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Regal Investment Advisors’s Pfizer PFE Stock Holding History

Regal Investment 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 		$10.9M Buy
387,317
+20,784
+6% +$553K 0.63% 30
2025
Q4 		$9.13M Buy
366,533
+16,599
+5% +$419K 0.55% 40
2025
Q3 		$8.92M Buy
349,934
+36,352
+12% +$897K 0.58% 37
2025
Q2 		$7.6M Buy
313,582
+25,007
+9% +$583K 0.57% 43
2025
Q1 		$7.31M Sell
288,575
-26,350
-8% -$690K 0.59% 41
2024
Q4 		$8.35M Sell
314,925
-4,307
-1% -$117K 0.63% 39
2024
Q3 		$9.24M Buy
319,232
+36,834
+13% +$1.07M 0.65% 32
2024
Q2 		$7.9M Buy
282,398
+19,091
+7% +$526K 0.52% 47
2024
Q1 		$7.31M Buy
263,307
+58,142
+28% +$1.61M 0.5% 48
2023
Q4 		$5.91M Sell
205,165
-6,846
-3% -$207K 0.45% 63
2023
Q3 		$7.03M Sell
212,011
-398
-0.2% -$14.1K 0.59% 40
2023
Q2 		$7.79M Buy
212,409
+9,069
+4% +$353K 0.65% 36
2023
Q1 		$8.3M Buy
203,340
+11,428
+6% +$494K 0.73% 29
2022
Q4 		$9.83M Buy
191,912
+10,453
+6% +$501K 0.95% 26
2022
Q3 		$7.94M Buy
181,459
+15,870
+10% +$771K 0.84% 27
2022
Q2 		$8.68M Sell
165,589
-11,016
-6% -$561K 0.9% 24
2022
Q1 		$9.14M Buy
176,605
+7,931
+5% +$412K 0.84% 27
2021
Q4 		$9.96M Sell
168,674
-3,126
-2% -$155K 0.88% 24
2021
Q3 		$7.39M Buy
171,800
+27,317
+19% +$1.21M 0.72% 30
2021
Q2 		$5.66M Buy
+144,483
New +$5.62M 0.57% 41
2021
Q1 		– Sell
-179,969
Closed -$6.63M – 311
2020
Q4 		$6.63M Buy
+179,969
New +$6.6M 0.75% 32
2020
Q3 		– Sell
-182,816
Closed -$5.67M – 197
2020
Q2 		$5.67M Buy
+182,816
New +$6.21M 1.04% 22
2020
Q1 		– Sell
-174,594
Closed -$6.49M – 227
2019
Q4 		$6.49M Buy
174,594
+55,163
+46% +$1.96M 1.17% 18
2019
Q3 		$4.07M Sell
119,431
-3,008
-2% -$109K 0.79% 30
2019
Q2 		$5.03M Buy
122,439
+15,840
+15% +$629K 0.98% 25
2019
Q1 		$4.29M Buy
106,599
+11,401
+12% +$457K 0.87% 26
2018
Q4 		$3.94M Buy
95,198
+11,282
+13% +$468K 0.86% 28
2018
Q3 		$3.51M Buy
83,916
+49,362
+143% +$1.9M 0.74% 34
2018
Q2 		$1.19M Sell
34,554
-51,111
-60% -$1.75M 0.36% 95
2018
Q1 		$2.88M Buy
85,665
+5,997
+8% +$206K 0.64% 42
2017
Q4 		$2.74M Buy
79,668
+17,920
+29% +$611K 0.61% 45
2017
Q3 		$2.09M Buy
61,748
+23,800
+63% +$765K 0.49% 71
2017
Q2 		$1.21M Sell
37,948
-774
-2% -$24.4K 0.3% 101
2017
Q1 		$1.26M Buy
38,722
+1,060
+3% +$33.4K 0.33% 93
2016
Q4 		$1.16M Buy
37,662
+1,553
+4% +$47.4K 0.32% 97
2016
Q3 		$1.16M Buy
36,109
+1,513
+4% +$50.6K 0.33% 95
2016
Q2 		$1.16M Buy
34,596
+50
+0.1% +$1.6K 0.32% 96
2016
Q1 		$971K Buy
34,546
+589
+2% +$16.8K 0.26% 106
2015
Q4 		$1.04M Buy
33,957
+10,852
+47% +$341K 0.27% 107
2015
Q3 		$688K Buy
23,105
+1,804
+8% +$57.8K 0.18% 130
2015
Q2 		$677K Sell
21,301
-1,457
-6% -$47.5K 0.18% 126
2015
Q1 		$751K Buy
22,758
+1,725
+8% +$54.8K 0.19% 128
2014
Q4 		$622K Buy
21,033
+1,512
+8% +$43.4K 0.17% 133
2014
Q3 		$548K Buy
19,521
+1,518
+8% +$42.6K 0.17% 140
2014
Q2 		$507K Buy
18,003
+9,061
+101% +$258K 0.18% 132
2014
Q1 		$273K Buy
8,942
+4,723
+112% +$141K 0.12% 161
2013
Q4 		$123K Sell
4,219
-3,756
-47% -$109K 0.07% 189
2013
Q3 		$217K Sell
7,975
-1,155
-13% -$31.4K 0.13% 159
2013
Q2 		$243K Buy
+9,130
New +$252K 0.13% 146

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 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 $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Regal Investment Advisors's PFE Position: Q1 2026 in Review

Regal Investment Advisors increased its Pfizer (PFE) stake by 5.7% in Q1 2026, buying an estimated $553K and bringing the position to 387,317 shares worth $10.9M. The position accounts for 0.63% of the portfolio, ranked #30.

Regal Investment Advisors first reported a position in PFE in Q2 2013 and has held it in 49 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Regal Investment Advisors held 387,317 shares of Pfizer worth $10.9M as of Q1 2026.
  • Regal Investment Advisors bought 20,784 Pfizer shares in Q1 2026, an estimated $553K.
  • Pfizer made up 0.63% of Regal Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Regal Investment Advisors first reported a position in Pfizer in Q2 2013 and has held it in 49 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.