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Quantum Financial Advisors’s Pfizer PFE Stock Holding History

Quantum Financial Advisors’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 		– Sell
-8,220
Closed -$205K – 249
2025
Q4 		$205K Buy
+8,220
New +$207K 0.02% 216
2023
Q4 		– Sell
-9,555
Closed -$317K – 129
2023
Q3 		$317K Buy
9,555
+3,486
+57% +$123K 0.09% 74
2023
Q2 		$223K Buy
6,069
+998
+20% +$38.8K 0.07% 89
2023
Q1 		$207K Hold
5,071
– – 0.07% 92
2022
Q4 		$260K Buy
5,071
+2
+0% +$96 0.12% 65
2022
Q3 		$222K Buy
5,069
+562
+12% +$27.3K 0.1% 71
2022
Q2 		$225K Buy
+4,507
New +$230K 0.08% 84

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $146B AUM 55.73% 1-Year Est. Return

Quantum Financial Advisors's PFE Position: Q1 2026 in Review

Quantum Financial Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 8,220 shares — an estimated $205K sold.

Quantum Financial Advisors first reported a position in PFE in Q2 2022 and held it in 7 quarters. The position peaked at $317K in Q3 2023. 2,953 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Quantum Financial Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Quantum Financial Advisors sold 8,220 Pfizer shares in Q1 2026, an estimated $205K.
  • Quantum Financial Advisors first reported a position in Pfizer in Q2 2022 and held it in 7 quarters.
  • Quantum Financial Advisors's Pfizer position peaked at $317K in Q3 2023.
  • 2,953 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Quantum Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.