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Sage Mountain Advisors’s Pfizer PFE Stock Holding History

Sage Mountain 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
-25,944
Closed -$646K – 492
2025
Q4 		$646K Sell
25,944
-1,013
-4% -$25.5K 0.03% 237
2025
Q3 		$687K Buy
26,957
+4,168
+18% +$103K 0.04% 216
2025
Q2 		$552K Buy
22,789
+7,322
+47% +$171K 0.04% 225
2025
Q1 		$392K Sell
15,467
-5,120
-25% -$134K 0.03% 257
2024
Q4 		$546K Buy
20,587
+1,404
+7% +$38.1K 0.04% 195
2024
Q3 		$555K Buy
19,183
+6,185
+48% +$180K 0.05% 184
2024
Q2 		$364K Sell
12,998
-819
-6% -$22.5K 0.03% 220
2024
Q1 		$383K Sell
13,817
-3,091
-18% -$85.8K 0.04% 198
2023
Q4 		$487K Sell
16,908
-6,255
-27% -$189K 0.06% 134
2023
Q3 		$768K Sell
23,163
-2,711
-10% -$95.9K 0.11% 86
2023
Q2 		$949K Buy
25,874
+743
+3% +$28.9K 0.14% 74
2023
Q1 		$1.03M Buy
25,131
+10,108
+67% +$437K 0.17% 63
2022
Q4 		$770K Buy
15,023
+3,081
+26% +$148K 0.18% 52
2022
Q3 		$523K Sell
11,942
-68
-0.6% -$3.3K 0.14% 63
2022
Q2 		$630K Buy
12,010
+659
+6% +$33.6K 0.11% 174
2022
Q1 		$588K Sell
11,351
-1,166
-9% -$60.5K 0.09% 233
2021
Q4 		$739K Buy
12,517
+748
+6% +$37.1K 0.09% 215
2021
Q3 		$506K Buy
11,769
+16
+0.1% +$709 0.07% 257
2021
Q2 		$460K Buy
11,753
+1,803
+18% +$70.1K 0.08% 244
2021
Q1 		$360K Buy
9,950
+2,864
+40% +$102K 0.08% 204
2020
Q4 		$261K Buy
+7,086
New +$260K 0.09% 148

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

Sage Mountain Advisors's PFE Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 25,944 shares — an estimated $646K sold.

Sage Mountain Advisors first reported a position in PFE in Q4 2020 and held it in 21 quarters. The position peaked at $1.03M in Q1 2023. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 25,944 Pfizer shares in Q1 2026, an estimated $646K.
  • Sage Mountain Advisors first reported a position in Pfizer in Q4 2020 and held it in 21 quarters.
  • Sage Mountain Advisors's Pfizer position peaked at $1.03M in Q1 2023.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.