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Safeguard Investment Advisory Group’s Pfizer PFE Stock Holding History

Safeguard Investment Advisory Group’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 		$261K Sell
9,281
-715
-7% -$19K 0.07% 111
2025
Q4 		$249K Buy
9,996
+443
+5% +$11.2K 0.06% 114
2025
Q3 		$243K Buy
+9,553
New +$236K 0.06% 119
2025
Q2 		– Sell
-7,895
Closed -$200K – 152
2025
Q1 		$200K Buy
+7,895
New +$207K 0.05% 134
2024
Q4 		– Sell
-7,632
Closed -$221K – 126
2024
Q3 		$221K Buy
+7,632
New +$223K 0.06% 100
2024
Q2 		– Sell
-8,358
Closed -$232K – 115
2024
Q1 		$232K Sell
8,358
-1,629
-16% -$45.2K 0.08% 89
2023
Q4 		$288K Buy
9,987
+371
+4% +$11.2K 0.11% 72
2023
Q3 		$319K Sell
9,616
-46
-0.5% -$1.63K 0.14% 67
2023
Q2 		$355K Sell
9,662
-14
-0.1% -$545 0.15% 65
2023
Q1 		$395K Buy
9,676
+226
+2% +$9.76K 0.19% 63
2022
Q4 		$484K Buy
9,450
+584
+7% +$28K 0.3% 48
2022
Q3 		$387K Buy
8,866
+4,832
+120% +$235K 0.27% 52
2022
Q2 		$208K Hold
4,034
– – 0.13% 88
2022
Q1 		$208K Sell
4,034
-467
-10% -$24.2K 0.14% 80
2021
Q4 		$265K Buy
+4,501
New +$223K 0.15% 78
2021
Q1 		– Sell
-3,710
Closed -$136K – 518
2020
Q4 		$136K Buy
+3,710
New +$136K 0.12% 97

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

Safeguard Investment Advisory Group's PFE Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Pfizer (PFE) stake by 7.2% in Q1 2026, selling an estimated $19K and leaving 9,281 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #111.

Safeguard Investment Advisory Group first reported a position in PFE in Q4 2020 and has held it in 16 quarters since. The position peaked at $484K in Q4 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Safeguard Investment Advisory Group held 9,281 shares of Pfizer worth $261K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 715 Pfizer shares in Q1 2026, an estimated $19K.
  • Pfizer made up 0.07% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #111 holding.
  • Safeguard Investment Advisory Group first reported a position in Pfizer in Q4 2020 and has held it in 16 quarters since.
  • Safeguard Investment Advisory Group's Pfizer position peaked at $484K in Q4 2022.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.