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Mendel Money Management’s Pfizer PFE Stock Holding History

Mendel Money 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 		$225K Sell
8,000
-3,815
-32% -$102K 0.09% 134
2025
Q4 		$294K Sell
11,815
-4,445
-27% -$112K 0.12% 129
2025
Q3 		$414K Sell
16,260
-1,997
-11% -$49.3K 0.17% 114
2025
Q2 		$443K Sell
18,257
-400
-2% -$9.33K 0.2% 105
2025
Q1 		$473K Hold
18,657
– – 0.22% 101
2024
Q4 		$495K Buy
18,657
+170
+0.9% +$4.61K 0.22% 96
2024
Q3 		$535K Buy
18,487
+620
+3% +$18.1K 0.23% 96
2024
Q2 		$500K Sell
17,867
-565
-3% -$15.6K 0.23% 89
2024
Q1 		$511K Buy
18,432
+5,780
+46% +$160K 0.24% 86
2023
Q4 		$364K Sell
12,652
-1,820
-13% -$55K 0.18% 107
2023
Q3 		$480K Sell
14,472
-485
-3% -$17.2K 0.26% 77
2023
Q2 		$549K Sell
14,957
-422
-3% -$16.4K 0.28% 70
2023
Q1 		$627K Sell
15,379
-868
-5% -$37.5K 0.34% 60
2022
Q4 		$832K Sell
16,247
-395
-2% -$18.9K 0.47% 49
2022
Q3 		$728K Buy
16,642
+1,871
+13% +$90.9K 0.45% 52
2022
Q2 		$774K Sell
14,771
-1,788
-11% -$91.1K 0.46% 48
2022
Q1 		$857K Buy
16,559
+8,934
+117% +$464K 0.42% 49
2021
Q4 		$450K Sell
7,625
-1,380
-15% -$68.4K 0.26% 51
2021
Q3 		$387K Buy
9,005
+95
+1% +$4.21K 0.24% 54
2021
Q2 		$349K Sell
8,910
-70
-0.8% -$2.72K 0.22% 53
2021
Q1 		$325K Sell
8,980
-740
-8% -$26.3K 0.21% 52
2020
Q4 		$358K Buy
9,720
+213
+2% +$7.81K 0.25% 49
2020
Q3 		$331K Sell
9,507
-158
-2% -$5.54K 0.26% 47
2020
Q2 		$300K Buy
+9,665
New +$328K 0.26% 47
2019
Q4 		$344K Buy
9,244
+159
+2% +$5.66K 0.3% 43
2019
Q3 		$310K Sell
9,085
-8,844
-49% -$322K 0.29% 44
2019
Q2 		$737K Buy
+17,929
New +$712K 0.71% 32
2018
Q3 		$657K Buy
+15,705
New +$605K 0.64% 30
2017
Q4 		$802K Buy
+23,324
New +$795K 0.77% 30

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

Mendel Money Management's PFE Position: Q1 2026 in Review

Mendel Money Management reduced its Pfizer (PFE) stake by 32% in Q1 2026, selling an estimated $102K and leaving 8,000 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #134.

Mendel Money Management first reported a position in PFE in Q4 2017 and has held it in 29 quarters since. The position peaked at $857K in Q1 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Mendel Money Management held 8,000 shares of Pfizer worth $225K as of Q1 2026.
  • Mendel Money Management sold 3,815 Pfizer shares in Q1 2026, an estimated $102K.
  • Pfizer made up 0.09% of Mendel Money Management's portfolio in Q1 2026, its #134 holding.
  • Mendel Money Management first reported a position in Pfizer in Q4 2017 and has held it in 29 quarters since.
  • Mendel Money Management's Pfizer position peaked at $857K in Q1 2022.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.