Stokes Capital Advisors
PFE icon

Stokes Capital Advisors’s Pfizer PFE Stock Holding History

Stokes Capital 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
Q3 		$660K Buy
23,125
+200
+0.9% +$5.32K 0.14% 72
2026
Q2 		$552K Buy
22,925
+6,300
+38% +$165K 0.12% 73
2026
Q1 		$467K Buy
+16,625
New +$443K 0.1% 70
2024
Q4 		– Sell
-7,325
Closed -$212K – 75
2024
Q3 		$212K Hold
7,325
– – 0.05% 75
2024
Q2 		$205K Hold
7,325
– – 0.06% 75
2024
Q1 		$203K Buy
+7,325
New +$203K 0.06% 76
2023
Q1 		– Sell
-64,734
Closed -$3.32M – 86
2022
Q4 		$3.32M Buy
64,734
+884
+1% +$42.4K 1.14% 43
2022
Q3 		$2.79M Sell
63,850
-29,141
-31% -$1.42M 1.04% 43
2022
Q2 		$4.88M Sell
92,991
-925
-1% -$47.1K 1.7% 29
2022
Q1 		$4.86M Sell
93,916
-2,851
-3% -$148K 1.42% 37
2021
Q4 		$5.71M Sell
96,767
-1,305
-1% -$64.7K 1.7% 29
2021
Q3 		$4.22M Buy
98,072
+537
+0.6% +$23.8K 1.36% 40
2021
Q2 		$3.82M Buy
97,535
+2,539
+3% +$98.7K 1.25% 43
2021
Q1 		$3.44M Buy
+94,996
New +$3.37M 1.41% 40

Other funds holding PFE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Stokes Capital Advisors's PFE Position: Q3 2026 in Review

Stokes Capital Advisors increased its Pfizer (PFE) stake by 0.87% in Q3 2026, buying an estimated $5.32K and bringing the position to 23,125 shares worth $660K. The position accounts for 0.14% of the portfolio, ranked #72.

Stokes Capital Advisors first reported a position in PFE in Q1 2021 and has held it in 14 quarters since. The position peaked at $5.71M in Q4 2021. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Stokes Capital Advisors held 23,125 shares of Pfizer worth $660K as of Q3 2026.
  • Stokes Capital Advisors bought 200 Pfizer shares in Q3 2026, an estimated $5.32K.
  • Pfizer made up 0.14% of Stokes Capital Advisors's portfolio in Q3 2026, its #72 holding.
  • Stokes Capital Advisors first reported a position in Pfizer in Q1 2021 and has held it in 14 quarters since.
  • Stokes Capital Advisors's Pfizer position peaked at $5.71M in Q4 2021.
  • 2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Stokes Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.