PCG Asset Management’s Pfizer PFE Stock Holding History

PCG Asset 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	$302K	Sell	10,757 -300	-3%	-$7.99K	0.24%	67
2025 Q4	$286K	Sell	11,057 -100	-0.9%	-$2.52K	0.23%	65
2025 Q3	$284K	Sell	11,157 -1,025	-8%	-$25.3K	0.23%	66
2025 Q2	$295K	Buy	12,182 +2,225	+22%	+$51.9K	0.25%	65
2025 Q1	$252K	Sell	9,957 -575	-5%	-$15K	0.24%	68
2024 Q4	$279K	Buy	+10,532	New	+$286K	0.25%	67

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

PCG Asset Management's PFE Position: Q1 2026 in Review

PCG Asset Management reduced its Pfizer (PFE) stake by 2.7% in Q1 2026, selling an estimated $7.99K and leaving 10,757 shares worth $302K. The position accounts for 0.24% of the portfolio, ranked #67.

PCG Asset Management first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

PCG Asset Management held 10,757 shares of Pfizer worth $302K as of Q1 2026.
PCG Asset Management sold 300 Pfizer shares in Q1 2026, an estimated $7.99K.
Pfizer made up 0.24% of PCG Asset Management's portfolio in Q1 2026, its #67 holding.
PCG Asset Management first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on PCG Asset Management's 13F filing for Q1 2026, filed 12 May 2026.