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Sargent Investment Group’s Pfizer PFE Stock Holding History

Sargent Investment 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 		$280K Sell
9,977
-1,467
-13% -$39.1K 0.04% 212
2025
Q4 		$285K Buy
+11,444
New +$289K 0.04% 215
2025
Q3 		– Sell
-9,967
Closed -$239K – 200
2025
Q2 		$239K Buy
9,967
+1,620
+19% +$37.8K 0.03% 216
2025
Q1 		$212K Buy
8,347
+254
+3% +$6.65K 0.03% 214
2024
Q4 		$217K Buy
8,093
+536
+7% +$14.5K 0.04% 215
2024
Q3 		$219K Sell
7,557
-1,150
-13% -$33.5K 0.04% 197
2024
Q2 		$244K Buy
8,707
+250
+3% +$6.88K 0.05% 187
2024
Q1 		$235K Sell
8,457
-6,982
-45% -$194K 0.05% 178
2023
Q4 		$444K Buy
15,439
+10
+0.1% +$302 0.1% 132
2023
Q3 		$512K Buy
15,429
+530
+4% +$18.7K 0.12% 114
2023
Q2 		$546K Sell
14,899
-919
-6% -$35.8K 0.13% 111
2023
Q1 		$654K Buy
15,818
+762
+5% +$32.9K 0.17% 100
2022
Q4 		$771K Buy
15,056
+600
+4% +$28.8K 0.24% 87
2022
Q3 		$623K Hold
14,456
– – 0.19% 93
2022
Q2 		$758K Sell
14,456
-115
-0.8% -$5.86K 0.23% 80
2022
Q1 		$754K Sell
14,571
-46
-0.3% -$2.39K 0.19% 94
2021
Q4 		$863K Buy
14,617
+386
+3% +$19.1K 0.2% 85
2021
Q3 		$612K Sell
14,231
-1,000
-7% -$44.3K 0.15% 104
2021
Q2 		$596K Sell
15,231
-165
-1% -$6.42K 0.14% 109
2021
Q1 		$558K Buy
15,396
+827
+6% +$29.4K 0.15% 108
2020
Q4 		$536K Buy
14,569
+603
+4% +$22.1K 0.17% 97
2020
Q3 		$486K Buy
13,966
+685
+5% +$24K 0.18% 99
2020
Q2 		$425K Hold
13,281
– – 0.16% 103
2020
Q1 		$411K Sell
13,281
-321
-2% -$10.9K 0.19% 92
2019
Q4 		$506K Sell
13,602
-843
-6% -$30K 0.19% 98
2019
Q3 		$492K Buy
14,445
+1,379
+11% +$50.1K 0.22% 93
2019
Q2 		$537K Buy
13,066
+2,108
+19% +$83.7K 0.25% 84
2019
Q1 		$442K Buy
+10,958
New +$439K 0.21% 85

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

Sargent Investment Group's PFE Position: Q1 2026 in Review

Sargent Investment Group reduced its Pfizer (PFE) stake by 13% in Q1 2026, selling an estimated $39.1K and leaving 9,977 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #212.

Sargent Investment Group first reported a position in PFE in Q1 2019 and has held it in 28 quarters since. The position peaked at $863K in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Sargent Investment Group held 9,977 shares of Pfizer worth $280K as of Q1 2026.
  • Sargent Investment Group sold 1,467 Pfizer shares in Q1 2026, an estimated $39.1K.
  • Pfizer made up 0.04% of Sargent Investment Group's portfolio in Q1 2026, its #212 holding.
  • Sargent Investment Group first reported a position in Pfizer in Q1 2019 and has held it in 28 quarters since.
  • Sargent Investment Group's Pfizer position peaked at $863K in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.