Scholtz & Company’s Pfizer PFE Stock Holding History

Scholtz & Company’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	-10,062	Closed	-$251K	–	54
2025 Q4	$251K	Hold	10,062	–	–	0.11%	49
2025 Q3	$256K	Sell	10,062 -4,000	-28%	-$98.7K	0.11%	50
2025 Q2	$341K	Hold	14,062	–	–	0.15%	45
2025 Q1	$356K	Sell	14,062 -2,225	-14%	-$58.2K	0.18%	45
2024 Q4	$432K	Hold	16,287	–	–	0.21%	40
2024 Q3	$471K	Hold	16,287	–	–	0.22%	41
2024 Q2	$456K	Sell	16,287 -1,575	-9%	-$43.4K	0.19%	42
2024 Q1	$496K	Sell	17,862 -3,600	-17%	-$99.9K	0.22%	39
2023 Q4	$618K	Buy	+21,462	New	+$649K	0.31%	46
2019 Q2	–	Sell	-8,590	Closed	-$346K	–	63
2019 Q1	$346K	Sell	8,590 -9,671	-53%	-$387K	0.23%	42
2018 Q4	$756K	Buy	18,261 +4,243	+30%	+$176K	0.66%	31
2018 Q3	$586K	Hold	14,018	–	–	0.37%	40
2018 Q2	$483K	Hold	14,018	–	–	0.34%	39
2018 Q1	$472K	Hold	14,018	–	–	0.35%	45
2017 Q4	$482K	Hold	14,018	–	–	0.35%	50
2017 Q3	$475K	Buy	+14,018	New	+$451K	0.37%	50
2014 Q3	–	Sell	-9,512	Closed	-$268K	–	76
2014 Q2	$268K	Buy	9,512 +579	+6%	+$16.5K	0.25%	67
2014 Q1	$272K	Buy	+8,933	New	+$266K	0.29%	71

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

Scholtz & Company's PFE Position: Q1 2026 in Review

Scholtz & Company sold out of Pfizer (PFE) in Q1 2026, closing a stake of 10,062 shares — an estimated $251K sold.

Scholtz & Company first reported a position in PFE in Q1 2014 and held it in 18 quarters. The position peaked at $756K in Q4 2018. 2,935 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Scholtz & Company reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
Scholtz & Company sold 10,062 Pfizer shares in Q1 2026, an estimated $251K.
Scholtz & Company first reported a position in Pfizer in Q1 2014 and held it in 18 quarters.
Scholtz & Company's Pfizer position peaked at $756K in Q4 2018.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.