Plato Investment Management’s Pfizer PFE Stock Holding History

Plato 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	$4.47M	Sell	159,237 -68,362	-30%	-$1.82M	0.3%	76
2025 Q4	$5.69M	Buy	227,599 +8,329	+4%	+$210K	0.37%	59
2025 Q3	$5.54M	Buy	219,270 +6,752	+3%	+$167K	0.38%	57
2025 Q2	$5.13M	Buy	212,518 +23,646	+13%	+$551K	0.39%	55
2025 Q1	$4.84M	Sell	188,872 -17,407	-8%	-$455K	0.41%	50
2024 Q4	$5.49M	Buy	206,279 +47,834	+30%	+$1.3M	0.4%	50
2024 Q3	$4.58M	Buy	158,445 +16,327	+11%	+$476K	0.37%	59
2024 Q2	$3.98M	Buy	142,118 +9,091	+7%	+$250K	0.37%	62
2024 Q1	$3.69M	Buy	133,027 +125,703	+1,716%	+$3.49M	0.38%	68
2023 Q4	$211K	Buy	+7,324	New	+$221K	0.26%	96

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

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

Plato Investment Management reduced its Pfizer (PFE) stake by 30% in Q1 2026, selling an estimated $1.82M and leaving 159,237 shares worth $4.47M. The position accounts for 0.3% of the portfolio, ranked #76.

Plato Investment Management first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.69M in Q4 2025. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Plato Investment Management held 159,237 shares of Pfizer worth $4.47M as of Q1 2026.
Plato Investment Management sold 68,362 Pfizer shares in Q1 2026, an estimated $1.82M.
Pfizer made up 0.3% of Plato Investment Management's portfolio in Q1 2026, its #76 holding.
Plato Investment Management first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Pfizer position peaked at $5.69M in Q4 2025.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.