MA
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Modus Advisors’s Pfizer PFE Stock Holding History

Modus Advisors’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 		– Sell
-1,800
Closed -$44.8K – 268
2025
Q4 		$44.8K Buy
+1,800
New +$45.4K 0.01% 186
2025
Q1 		– Sell
-333
Closed -$8.83K – 240
2024
Q4 		$8.83K Buy
+333
New +$9.03K ﹤0.01% 228
2024
Q1 		– Sell
-45,290
Closed -$1.3M – 105
2023
Q4 		$1.3M Sell
45,290
-11,442
-20% -$346K 0.53% 52
2023
Q3 		$1.88M Sell
56,732
-1,067
-2% -$37.7K 0.82% 44
2023
Q2 		$2.12M Buy
57,799
+4,589
+9% +$179K 0.91% 44
2023
Q1 		$2.17M Buy
53,210
+679
+1% +$29.3K 1% 42
2022
Q4 		$2.69M Buy
52,531
+2,903
+6% +$139K 1.3% 29
2022
Q3 		$2.17M Buy
49,628
+236
+0.5% +$11.5K 1.14% 30
2022
Q2 		$2.59M Buy
49,392
+1,520
+3% +$77.5K 1.31% 27
2022
Q1 		$2.48M Buy
47,872
+232
+0.5% +$12K 1.09% 31
2021
Q4 		$2.81M Sell
47,640
-668
-1% -$33.1K 1.2% 31
2021
Q3 		$2.08M Buy
48,308
+1,548
+3% +$68.6K 0.9% 38
2021
Q2 		$1.83M Buy
46,760
+1,778
+4% +$69.1K 0.77% 42
2021
Q1 		$1.63M Buy
44,982
+4,142
+10% +$147K 0.76% 46
2020
Q4 		$1.5M Buy
40,840
+1,377
+3% +$50.5K 0.78% 43
2020
Q3 		$1.37M Buy
39,463
+9,468
+32% +$332K 0.79% 42
2020
Q2 		$931K Buy
29,995
+12,097
+68% +$411K 0.61% 45
2020
Q1 		$554K Buy
17,898
+3,440
+24% +$117K 0.51% 34
2019
Q4 		$537K Buy
+14,458
New +$515K 0.42% 43

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $146B AUM 55.73% 1-Year Est. Return

Modus Advisors's PFE Position: Q1 2026 in Review

Modus Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 1,800 shares — an estimated $44.8K sold.

Modus Advisors first reported a position in PFE in Q4 2019 and held it in 19 quarters. The position peaked at $2.81M in Q4 2021. 2,952 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Modus Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 1,800 Pfizer shares in Q1 2026, an estimated $44.8K.
  • Modus Advisors first reported a position in Pfizer in Q4 2019 and held it in 19 quarters.
  • Modus Advisors's Pfizer position peaked at $2.81M in Q4 2021.
  • 2,952 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.