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Orca Investment Management’s Pfizer PFE Stock Holding History

Orca Investment 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
Q1 		$681K Sell
24,268
-867
-3% -$23.1K 0.58% 39
2025
Q4 		$626K Sell
25,135
-786
-3% -$19.8K 0.49% 41
2025
Q3 		$660K Sell
25,921
-70
-0.3% -$1.73K 0.54% 42
2025
Q2 		$630K Buy
25,991
+177
+0.7% +$4.13K 0.57% 42
2025
Q1 		$654K Buy
25,814
+54
+0.2% +$1.41K 0.65% 38
2024
Q4 		$683K Sell
25,760
-2,019
-7% -$54.8K 0.64% 36
2024
Q3 		$804K Buy
27,779
+7,765
+39% +$227K 0.73% 35
2024
Q2 		$560K Buy
20,014
+37
+0.2% +$1.02K 0.53% 41
2024
Q1 		$554K Sell
19,977
-1,218
-6% -$33.8K 0.52% 42
2023
Q4 		$610K Sell
21,195
-15
-0.1% -$453 0.59% 42
2023
Q3 		$704K Buy
21,210
+4,882
+30% +$173K 0.78% 37
2023
Q2 		$599K Buy
16,328
+131
+0.8% +$5.1K 0.65% 41
2023
Q1 		$661K Buy
16,197
+8
+0% +$346 0.81% 38
2022
Q4 		$830K Buy
16,189
+66
+0.4% +$3.16K 1.05% 28
2022
Q3 		$706K Sell
16,123
-475
-3% -$23.1K 0.92% 31
2022
Q2 		$870K Buy
16,598
+263
+2% +$13.4K 0.8% 32
2022
Q1 		$846K Buy
16,335
+306
+2% +$15.9K 0.69% 34
2021
Q4 		$947K Sell
16,029
-719
-4% -$35.6K 0.78% 36
2021
Q3 		$720K Sell
16,748
-1,809
-10% -$80.1K 0.63% 42
2021
Q2 		$727K Sell
18,557
-1,694
-8% -$65.9K 0.66% 42
2021
Q1 		$734K Sell
20,251
-639
-3% -$22.7K 0.76% 39
2020
Q4 		$769K Buy
+20,890
New +$766K 0.8% 38
2019
Q3 		$852K Buy
24,983
+28
+0.1% +$1.02K 1% 33
2019
Q2 		$1.03M Sell
24,955
-178
-0.7% -$7.07K 1.14% 33
2019
Q1 		$1.01M Buy
25,133
+470
+2% +$18.8K 1.16% 34
2018
Q4 		$1.02M Buy
24,663
+649
+3% +$26.9K 1.31% 28
2018
Q3 		$1M Sell
24,014
-1,299
-5% -$50K 1.01% 34
2018
Q2 		$871K Buy
25,313
+1,342
+6% +$45.9K 0.93% 39
2018
Q1 		$807K Sell
23,971
-8,074
-25% -$278K 0.92% 42
2017
Q4 		$1.1M Sell
32,045
-81,120
-72% -$2.77M 0.96% 42
2017
Q3 		$3.83M Sell
113,165
-2,420
-2% -$77.8K 3.4% 4
2017
Q2 		$3.68M Sell
115,585
-1,442
-1% -$45.5K 3.44% 8
2017
Q1 		$3.8M Sell
117,027
-389
-0.3% -$12.3K 3.46% 8
2016
Q4 		$3.62M Sell
117,416
-336
-0.3% -$10.3K 3.53% 8
2016
Q3 		$3.78M Sell
117,752
-1,532
-1% -$51.2K 3.94% 4
2016
Q2 		$3.98M Sell
119,284
-662
-0.6% -$21.1K 3.89% 4
2016
Q1 		$3.37M Sell
119,946
-1,489
-1% -$42.5K 3.81% 4
2015
Q4 		$3.72M Sell
121,435
-2,554
-2% -$80.3K 4.1% 3
2015
Q3 		$3.69M Sell
123,989
-1,175
-0.9% -$37.7K 4.53% 2
2015
Q2 		$3.98M Buy
125,164
+369
+0.3% +$12K 3.67% 2
2015
Q1 		$4.12M Buy
124,795
+92
+0.1% +$2.92K 3.67% 2
2014
Q4 		$3.69M Buy
124,703
+495
+0.4% +$14.2K 3.27% 4
2014
Q3 		$3.48M Buy
124,208
+17,328
+16% +$486K 3% 9
2014
Q2 		$3.01M Buy
106,880
+3,900
+4% +$111K 2.38% 13
2014
Q1 		$3.14M Buy
102,980
+901
+0.9% +$26.9K 2.61% 11
2013
Q4 		$2.97M Buy
+102,079
New +$2.97M 2.41% 12

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

Orca Investment Management's PFE Position: Q1 2026 in Review

Orca Investment Management reduced its Pfizer (PFE) stake by 3.4% in Q1 2026, selling an estimated $23.1K and leaving 24,268 shares worth $681K. The position accounts for 0.58% of the portfolio, ranked #39.

Orca Investment Management first reported a position in PFE in Q4 2013 and has held it in 46 quarters since. The position peaked at $4.12M in Q1 2015. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Orca Investment Management held 24,268 shares of Pfizer worth $681K as of Q1 2026.
  • Orca Investment Management sold 867 Pfizer shares in Q1 2026, an estimated $23.1K.
  • Pfizer made up 0.58% of Orca Investment Management's portfolio in Q1 2026, its #39 holding.
  • Orca Investment Management first reported a position in Pfizer in Q4 2013 and has held it in 46 quarters since.
  • Orca Investment Management's Pfizer position peaked at $4.12M in Q1 2015.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.