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Waterloo Capital’s Pfizer PFE Stock Holding History

Waterloo Capital’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 		$956K Buy
34,043
+7,882
+30% +$210K 0.07% 214
2025
Q4 		$651K Buy
26,161
+1,377
+6% +$34.7K 0.05% 258
2025
Q3 		$632K Buy
24,784
+7,243
+41% +$179K 0.05% 237
2025
Q2 		$425K Buy
17,541
+2,499
+17% +$58.3K 0.03% 299
2025
Q1 		$381K Buy
15,042
+405
+3% +$10.6K 0.04% 288
2024
Q4 		$388K Sell
14,637
-3,930
-21% -$107K 0.04% 265
2024
Q3 		$537K Sell
18,567
-1,665
-8% -$48.6K 0.06% 224
2024
Q2 		$566K Sell
20,232
-41,162
-67% -$1.13M 0.07% 205
2024
Q1 		$1.7M Buy
61,394
+15,046
+32% +$418K 0.22% 103
2023
Q4 		$1.33M Buy
+46,348
New +$1.4M 0.22% 108

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

Waterloo Capital's PFE Position: Q1 2026 in Review

Waterloo Capital increased its Pfizer (PFE) stake by 30% in Q1 2026, buying an estimated $210K and bringing the position to 34,043 shares worth $956K. The position accounts for 0.07% of the portfolio, ranked #214.

Waterloo Capital first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.7M in Q1 2024. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Waterloo Capital held 34,043 shares of Pfizer worth $956K as of Q1 2026.
  • Waterloo Capital bought 7,882 Pfizer shares in Q1 2026, an estimated $210K.
  • Pfizer made up 0.07% of Waterloo Capital's portfolio in Q1 2026, its #214 holding.
  • Waterloo Capital first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • Waterloo Capital's Pfizer position peaked at $1.7M in Q1 2024.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.