K.
  • Pfizer made up 0.04% of McLean Asset Management's portfolio in Q1 2026, its #148 holding.
  • McLean Asset Management first reported a position in Pfizer in Q4 2020 and has held it in 21 quarters since.
  • McLean Asset Management's Pfizer position peaked at $769K in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.