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Stamos Capital Partners’s Pfizer PFE Stock Holding History

Stamos Capital Partners’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 		$7.69M Sell
273,784
-42,526
-13% -$1.13M 1.2% 17
2025
Q4 		$7.88M Buy
316,310
+55,045
+21% +$1.39M 1.27% 15
2025
Q3 		$6.66M Sell
261,265
-89,108
-25% -$2.2M 1.26% 22
2025
Q2 		$8.49M Buy
350,373
+84,745
+32% +$1.98M 1.52% 14
2025
Q1 		$6.73M Sell
265,628
-197,482
-43% -$5.17M 1.76% 8
2024
Q4 		$12.3M Buy
463,110
+126,730
+38% +$3.44M 2.88% 7
2024
Q3 		$9.73M Buy
336,380
+3,470
+1% +$101K 2.29% 7
2024
Q2 		$9.31M Sell
332,910
-25,340
-7% -$698K 1.98% 6
2024
Q1 		$9.94M Sell
358,250
-20,580
-5% -$571K 2.26% 6
2023
Q4 		$10.9M Buy
378,830
+100,200
+36% +$3.03M 2.96% 6
2023
Q3 		$9.24M Buy
278,630
+51,420
+23% +$1.82M 2.06% 9
2023
Q2 		$8.33M Buy
227,210
+26,330
+13% +$1.02M 1.95% 12
2023
Q1 		$8.2M Buy
200,880
+80,140
+66% +$3.46M 2.11% 9
2022
Q4 		$6.19M Sell
120,740
-77,820
-39% -$3.73M 1.96% 14
2022
Q3 		$8.69M Buy
198,560
+40,460
+26% +$1.97M 2.21% 10
2022
Q2 		$8.29M Hold
158,100
– – 2.51% 16
2022
Q1 		$8.19M Buy
158,100
+57,000
+56% +$2.96M 2.73% 12
2021
Q4 		$5.97M Sell
101,100
-800
-0.8% -$39.6K 2.77% 15
2021
Q3 		$4.38M Hold
101,900
– – 2.45% 21
2021
Q2 		$3.99M Sell
101,900
-16,100
-14% -$626K 2.1% 23
2021
Q1 		$4.28M Buy
+118,000
New +$4.19M 2.16% 21
2020
Q1 		– Sell
-13,544
Closed -$503K – 88
2019
Q4 		$503K Buy
+13,544
New +$482K 0.41% 36

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

Stamos Capital Partners's PFE Position: Q1 2026 in Review

Stamos Capital Partners reduced its Pfizer (PFE) stake by 13% in Q1 2026, selling an estimated $1.13M and leaving 273,784 shares worth $7.69M. The position accounts for 1.2% of the portfolio, ranked #17.

Stamos Capital Partners first reported a position in PFE in Q4 2019 and has held it in 22 quarters since. The position peaked at $12.3M in Q4 2024. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Stamos Capital Partners held 273,784 shares of Pfizer worth $7.69M as of Q1 2026.
  • Stamos Capital Partners sold 42,526 Pfizer shares in Q1 2026, an estimated $1.13M.
  • Pfizer made up 1.2% of Stamos Capital Partners's portfolio in Q1 2026, its #17 holding.
  • Stamos Capital Partners first reported a position in Pfizer in Q4 2019 and has held it in 22 quarters since.
  • Stamos Capital Partners's Pfizer position peaked at $12.3M in Q4 2024.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.