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NBZ Investment Advisors’s Pfizer PFE Stock Holding History

NBZ 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 		$56.2K Sell
2,000
-2,000
-50% -$53.2K 0.02% 62
2025
Q4 		$99.6K Sell
4,000
-600
-13% -$15.1K 0.04% 51
2025
Q3 		$117K Hold
4,600
– – 0.06% 47
2025
Q2 		$112K Hold
4,600
– – 0.06% 50
2025
Q1 		$117K Hold
4,600
– – 0.07% 50
2024
Q4 		$122K Buy
+4,600
New +$125K 0.07% 45

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

NBZ Investment Advisors's PFE Position: Q1 2026 in Review

NBZ Investment Advisors reduced its Pfizer (PFE) stake by 15% in Q1 2026, selling an estimated $92.1K and leaving 19,023 shares worth $534K. The position accounts for 0.23% of the portfolio, ranked #35.

NBZ Investment Advisors first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $577K in Q3 2025. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • NBZ Investment Advisors held 19,023 shares of Pfizer worth $534K as of Q1 2026.
  • NBZ Investment Advisors sold 3,460 Pfizer shares in Q1 2026, an estimated $92.1K.
  • Pfizer made up 0.23% of NBZ Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • NBZ Investment Advisors first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • NBZ Investment Advisors's Pfizer position peaked at $577K in Q3 2025.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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