Pinnacle Associates’s Pfizer PFE Stock Holding History

Pinnacle Associates’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	$11.6M	Sell	413,133 -31,221	-7%	-$831K	0.15%	146
2025 Q4	$11.1M	Sell	444,354 -89,208	-17%	-$2.25M	0.14%	156
2025 Q3	$13.6M	Sell	533,562 -10,504	-2%	-$259K	0.18%	131
2025 Q2	$13.2M	Sell	544,066 -18,644	-3%	-$435K	0.19%	124
2025 Q1	$14.3M	Sell	562,710 -11,507	-2%	-$301K	0.21%	107
2024 Q4	$15.2M	Sell	574,217 -210,348	-27%	-$5.71M	0.21%	103
2024 Q3	$22.6M	Buy	784,565 +37,208	+5%	+$1.09M	0.38%	69
2024 Q2	$20.9M	Sell	747,357 -5,942	-0.8%	-$164K	0.33%	83
2024 Q1	$20.9M	Sell	753,299 -31,266	-4%	-$868K	0.33%	82
2023 Q4	$22.6M	Sell	784,565 -49,274	-6%	-$1.49M	0.38%	70
2023 Q3	$27.7M	Sell	833,839 -30,205	-3%	-$1.07M	0.51%	44
2023 Q2	$31.7M	Buy	864,044 +75,814	+10%	+$2.95M	0.55%	41
2023 Q1	$32.2M	Sell	788,230 -5,546	-0.7%	-$240K	0.66%	35
2022 Q4	$40.7M	Buy	793,776 +4,635	+0.6%	+$222K	0.89%	18
2022 Q3	$34.5M	Sell	789,141 -6,181	-0.8%	-$300K	0.79%	28
2022 Q2	$41.7M	Sell	795,322 -19,708	-2%	-$1M	0.91%	17
2022 Q1	$42.2M	Buy	815,030 +34,108	+4%	+$1.77M	0.75%	29
2021 Q4	$46.1M	Sell	780,922 -7,107	-0.9%	-$352K	0.8%	27
2021 Q3	$33.9M	Buy	788,029 +16,133	+2%	+$715K	0.62%	43
2021 Q2	$30.2M	Sell	771,896 -5,749	-0.7%	-$224K	0.55%	47
2021 Q1	$28.2M	Buy	777,645 +30,217	+4%	+$1.07M	0.54%	51
2020 Q4	$27.5M	Sell	747,428 -28,710	-4%	-$1.05M	0.56%	51
2020 Q3	$27M	Buy	776,138 +12,861	+2%	+$451K	0.64%	39
2020 Q2	$23.7M	Buy	763,277 +23,892	+3%	+$812K	0.58%	47
2020 Q1	$22.9M	Buy	739,385 +39,403	+6%	+$1.34M	0.7%	35
2019 Q4	$26M	Sell	699,982 -510	-0.1%	-$18.2K	0.57%	51
2019 Q3	$23.9M	Buy	700,492 +230	+0%	+$8.36K	0.56%	50
2019 Q2	$28.8M	Sell	700,262 -4,798	-0.7%	-$191K	0.67%	41
2019 Q1	$28.4M	Buy	705,060 +4,000	+0.6%	+$160K	0.64%	43
2018 Q4	$29M	Sell	701,060 -13,682	-2%	-$568K	0.75%	31
2018 Q3	$29.9M	Sell	714,742 -7,637	-1%	-$294K	0.62%	45
2018 Q2	$24.9M	Sell	722,379 -7,695	-1%	-$263K	0.51%	56
2018 Q1	$24.6M	Sell	730,074 -16,490	-2%	-$567K	0.48%	56
2017 Q4	$25.7M	Sell	746,564 -16,777	-2%	-$572K	0.49%	57
2017 Q3	$25.9M	Sell	763,341 -40,870	-5%	-$1.31M	0.48%	65
2017 Q2	$25.6M	Sell	804,211 -9,401	-1%	-$296K	0.49%	59
2017 Q1	$26.4M	Sell	813,612 -16,254	-2%	-$512K	0.5%	51
2016 Q4	$25.6M	Sell	829,866 -744	-0.1%	-$22.7K	0.52%	54
2016 Q3	$26.7M	Buy	830,610 +4,462	+0.5%	+$149K	0.54%	54
2016 Q2	$27.6M	Buy	826,148 +67,689	+9%	+$2.16M	0.59%	45
2016 Q1	$21.3M	Sell	758,459 -11,217	-1%	-$320K	0.46%	61
2015 Q4	$23.6M	Buy	769,676 +14,178	+2%	+$446K	0.49%	57
2015 Q3	$22.5M	Buy	755,498 +13,787	+2%	+$442K	0.5%	57
2015 Q2	$23.6M	Buy	741,711 +2,057	+0.3%	+$67K	0.44%	65
2015 Q1	$24.4M	Buy	739,654 +19,075	+3%	+$606K	0.46%	63
2014 Q4	$21.3M	Buy	720,579 +36,560	+5%	+$1.05M	0.42%	68
2014 Q3	$19.2M	Buy	684,019 +5,107	+0.8%	+$143K	0.39%	73
2014 Q2	$19.1M	Sell	678,912 -7,589	-1%	-$216K	0.37%	76
2014 Q1	$20.9M	Sell	686,501 -19,452	-3%	-$580K	0.41%	70
2013 Q4	$20.5M	Sell	705,953 -1,908	-0.3%	-$55.5K	0.4%	71
2013 Q3	$19.3M	Buy	707,861 +3,758	+0.5%	+$102K	0.4%	70
2013 Q2	$18.7M	Buy	+704,103	New	+$19.5M	0.42%	69

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

Pinnacle Associates's PFE Position: Q1 2026 in Review

Pinnacle Associates reduced its Pfizer (PFE) stake by 7% in Q1 2026, selling an estimated $831K and leaving 413,133 shares worth $11.6M. The position accounts for 0.15% of the portfolio, ranked #146.

Pinnacle Associates first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.1M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Pinnacle Associates held 413,133 shares of Pfizer worth $11.6M as of Q1 2026.
Pinnacle Associates sold 31,221 Pfizer shares in Q1 2026, an estimated $831K.
Pfizer made up 0.15% of Pinnacle Associates's portfolio in Q1 2026, its #146 holding.
Pinnacle Associates first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
Pinnacle Associates's Pfizer position peaked at $46.1M in Q4 2021.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.