Mount Yale Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.95M | Buy |
318,584
+275,671
| +642% | +$7.34M | 0.21% | 107 |
|
|
2025
Q4 | $1.07M | Buy |
42,913
+17,548
| +69% | +$443K | 0.05% | 302 |
|
|
2025
Q3 | $646K | Buy |
25,365
+5,907
| +30% | +$146K | 0.05% | 361 |
|
|
2025
Q2 | $472K | Buy |
19,458
+2,649
| +16% | +$61.8K | 0.04% | 354 |
|
|
2025
Q1 | $426K | Buy |
16,809
+2,311
| +16% | +$60.5K | 0.04% | 359 |
|
|
2024
Q4 | $385K | Sell |
14,498
-5,099
| -26% | -$138K | 0.03% | 387 |
|
|
2024
Q3 | $567K | Sell |
19,597
-301
| -2% | -$8.78K | 0.05% | 320 |
|
|
2024
Q2 | $557K | Sell |
19,898
-2,230
| -10% | -$61.4K | 0.04% | 323 |
|
|
2024
Q1 | $614K | Buy |
22,128
+4,525
| +26% | +$126K | 0.05% | 312 |
|
|
2023
Q4 | $507K | Sell |
17,603
-173,410
| -91% | -$5.24M | 0.05% | 316 |
|
|
2023
Q3 | $6.34M | Buy |
191,013
+11,358
| +6% | +$402K | 0.69% | 18 |
|
|
2023
Q2 | $6.59M | Buy |
179,655
+6,121
| +4% | +$238K | 0.7% | 24 |
|
|
2023
Q1 | $7.08M | Buy |
173,534
+24,188
| +16% | +$1.04M | 0.8% | 14 |
|
|
2022
Q4 | $7.65M | Buy |
149,346
+136,131
| +1,030% | +$6.53M | 0.87% | 13 |
|
|
2022
Q3 | $578K | Sell |
13,215
-83
| -0.6% | -$4.03K | 0.08% | 253 |
|
|
2022
Q2 | $697K | Buy |
13,298
+383
| +3% | +$19.5K | 0.09% | 233 |
|
|
2022
Q1 | $669K | Hold |
12,915
| – | – | 0.07% | 262 |
|
|
2021
Q4 | $763K | Sell |
12,915
-12,664
| -50% | -$627K | 0.08% | 240 |
|
|
2021
Q3 | $1.1M | Buy |
25,579
+1,533
| +6% | +$67.9K | 0.13% | 180 |
|
|
2021
Q2 | $942K | Buy |
24,046
+174
| +0.7% | +$6.77K | 0.11% | 183 |
|
|
2021
Q1 | $865K | Sell |
23,872
-1,622
| -6% | -$57.6K | 0.11% | 192 |
|
|
2020
Q4 | $938K | Sell |
25,494
-5,913
| -19% | -$217K | 0.13% | 171 |
|
|
2020
Q3 | $1.09M | Sell |
31,407
-13,611
| -30% | -$477K | 0.16% | 143 |
|
|
2020
Q2 | $1.4M | Buy |
45,018
+5,822
| +15% | +$198K | 0.25% | 97 |
|
|
2020
Q1 | $1.21M | Buy |
39,196
+2,142
| +6% | +$73K | 0.27% | 96 |
|
|
2019
Q4 | $1.31M | Buy |
37,054
+302
| +0.8% | +$10.8K | 0.23% | 105 |
|
|
2019
Q3 | $1.29M | Buy |
36,752
+3,376
| +10% | +$123K | 0.23% | 101 |
|
|
2019
Q2 | $1.16M | Sell |
33,376
-2,093
| -6% | -$83.1K | 0.21% | 106 |
|
|
2019
Q1 | $1.43M | Sell |
35,469
-5,683
| -14% | -$228K | 0.27% | 91 |
|
|
2018
Q4 | $1.63M | Sell |
41,152
-11,455
| -22% | -$476K | 0.33% | 76 |
|
|
2018
Q3 | $2.22M | Sell |
52,607
-1,154
| -2% | -$44.4K | 0.39% | 59 |
|
|
2018
Q2 | $1.85M | Buy |
53,761
+19,811
| +58% | +$677K | 0.35% | 69 |
|
|
2018
Q1 | $1.14M | Buy |
+33,950
| New | +$1.17M | 0.25% | 97 |
|
Other funds holding PFE
VCM
VPM
Mount Yale Investment Advisors's PFE Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Pfizer (PFE) stake by 642% in Q1 2026, buying an estimated $7.34M and bringing the position to 318,584 shares worth $8.95M. The position accounts for 0.21% of the portfolio, ranked #107.
Mount Yale Investment Advisors first reported a position in PFE in Q1 2018 and has held it in 33 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Mount Yale Investment Advisors held 318,584 shares of Pfizer worth $8.95M as of Q1 2026.
- Mount Yale Investment Advisors bought 275,671 Pfizer shares in Q1 2026, an estimated $7.34M.
- Pfizer made up 0.21% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #107 holding.
- Mount Yale Investment Advisors first reported a position in Pfizer in Q1 2018 and has held it in 33 quarters since.
- 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.