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Shepherd Kaplan Krochuk’s Pfizer PFE Stock Holding History

Shepherd Kaplan Krochuk’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
2018
Q2 		– Sell
-21,080
Closed -$710K – 245
2018
Q1 		$710K Buy
+21,080
New +$725K 0.43% 69

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

Shepherd Kaplan Krochuk's PFE Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its Pfizer (PFE) stake by 6.2% in Q1 2026, selling an estimated $56.4K and leaving 32,192 shares worth $904K. The position accounts for 0.76% of the portfolio, ranked #33.

Shepherd Kaplan Krochuk first reported a position in PFE in Q2 2013 and has held it in 20 quarters since. The position peaked at $962K in Q1 2025. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Shepherd Kaplan Krochuk held 32,192 shares of Pfizer worth $904K as of Q1 2026.
  • Shepherd Kaplan Krochuk sold 2,118 Pfizer shares in Q1 2026, an estimated $56.4K.
  • Pfizer made up 0.76% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #33 holding.
  • Shepherd Kaplan Krochuk first reported a position in Pfizer in Q2 2013 and has held it in 20 quarters since.
  • Shepherd Kaplan Krochuk's Pfizer position peaked at $962K in Q1 2025.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.