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Phoenix Financial’s Pfizer PFE Stock Holding History

Phoenix Financial’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 		$4.55M Buy
162,237
+2,186
+1% +$58.2K 0.04% 125
2025
Q4 		$3.98M Buy
160,051
+7,879
+5% +$199K 0.04% 145
2025
Q3 		$3.88M Buy
152,172
+75,569
+99% +$1.87M 0.05% 152
2025
Q2 		$1.86M Buy
76,603
+30,805
+67% +$718K 0.02% 190
2025
Q1 		$1.16M Sell
45,798
-21,692
-32% -$568K 0.02% 207
2024
Q4 		$1.79M Buy
67,490
+764
+1% +$20.7K 0.02% 191
2024
Q3 		$1.93M Sell
66,726
-9,784
-13% -$285K 0.03% 188
2024
Q2 		$2.13M Sell
76,510
-12,120
-14% -$334K 0.03% 179
2024
Q1 		$2.46M Sell
88,630
-31,530
-26% -$875K 0.03% 177
2023
Q4 		$3.89M Sell
120,160
-22,187
-16% -$671K 0.06% 136
2023
Q3 		$4.67M Sell
142,347
-13,805
-9% -$488K 0.09% 110
2023
Q2 		$5.69M Buy
156,152
+135,510
+656% +$5.27M 0.12% 90
2023
Q1 		$844K Buy
20,642
+5,677
+38% +$245K 0.02% 196
2022
Q4 		$767K Buy
+14,965
New +$717K 0.01% 203
2020
Q4 		– Sell
-88,703
Closed -$2.88M – 412
2020
Q3 		$2.88M Buy
88,703
+23,109
+35% +$810K 0.12% 125
2020
Q2 		$1.92M Buy
65,594
+2,446
+4% +$83.1K 0.08% 169
2020
Q1 		$1.9M Buy
+63,148
New +$2.15M 0.1% 157

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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 $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Phoenix Financial's PFE Position: Q1 2026 in Review

Phoenix Financial increased its Pfizer (PFE) stake by 1.4% in Q1 2026, buying an estimated $58.2K and bringing the position to 162,237 shares worth $4.55M. The position accounts for 0.04% of the portfolio, ranked #125.

Phoenix Financial first reported a position in PFE in Q1 2020 and has held it in 17 quarters since. The position peaked at $5.69M in Q2 2023. 2,946 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Phoenix Financial held 162,237 shares of Pfizer worth $4.55M as of Q1 2026.
  • Phoenix Financial bought 2,186 Pfizer shares in Q1 2026, an estimated $58.2K.
  • Pfizer made up 0.04% of Phoenix Financial's portfolio in Q1 2026, its #125 holding.
  • Phoenix Financial first reported a position in Pfizer in Q1 2020 and has held it in 17 quarters since.
  • Phoenix Financial's Pfizer position peaked at $5.69M in Q2 2023.
  • 2,946 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.