Morton Capital Management’s Pfizer PFE Stock Holding History

Morton Capital 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 Q2	–	Sell	-8,461	Closed	-$238K	–	162
2026 Q1	$238K	Buy	+8,461	New	+$225K	0.04%	115
2023 Q4	–	Sell	-6,165	Closed	-$204K	–	100
2023 Q3	$204K	Sell	6,165 -1,000	-14%	-$35.4K	0.07%	87
2023 Q2	$263K	Sell	7,165 -248	-3%	-$9.65K	0.09%	76
2023 Q1	$302K	Buy	7,413 +248	+3%	+$10.7K	0.11%	69
2022 Q4	$367K	Hold	7,165	–	–	0.14%	60
2022 Q3	$314K	Sell	7,165 -755	-10%	-$36.7K	0.14%	62
2022 Q2	$415K	Sell	7,920 -45	-0.6%	-$2.29K	0.18%	53
2022 Q1	$412K	Sell	7,965 -955	-11%	-$49.6K	0.17%	53
2021 Q4	$527K	Buy	+8,920	New	+$442K	0.21%	48

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morton Capital Management's PFE Position: Q2 2026 in Review

Morton Capital Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,461 shares — an estimated $238K sold.

Morton Capital Management first reported a position in PFE in Q4 2021 and held it in 9 quarters. The position peaked at $527K in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Morton Capital Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Morton Capital Management sold 8,461 Pfizer shares in Q2 2026, an estimated $238K.
Morton Capital Management first reported a position in Pfizer in Q4 2021 and held it in 9 quarters.
Morton Capital Management's Pfizer position peaked at $527K in Q4 2021.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.