Tarbox Family Office’s Pfizer PFE Stock Holding History

Tarbox Family Office’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	$769K	Sell	27,390 -965	-3%	-$25.7K	0.12%	45
2025 Q4	$706K	Sell	28,355 -433	-2%	-$10.9K	0.11%	55
2025 Q3	$734K	Sell	28,788 -809	-3%	-$20K	0.11%	58
2025 Q2	$717K	Sell	29,597 -68	-0.2%	-$1.59K	0.11%	53
2025 Q1	$752K	Buy	29,665 +34	+0.1%	+$890	0.12%	51
2024 Q4	$786K	Sell	29,631 -99	-0.3%	-$2.69K	0.13%	46
2024 Q3	$860K	Hold	29,730	–	–	0.14%	41
2024 Q2	$832K	Buy	29,730 +6	+0%	+$165	0.15%	41
2024 Q1	$825K	Buy	29,724 +684	+2%	+$19K	0.15%	41
2023 Q4	$836K	Sell	29,040 -60	-0.2%	-$1.81K	0.16%	37
2023 Q3	$965K	Sell	29,100 -19	-0.1%	-$672	0.2%	35
2023 Q2	$1.07M	Buy	29,119 +4	+0%	+$156	0.21%	36
2023 Q1	$1.19M	Sell	29,115 -86	-0.3%	-$3.71K	0.24%	32
2022 Q4	$1.5M	Buy	29,201 +44	+0.2%	+$2.11K	0.33%	30
2022 Q3	$1.53M	Sell	29,157 -6,282	-18%	-$305K	0.36%	27
2022 Q2	$1.86M	Buy	35,439 +6,805	+24%	+$347K	0.42%	29
2022 Q1	$1.48M	Sell	28,634 -7,970	-22%	-$414K	0.3%	28
2021 Q4	$2.16M	Sell	36,604 -6,282	-15%	-$311K	0.37%	26
2021 Q3	$1.84M	Sell	42,886 -6,844	-14%	-$303K	0.34%	30
2021 Q2	$1.95M	Buy	49,730 +13,056	+36%	+$508K	0.35%	29
2021 Q1	$1.33M	Buy	36,674 +332	+0.9%	+$11.8K	0.26%	31
2020 Q4	$1.34M	Sell	36,342 -1,840	-5%	-$67.5K	0.28%	29
2020 Q3	$1.33M	Sell	38,182 -508	-1%	-$17.8K	0.32%	28
2020 Q2	$1.2M	Buy	38,690 +668	+2%	+$22.7K	0.31%	31
2020 Q1	$1.18M	Buy	38,022 +552	+1%	+$18.8K	0.38%	28
2019 Q4	$1.39M	Buy	37,470 +7,256	+24%	+$258K	0.38%	21
2019 Q3	$1.03M	Sell	30,214 -2,175	-7%	-$79.1K	0.31%	24
2019 Q2	$1.33M	Buy	32,389 +382	+1%	+$15.2K	0.42%	21
2019 Q1	$1.29M	Sell	32,007 -363	-1%	-$14.5K	0.47%	20
2018 Q4	$1.34M	Sell	32,370 -47	-0.1%	-$1.95K	0.56%	19
2018 Q3	$1.35M	Sell	32,417 -5,628	-15%	-$217K	0.49%	19
2018 Q2	$1.31M	Sell	38,045 -23	-0.1%	-$786	0.51%	19
2018 Q1	$1.28M	Sell	38,068 -1,790	-4%	-$61.5K	0.5%	19
2017 Q4	$1.37M	Buy	39,858 +1,232	+3%	+$42K	0.54%	19
2017 Q3	$1.31M	Buy	38,626 +233	+0.6%	+$7.49K	0.57%	18
2017 Q2	$1.22M	Sell	38,393 -228	-0.6%	-$7.19K	0.6%	18
2017 Q1	$1.25M	Sell	38,621 -574	-1%	-$18.1K	0.65%	17
2016 Q4	$1.21M	Buy	39,195 +793	+2%	+$24.2K	0.69%	15
2016 Q3	$1.23M	Buy	38,402 +37	+0.1%	+$1.24K	0.8%	15
2016 Q2	$1.28M	Sell	38,365 -132	-0.3%	-$4.21K	0.92%	14
2016 Q1	$1.08M	Sell	38,497 -77	-0.2%	-$2.2K	0.82%	15
2015 Q4	$1.18M	Sell	38,574 -140	-0.4%	-$4.4K	0.96%	15
2015 Q3	$1.15M	Buy	38,714 +362	+0.9%	+$11.6K	1.06%	15
2015 Q2	$1.22M	Sell	38,352 -3,157	-8%	-$103K	1.06%	14
2015 Q1	$1.37M	Sell	41,509 -810	-2%	-$25.8K	1.2%	13
2014 Q4	$1.25M	Sell	42,319 -3,921	-8%	-$112K	1.16%	15
2014 Q3	$1.3M	Buy	46,240 +168	+0.4%	+$4.71K	1.17%	14
2014 Q2	$1.3M	Buy	46,072 +414	+0.9%	+$11.8K	1.16%	13
2014 Q1	$1.4M	Sell	45,658 -2,256	-5%	-$67.3K	1.24%	13
2013 Q4	$1.38M	Buy	+47,914	New	+$1.39M	1.15%	14

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

Tarbox Family Office's PFE Position: Q1 2026 in Review

Tarbox Family Office reduced its Pfizer (PFE) stake by 3.4% in Q1 2026, selling an estimated $25.7K and leaving 27,390 shares worth $769K. The position accounts for 0.12% of the portfolio, ranked #45.

Tarbox Family Office first reported a position in PFE in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.16M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Tarbox Family Office held 27,390 shares of Pfizer worth $769K as of Q1 2026.
Tarbox Family Office sold 965 Pfizer shares in Q1 2026, an estimated $25.7K.
Pfizer made up 0.12% of Tarbox Family Office's portfolio in Q1 2026, its #45 holding.
Tarbox Family Office first reported a position in Pfizer in Q4 2013 and has held it in 50 quarters since.
Tarbox Family Office's Pfizer position peaked at $2.16M in Q4 2021.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.