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Apella Capital’s Pfizer PFE Stock Holding History

Apella 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
Q2 		$1.12M Sell
46,600
-3,043
-6% -$79.6K 0.02% 349
2026
Q1 		$1.37M Buy
49,643
+22,229
+81% +$592K 0.02% 315
2025
Q4 		$683K Buy
27,414
+2,750
+11% +$69.3K 0.01% 314
2025
Q3 		$598K Buy
24,664
+1,813
+8% +$44.7K 0.01% 302
2025
Q2 		$577K Buy
22,851
+249
+1% +$5.81K 0.02% 281
2025
Q1 		$508K Buy
22,602
+1,374
+6% +$36K 0.02% 254
2024
Q4 		$563K Buy
21,228
+3,035
+17% +$82.3K 0.02% 219
2024
Q3 		$520K Buy
18,193
+582
+3% +$17K 0.02% 213
2024
Q2 		$488K Buy
17,611
+2,858
+19% +$78.7K 0.02% 208
2024
Q1 		$395K Sell
14,753
-461
-3% -$12.8K 0.02% 213
2023
Q4 		$443K Sell
15,214
-182
-1% -$5.5K 0.02% 197
2023
Q3 		$511K Sell
15,396
-475
-3% -$16.8K 0.04% 168
2023
Q2 		$582K Buy
+15,871
New +$618K 0.04% 162
2022
Q4 		$919K Buy
17,932
+2,130
+13% +$102K 0.08% 113
2022
Q3 		$692K Buy
15,802
+543
+4% +$26.4K 0.08% 110
2022
Q2 		$800K Buy
15,259
+1,054
+7% +$53.7K 0.1% 110
2022
Q1 		$735K Buy
14,205
+132
+0.9% +$6.85K 0.1% 106
2021
Q4 		$831K Buy
14,073
+460
+3% +$22.8K 0.11% 97
2021
Q3 		$585K Buy
13,613
+11
+0.1% +$487 0.08% 125
2021
Q2 		$533K Sell
13,602
-218
-2% -$8.48K 0.09% 133
2021
Q1 		$501K Sell
13,820
-85
-0.6% -$3.02K 0.16% 82
2020
Q4 		$512K Sell
13,905
-1,120
-7% -$41.1K 0.18% 82
2020
Q3 		$523K Buy
15,025
+501
+3% +$17.6K 0.21% 79
2020
Q2 		$451K Buy
14,524
+7,448
+105% +$253K 0.21% 83
2020
Q1 		$219K Buy
+7,076
New +$241K 0.13% 97

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Apella Capital's PFE Position: Q2 2026 in Review

Apella Capital reduced its Pfizer (PFE) stake by 6.1% in Q2 2026, selling an estimated $79.6K and leaving 46,600 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #349.

Apella Capital first reported a position in PFE in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.37M in Q1 2026. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Apella Capital held 46,600 shares of Pfizer worth $1.12M as of Q2 2026.
  • Apella Capital sold 3,043 Pfizer shares in Q2 2026, an estimated $79.6K.
  • Pfizer made up 0.02% of Apella Capital's portfolio in Q2 2026, its #349 holding.
  • Apella Capital first reported a position in Pfizer in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Pfizer position peaked at $1.37M in Q1 2026.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.