RI
PFE icon

Ridgewood Investments’s Pfizer PFE Stock Holding History

Ridgewood Investments’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 		$1.09M Buy
+38,948
New +$1.04M 0.45% 71
2025
Q3 		$1.46M Buy
76,186
+13,649
+22% +$337K 0.62% 46
2025
Q2 		$1.52M Sell
62,537
-18,288
-23% -$426K 0.65% 41
2025
Q1 		$1.58M Buy
80,825
+22,377
+38% +$586K 0.74% 30
2024
Q4 		$1.55M Buy
58,448
+6,925
+13% +$188K 0.75% 28
2024
Q3 		$1.49M Sell
51,523
-5,275
-9% -$154K 0.74% 28
2024
Q2 		$1.59M Sell
56,798
-402
-0.7% -$11.1K 0.8% 24
2024
Q1 		$1.59M Buy
57,200
+16,580
+41% +$460K 0.84% 29
2023
Q4 		$1.17M Buy
40,620
+4,532
+13% +$137K 0.69% 40
2023
Q3 		$1.2M Buy
36,088
+8,012
+29% +$283K 0.79% 35
2023
Q2 		$1.03M Buy
28,076
+22,277
+384% +$867K 0.59% 46
2023
Q1 		$237K Buy
5,799
+1,566
+37% +$67.6K 0.14% 157
2022
Q4 		$217K Buy
+4,233
New +$203K 0.15% 171
2022
Q3 		– Sell
-4,737
Closed -$248K – 186
2022
Q2 		$248K Sell
4,737
-1,360
-22% -$69.3K 0.2% 150
2022
Q1 		$316K Sell
6,097
-7,268
-54% -$377K 0.21% 140
2021
Q4 		$789K Sell
13,365
-2,335
-15% -$116K 0.5% 71
2021
Q3 		$675K Sell
15,700
-11,142
-42% -$494K 0.46% 73
2021
Q2 		$1.05M Sell
26,842
-2,984
-10% -$116K 0.67% 52
2021
Q1 		$1.08M Buy
29,826
+7,899
+36% +$280K 0.66% 44
2020
Q4 		$805K Sell
21,927
-1,184
-5% -$43.4K 0.63% 44
2020
Q3 		$805K Buy
23,111
+1,142
+5% +$40K 0.63% 45
2020
Q2 		$682K Buy
21,969
+2,376
+12% +$80.7K 0.56% 52
2020
Q1 		$607K Buy
+19,593
New +$668K 0.62% 45
2019
Q1 		– Sell
-7,970
Closed -$333K – 195
2018
Q4 		$333K Hold
7,970
– – 0.27% 109
2018
Q3 		$333K Buy
7,970
+691
+9% +$26.6K 0.26% 110
2018
Q2 		$251K Buy
+7,279
New +$249K 0.22% 132

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

Ridgewood Investments's PFE Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Pfizer (PFE) in Q1 2026: 38,948 shares worth $1.09M. The stake represents 0.45% of the portfolio and ranks #71 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in PFE as recently as Q3 2025.

Ridgewood Investments first reported a position in PFE in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.59M in Q2 2024. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Ridgewood Investments held 38,948 shares of Pfizer worth $1.09M as of Q1 2026.
  • Pfizer was a new Ridgewood Investments position in Q1 2026.
  • Pfizer made up 0.45% of Ridgewood Investments's portfolio in Q1 2026, its #71 holding.
  • Ridgewood Investments first reported a position in Pfizer in Q2 2018 and has held it in 26 quarters since.
  • Ridgewood Investments's Pfizer position peaked at $1.59M in Q2 2024.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.