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Means Investment Company’s Pfizer PFE Stock Holding History

Means Investment Company’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 		$239K Sell
8,500
-5,600
-40% -$149K 0.02% 179
2025
Q4 		$1.2K Buy
+14,100
New +$356K ﹤0.01% 186

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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 $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Means Investment Company's PFE Position: Q1 2026 in Review

Means Investment Company increased its Pfizer (PFE) stake by 0.96% in Q1 2026, buying an estimated $3.3K and bringing the position to 13,058 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #147.

Means Investment Company first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.49M in Q4 2021. 2,946 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Means Investment Company held 13,058 shares of Pfizer worth $367K as of Q1 2026.
  • Means Investment Company bought 124 Pfizer shares in Q1 2026, an estimated $3.3K.
  • Pfizer made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #147 holding.
  • Means Investment Company first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Pfizer position peaked at $2.49M in Q4 2021.
  • 2,946 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.