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
2025 Q3	–	Sell	-19,000	Closed	-$4.82K	–	548
2025 Q2	$4.82K	Buy	+19,000	New	+$443K	﹤0.01%	601
2025 Q1	–	Sell	-19,000	Closed	-$19.1K	–	727
2024 Q4	$19.1K	Buy	19,000 +11,000	+138%	+$298K	0.01%	427
2024 Q3	$9.1K	Hold	8,000	–	–	﹤0.01%	518
2024 Q2	$10.8K	Hold	8,000	–	–	0.01%	501
2024 Q1	$14K	Hold	8,000	–	–	0.01%	195
2023 Q4	$16.4K	Buy	8,000 +4,000	+100%	+$121K	0.01%	181
2023 Q3	$9.24K	Buy	+4,000	New	+$141K	0.01%	174

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

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.