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Pacific Point Advisors’s Pfizer PFE Stock Holding History

Pacific Point 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
-12,418
Closed -$309K – 142
2025
Q4 		$309K Buy
12,418
+430
+4% +$10.8K 0.17% 117
2025
Q3 		$305K Sell
11,988
-89
-0.7% -$2.2K 0.18% 105
2025
Q2 		$293K Sell
12,077
-3,760
-24% -$87.7K 0.16% 104
2025
Q1 		$401K Sell
15,837
-7,671
-33% -$201K 0.22% 88
2024
Q4 		$608K Buy
+23,508
New +$638K 0.37% 62

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

Pacific Point Advisors's PFE Position: Q1 2026 in Review

Pacific Point Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 12,418 shares — an estimated $309K sold.

Pacific Point Advisors first reported a position in PFE in Q4 2024 and held it in 5 quarters. The position peaked at $608K in Q4 2024. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Pacific Point Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Pacific Point Advisors sold 12,418 Pfizer shares in Q1 2026, an estimated $309K.
  • Pacific Point Advisors first reported a position in Pfizer in Q4 2024 and held it in 5 quarters.
  • Pacific Point Advisors's Pfizer position peaked at $608K in Q4 2024.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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