Pointe Capital Management’s Pfizer PFE Stock Holding History

Pointe Capital 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	$283K	Hold	10,080	–	–	0.14%	124
2025 Q4	$251K	Buy	10,080 +168	+2%	+$4.24K	0.12%	133
2025 Q3	$253K	Hold	9,912	–	–	0.12%	138
2025 Q2	$240K	Sell	9,912 -146	-1%	-$3.4K	0.12%	137
2025 Q1	$255K	Hold	10,058	–	–	0.15%	129
2024 Q4	$267K	Sell	10,058 -300	-3%	-$8.14K	0.15%	128
2024 Q3	$300K	Sell	10,358 -70	-0.7%	-$2.04K	0.17%	121
2024 Q2	$292K	Sell	10,428 -161	-2%	-$4.43K	0.18%	120
2024 Q1	$294K	Sell	10,589 -446	-4%	-$12.4K	0.18%	122
2023 Q4	$318K	Hold	11,035	–	–	0.22%	114
2023 Q3	$366K	Hold	11,035	–	–	0.27%	93
2023 Q2	$405K	Buy	11,035 +600	+6%	+$23.4K	0.31%	90
2023 Q1	$426K	Buy	10,435 +292	+3%	+$12.6K	0.31%	82
2022 Q4	$520K	Hold	10,143	–	–	0.4%	65
2022 Q3	$444K	Hold	10,143	–	–	0.35%	73
2022 Q2	$532K	Hold	10,143	–	–	0.4%	65
2022 Q1	$525K	Sell	10,143 -398	-4%	-$20.7K	0.34%	79
2021 Q4	$622K	Sell	10,541 -131	-1%	-$6.49K	0.38%	70
2021 Q3	$459K	Buy	10,672 +229	+2%	+$10.1K	0.32%	88
2021 Q2	$409K	Buy	10,443 +44	+0.4%	+$1.71K	0.29%	98
2021 Q1	$377K	Buy	10,399 +25	+0.2%	+$888	0.27%	96
2020 Q4	$382K	Sell	10,374 -560	-5%	-$20.5K	0.33%	88
2020 Q3	$381K	Sell	10,934 -930	-8%	-$32.6K	0.33%	85
2020 Q2	$368K	Hold	11,864	–	–	0.33%	89
2020 Q1	$367K	Buy	11,864 +2,046	+21%	+$69.7K	0.36%	76
2019 Q4	$365K	Hold	9,818	–	–	0.31%	94
2019 Q3	$335K	Hold	9,818	–	–	0.28%	104
2019 Q2	$403K	Buy	+9,818	New	+$390K	0.33%	90
2018 Q2	–	Sell	-8,718	Closed	-$294K	–	150
2018 Q1	$294K	Buy	8,718 +93	+1%	+$3.2K	0.25%	117
2017 Q4	$296K	Sell	8,625 -280	-3%	-$9.55K	0.24%	121
2017 Q3	$302K	Buy	8,905 +110	+1%	+$3.54K	0.22%	122
2017 Q2	$281K	Sell	8,795 -936	-10%	-$29.5K	0.2%	132
2017 Q1	$316K	Sell	9,731 -13,988	-59%	-$441K	0.24%	113
2016 Q4	$731K	Buy	23,719 +14,194	+149%	+$433K	0.42%	54
2016 Q3	$306K	Sell	9,525 -330	-3%	-$11K	0.22%	123
2016 Q2	$329K	Sell	9,855 -1,422	-13%	-$45.4K	0.24%	117
2016 Q1	$317K	Buy	11,277 +787	+8%	+$22.5K	0.25%	115
2015 Q4	$321K	Sell	10,490 -1,252	-11%	-$39.4K	0.23%	117
2015 Q3	$350K	Buy	11,742 +528	+5%	+$16.9K	0.21%	115
2015 Q2	$357K	Buy	11,214 +1,200	+12%	+$39.1K	0.16%	128
2015 Q1	$331K	Buy	+10,014	New	+$318K	0.15%	117

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

Pointe Capital Management's PFE Position: Q1 2026 in Review

Pointe Capital Management held its Pfizer (PFE) position steady in Q1 2026 at 10,080 shares worth $283K. The position accounts for 0.14% of the portfolio, ranked #124.

Pointe Capital Management first reported a position in PFE in Q1 2015 and has held it in 41 quarters since. The position peaked at $731K in Q4 2016. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Pointe Capital Management held 10,080 shares of Pfizer worth $283K as of Q1 2026.
Pointe Capital Management left its Pfizer share count unchanged in Q1 2026.
Pfizer made up 0.14% of Pointe Capital Management's portfolio in Q1 2026, its #124 holding.
Pointe Capital Management first reported a position in Pfizer in Q1 2015 and has held it in 41 quarters since.
Pointe Capital Management's Pfizer position peaked at $731K in Q4 2016.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.