Tevis Investment Management’s Pfizer PFE Stock Holding History

Tevis Investment Management’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	$573K	Hold	20,400	–	–	0.33%	65
2025 Q4	$520K	Hold	20,400	–	–	0.31%	75
2025 Q3	$520K	Hold	20,400	–	–	0.31%	75
2025 Q2	$494K	Hold	20,400	–	–	0.32%	77
2025 Q1	$541K	Hold	20,400	–	–	0.4%	66
2024 Q4	$541K	Hold	20,400	–	–	0.4%	66
2024 Q3	$590K	Sell	20,400 -50	-0.2%	-$1.46K	0.44%	62
2024 Q2	$572K	Buy	20,450 +50	+0.2%	+$1.38K	0.46%	59
2024 Q1	$566K	Hold	20,400	–	–	0.48%	59
2023 Q4	$587K	Hold	20,400	–	–	0.54%	55
2023 Q3	$677K	Hold	20,400	–	–	0.69%	50
2023 Q2	$748K	Hold	20,400	–	–	0.73%	46
2023 Q1	$832K	Hold	20,400	–	–	0.85%	42
2022 Q4	$1.05M	Sell	20,400 -745	-4%	-$35.7K	1.11%	38
2022 Q3	$926K	Buy	21,145 +7	+0%	+$340	0.9%	40
2022 Q2	$1.11M	Buy	21,138 +6	+0%	+$306	1.06%	34
2022 Q1	$1.09M	Sell	21,132 -30,515	-59%	-$1.58M	0.99%	34
2021 Q4	$3.05M	Buy	+51,647	New	+$2.56M	2.66%	5

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

Tevis Investment Management's PFE Position: Q1 2026 in Review

Tevis Investment Management held its Pfizer (PFE) position steady in Q1 2026 at 20,400 shares worth $573K. The position accounts for 0.33% of the portfolio, ranked #65.

Tevis Investment Management first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.05M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Tevis Investment Management held 20,400 shares of Pfizer worth $573K as of Q1 2026.
Tevis Investment Management left its Pfizer share count unchanged in Q1 2026.
Pfizer made up 0.33% of Tevis Investment Management's portfolio in Q1 2026, its #65 holding.
Tevis Investment Management first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
Tevis Investment Management's Pfizer position peaked at $3.05M in Q4 2021.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.