1620 INVESTMENT ADVISORS, INC. PFE Pfizer Incorporated

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  18 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported Pfizer Incorporated (PFE) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.7% in 2025 Q3. The latest visible filing shows PFE at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1620 INVESTMENT ADVISORS, INC.'s position in Pfizer Incorporated, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PFE was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1620 INVESTMENT ADVISORS, INC. held PFE — position size vs. price
% of Fund (quarterly)    PFE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 36,100 -638 -1.7% 0.54% $869K 2026-07-14 $23.83
2026 Q1 ADDED 36,738 +371 +1.0% 0.70% $1.0M 2026-05-13 $25.51
2025 Q4 REDUCED 10.1% +14.7% 36,367 -4,098 -10.1% 0.60% $906K 2026-02-05 $25.61
2025 Q3 ADDED 40,465 +2,229 +5.8% 0.70% $1.0M 2025-10-07 $24.55
2025 Q2 ADDED 38,236 +19,516 +104.3% 0.66% $927K 2025-08-07 $22.64
2025 Q1 ADDED 18,720 +629 +3.5% 0.36% $474K 2025-05-14 $20.23
2024 Q4 REDUCED 5.7% -2.9% 18,091 -1,093 -5.7% 0.36% $480K 2025-02-11 $23.01
2024 Q3 REDUCED 19,184 -145 -0.8% 0.40% $555K 2024-10-25 $24.84
2024 Q2 ADDED 19,329 +18,544 +2362.3% 0.41% $541K 2024-07-23 $25.40
2024 Q1 REDUCED 95.8% +3.2% 785 -17,821 -95.8% 0.52% $516K 2024-05-13 $24.49
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About 1620 INVESTMENT ADVISORS, INC. and PFE

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1620 INVESTMENT ADVISORS, INC. reported owning PFE?

1620 INVESTMENT ADVISORS, INC. reported PFE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PFE position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for PFE was 0.70% in 2025 Q3.

What is the latest reported PFE position on this page?

The most recent filing on this page is 2026 Q2, when 1620 INVESTMENT ADVISORS, INC. reported 36,100 shares, equal to 0.54% of portfolio, with an estimated market value of $869K.

What does the chart on this PFE ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'s quarterly PFE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1620 INVESTMENT ADVISORS, INC. time their PFE position?

Based on 13F filing dates vs. subsequent PFE price moves, 1620 INVESTMENT ADVISORS, INC. correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on PFE relative to SPY over the holding period was -25.1%.

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