Wellington Management Group’s Pfizer PFE Stock Holding History

Wellington Management Group’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	$1.4B	Sell	49,916,961 -2,177,349	-4%	-$58M	0.26%	89
2025 Q4	$1.3B	Sell	52,094,310 -8,367,643	-14%	-$211M	0.23%	99
2025 Q3	$1.54B	Sell	60,461,953 -16,541,586	-21%	-$408M	0.27%	83
2025 Q2	$1.87B	Sell	77,003,539 -26,490,160	-26%	-$618M	0.34%	73
2025 Q1	$2.62B	Sell	103,493,699 -36,497,190	-26%	-$955M	0.5%	46
2024 Q4	$3.71B	Sell	139,990,889 -23,736,431	-14%	-$644M	0.68%	25
2024 Q3	$4.74B	Sell	163,727,320 -2,592,541	-2%	-$75.6M	0.83%	14
2024 Q2	$4.65B	Sell	166,319,861 -11,377,759	-6%	-$313M	0.83%	16
2024 Q1	$4.93B	Sell	177,697,620 -61,512,148	-26%	-$1.71B	0.87%	16
2023 Q4	$6.89B	Buy	239,209,768 +11,099,024	+5%	+$336M	1.28%	7
2023 Q3	$7.57B	Sell	228,110,744 -4,999,296	-2%	-$177M	1.51%	7
2023 Q2	$8.55B	Buy	233,110,040 +14,178,107	+6%	+$552M	1.62%	7
2023 Q1	$8.93B	Buy	218,931,933 +19,602,359	+10%	+$847M	1.77%	4
2022 Q4	$10.2B	Sell	199,329,574 -11,544,578	-5%	-$553M	2.05%	3
2022 Q3	$9.23B	Sell	210,874,152 -8,297,495	-4%	-$403M	1.97%	4
2022 Q2	$11.5B	Buy	219,171,647 +2,497,346	+1%	+$127M	2.31%	3
2022 Q1	$11.2B	Sell	216,674,301 -4,745,379	-2%	-$246M	1.92%	4
2021 Q4	$13.1B	Buy	221,419,680 +470,908	+0.2%	+$23.3M	2.09%	3
2021 Q3	$9.5B	Sell	220,948,772 -20,772,466	-9%	-$920M	1.62%	4
2021 Q2	$9.47B	Sell	241,721,238 -8,059,345	-3%	-$313M	1.58%	6
2021 Q1	$9.05B	Buy	249,780,583 +3,288,609	+1%	+$117M	1.59%	4
2020 Q4	$9.07B	Sell	246,491,974 -928,157	-0.4%	-$34M	1.67%	5
2020 Q3	$8.62B	Sell	247,420,131 -16,980,585	-6%	-$595M	1.78%	4
2020 Q2	$8.2B	Buy	264,400,716 +33,916,059	+15%	+$1.15B	1.83%	4
2020 Q1	$7.14B	Buy	230,484,657 +26,297,786	+13%	+$896M	1.89%	3
2019 Q4	$7.59B	Buy	204,186,871 +20,004,341	+11%	+$713M	1.59%	6
2019 Q3	$6.28B	Buy	184,182,530 +42,195,587	+30%	+$1.53B	1.42%	7
2019 Q2	$5.84B	Buy	141,986,943 +62,634,733	+79%	+$2.49B	1.29%	7
2019 Q1	$3.2B	Sell	79,352,210 -325,118	-0.4%	-$13M	0.72%	29
2018 Q4	$3.3B	Buy	79,677,328 +1,782,401	+2%	+$74M	0.83%	22
2018 Q3	$3.26B	Sell	77,894,927 -1,299,081	-2%	-$50M	0.69%	27
2018 Q2	$2.73B	Buy	79,194,008 +4,879,390	+7%	+$167M	0.61%	31
2018 Q1	$2.5B	Buy	74,314,618 +1,283,302	+2%	+$44.1M	0.57%	36
2017 Q4	$2.51B	Sell	73,031,316 -1,076,573	-1%	-$36.7M	0.55%	40
2017 Q3	$2.51B	Buy	74,107,889 +276,878	+0.4%	+$8.9M	0.58%	41
2017 Q2	$2.35B	Sell	73,831,011 -3,335,568	-4%	-$105M	0.55%	42
2017 Q1	$2.5B	Buy	77,166,579 +4,814,389	+7%	+$152M	0.6%	37
2016 Q4	$2.23B	Sell	72,352,190 -3,594,871	-5%	-$110M	0.56%	39
2016 Q3	$2.44B	Sell	75,947,061 -1,314,298	-2%	-$43.9M	0.61%	38
2016 Q2	$2.58B	Sell	77,261,359 -10,024,403	-11%	-$320M	0.67%	33
2016 Q1	$2.45B	Buy	87,285,762 +4,148,626	+5%	+$119M	0.65%	32
2015 Q4	$2.55B	Sell	83,137,136 -3,175,019	-4%	-$99.9M	0.67%	34
2015 Q3	$2.57B	Sell	86,312,155 -29,227,277	-25%	-$937M	0.72%	28
2015 Q2	$3.68B	Sell	115,539,432 -1,062,222	-0.9%	-$34.6M	0.95%	18
2015 Q1	$3.85B	Sell	116,601,654 -1,795,078	-2%	-$57.1M	0.99%	17
2014 Q4	$3.5B	Buy	118,396,732 +15,770,225	+15%	+$452M	0.93%	21
2014 Q3	$2.88B	Buy	102,626,507 +1,397,251	+1%	+$39.2M	0.79%	22
2014 Q2	$2.85B	Buy	101,229,256 +9,293,963	+10%	+$265M	0.77%	19
2014 Q1	$2.8B	Sell	91,935,293 -4,726,759	-5%	-$141M	0.78%	18
2013 Q4	$2.81B	Sell	96,662,052 -14,318,568	-13%	-$417M	0.81%	17
2013 Q3	$3.02B	Sell	110,980,620 -5,431,106	-5%	-$148M	0.95%	13
2013 Q2	$3.09B	Buy	+116,411,726	New	+$3.22B	1.01%	12

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

Wellington Management Group's PFE Position: Q1 2026 in Review

Wellington Management Group reduced its Pfizer (PFE) stake by 4.2% in Q1 2026, selling an estimated $58M and leaving 49,916,961 shares worth $1.4B. The position accounts for 0.26% of the portfolio, ranked #89.

Wellington Management Group first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.1B in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Wellington Management Group held 49,916,961 shares of Pfizer worth $1.4B as of Q1 2026.
Wellington Management Group sold 2,177,349 Pfizer shares in Q1 2026, an estimated $58M.
Pfizer made up 0.26% of Wellington Management Group's portfolio in Q1 2026, its #89 holding.
Wellington Management Group first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
Wellington Management Group's Pfizer position peaked at $13.1B in Q4 2021.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.