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Optimist Retirement Group’s Pfizer PFE Stock Holding History

Optimist Retirement Group’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 		$2.62M Buy
93,218
+56,204
+152% +$1.5M 1.15% 21
2025
Q4 		$922K Sell
37,014
-50,690
-58% -$1.28M 0.42% 40
2025
Q3 		$2.23M Buy
87,704
+2,832
+3% +$69.9K 1.01% 33
2025
Q2 		$2.06M Buy
84,872
+935
+1% +$21.8K 0.99% 35
2025
Q1 		$2.13M Buy
83,937
+55,823
+199% +$1.46M 1.06% 33
2024
Q4 		$746K Sell
28,114
-46,223
-62% -$1.25M 0.35% 45
2024
Q3 		$2.15M Buy
74,337
+492
+0.7% +$14.4K 0.97% 35
2024
Q2 		$2.07M Buy
73,845
+8,195
+12% +$226K 1.09% 26
2024
Q1 		$1.82M Buy
65,650
+55,630
+555% +$1.54M 0.94% 30
2023
Q4 		$288K Buy
+10,020
New +$303K 0.19% 57

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

Optimist Retirement Group's PFE Position: Q1 2026 in Review

Optimist Retirement Group increased its Pfizer (PFE) stake by 152% in Q1 2026, buying an estimated $1.5M and bringing the position to 93,218 shares worth $2.62M. The position accounts for 1.15% of the portfolio, ranked #21.

Optimist Retirement Group first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Optimist Retirement Group held 93,218 shares of Pfizer worth $2.62M as of Q1 2026.
  • Optimist Retirement Group bought 56,204 Pfizer shares in Q1 2026, an estimated $1.5M.
  • Pfizer made up 1.15% of Optimist Retirement Group's portfolio in Q1 2026, its #21 holding.
  • Optimist Retirement Group first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.