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Mountain Capital Investment Advisors’s Pfizer PFE Stock Holding History

Mountain Capital Investment 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
-8,234
Closed -$211K – 102
2025
Q4 		$211K Sell
8,234
-8
-0.1% -$202 0.03% 82
2025
Q3 		$224K Buy
8,242
+252
+3% +$6.22K 0.04% 70
2025
Q2 		$200K Buy
+7,990
New +$186K 0.04% 64
2023
Q3 		– Sell
-50,197
Closed -$1.88M – 68
2023
Q2 		$1.88M Sell
50,197
-3,148
-6% -$123K 0.71% 18
2023
Q1 		$2.21M Sell
53,345
-1,062
-2% -$45.9K 0.97% 28
2022
Q4 		$2.59M Buy
54,407
+8,551
+19% +$410K 1.18% 17
2022
Q3 		$1.98M Buy
45,856
+3,008
+7% +$146K 1.04% 21
2022
Q2 		$2.29M Sell
42,848
-428
-1% -$21.8K 1.14% 16
2022
Q1 		$2.33M Sell
43,276
-4,122
-9% -$214K 1.1% 18
2021
Q4 		$2.69M Buy
47,398
+11,544
+32% +$572K 1.22% 14
2021
Q3 		$1.52M Buy
35,854
+1,828
+5% +$81K 0.81% 28
2021
Q2 		$1.34M Sell
34,026
-4,383
-11% -$170K 0.62% 36
2021
Q1 		$1.43M Buy
38,409
+4,478
+13% +$159K 0.72% 40
2020
Q4 		$1.28M Sell
33,931
-7,196
-17% -$264K 0.77% 32
2020
Q3 		$1.44M Sell
41,127
-29,968
-42% -$1.05M 0.93% 33
2020
Q2 		$2.29M Buy
71,095
+56,068
+373% +$1.9M 1.05% 18
2020
Q1 		$505K Sell
15,027
-571
-4% -$19.5K 0.26% 25
2019
Q4 		$578K Sell
15,598
-13,077
-46% -$466K 0.26% 20
2019
Q3 		$978K Buy
28,675
+2,011
+8% +$73.1K 0.86% 15
2019
Q2 		$890K Buy
26,664
+3,384
+15% +$134K 0.84% 16
2019
Q1 		$938K Buy
23,280
+1,825
+9% +$73.1K 1.01% 13
2018
Q4 		$889K Sell
21,455
-200
-0.9% -$8.3K 1.24% 12
2018
Q3 		$905K Buy
21,655
+342
+2% +$13.2K 0.88% 14
2018
Q2 		$734K Buy
21,313
+1,716
+9% +$58.6K 0.72% 15
2018
Q1 		$660K Buy
19,597
+2,124
+12% +$73K 0.72% 15
2017
Q4 		$600K Sell
17,473
-53
-0.3% -$1.81K 0.58% 17
2017
Q3 		$594K Buy
17,526
+4,443
+34% +$143K 0.53% 14
2017
Q2 		$417K Buy
+13,083
New +$413K 0.41% 11

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

Mountain Capital Investment Advisors's PFE Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 8,234 shares — an estimated $211K sold.

Mountain Capital Investment Advisors first reported a position in PFE in Q2 2017 and held it in 28 quarters. The position peaked at $2.69M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Mountain Capital Investment Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 8,234 Pfizer shares in Q1 2026, an estimated $211K.
  • Mountain Capital Investment Advisors first reported a position in Pfizer in Q2 2017 and held it in 28 quarters.
  • Mountain Capital Investment Advisors's Pfizer position peaked at $2.69M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.