Appleton Partners’s Pfizer PFE Stock Holding History

Appleton Partners’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	–	Sell	-8,052	Closed	-$226K	–	279
2026 Q1	$226K	Sell	8,052 -324	-4%	-$8.63K	0.02%	249
2025 Q4	$209K	Sell	8,376 -41	-0.5%	-$1.03K	0.01%	256
2025 Q3	$214K	Sell	8,417 -51	-0.6%	-$1.26K	0.01%	246
2025 Q2	$205K	Sell	8,468 -2,948	-26%	-$68.8K	0.01%	247
2025 Q1	$289K	Buy	11,416 +1,789	+19%	+$46.8K	0.02%	217
2024 Q4	$255K	Sell	9,627 -310	-3%	-$8.41K	0.02%	229
2024 Q3	$288K	Sell	9,937 -2,027	-17%	-$59.1K	0.02%	222
2024 Q2	$335K	Sell	11,964 -3,131	-21%	-$86.2K	0.03%	206
2024 Q1	$419K	Sell	15,095 -3,075	-17%	-$85.3K	0.03%	204
2023 Q4	$523K	Sell	18,170 -2,966	-14%	-$89.7K	0.04%	185
2023 Q3	$701K	Sell	21,136 -1,527	-7%	-$54K	0.06%	160
2023 Q2	$831K	Sell	22,663 -11,530	-34%	-$449K	0.07%	154
2023 Q1	$1.4M	Buy	34,193 +2,696	+9%	+$116K	0.12%	134
2022 Q4	$1.61M	Buy	31,497 +760	+2%	+$36.4K	0.15%	124
2022 Q3	$1.34M	Buy	30,737 +5,667	+23%	+$275K	0.13%	132
2022 Q2	$1.31M	Buy	25,070 +1,322	+6%	+$67.4K	0.12%	133
2022 Q1	$1.23M	Sell	23,748 -515	-2%	-$26.7K	0.1%	148
2021 Q4	$1.43M	Sell	24,263 -1,519	-6%	-$75.3K	0.11%	144
2021 Q3	$1.11M	Buy	25,782 +852	+3%	+$37.7K	0.09%	150
2021 Q2	$976K	Sell	24,930 -611	-2%	-$23.8K	0.08%	157
2021 Q1	$925K	Sell	25,541 -1,158	-4%	-$41.1K	0.09%	152
2020 Q4	$983K	Sell	26,699 -1,117	-4%	-$41K	0.1%	144
2020 Q3	$969K	Sell	27,816 -258	-0.9%	-$9.04K	0.11%	138
2020 Q2	$871K	Sell	28,074 -711	-2%	-$24.2K	0.1%	143
2020 Q1	$891K	Sell	28,785 -7,438	-21%	-$253K	0.12%	138
2019 Q4	$1.35M	Sell	36,223 -3,723	-9%	-$133K	0.15%	135
2019 Q3	$1.36M	Sell	39,946 -4,748	-11%	-$173K	0.16%	129
2019 Q2	$1.84M	Buy	44,694 +3,169	+8%	+$126K	0.23%	109
2019 Q1	$1.67M	Sell	41,525 -836	-2%	-$33.5K	0.22%	115
2018 Q4	$1.75M	Sell	42,361 -1,113	-3%	-$46.2K	0.26%	102
2018 Q3	$1.82M	Buy	43,474 +150	+0.3%	+$5.77K	0.24%	104
2018 Q2	$1.49M	Sell	43,324 -4,318	-9%	-$148K	0.21%	112
2018 Q1	$1.6M	Sell	47,642 -1,290	-3%	-$44.3K	0.24%	102
2017 Q4	$1.68M	Buy	48,932 +787	+2%	+$26.8K	0.26%	95
2017 Q3	$1.63M	Buy	48,145 +1,143	+2%	+$36.7K	0.27%	93
2017 Q2	$1.5M	Sell	47,002 -2,104	-4%	-$66.4K	0.25%	97
2017 Q1	$1.59M	Sell	49,106 -8,114	-14%	-$256K	0.29%	91
2016 Q4	$1.76M	Buy	57,220 +772	+1%	+$23.6K	0.36%	75
2016 Q3	$1.81M	Buy	56,448 +4,151	+8%	+$139K	0.34%	83
2016 Q2	$1.75M	Sell	52,297 -18	-0%	-$574	0.36%	73
2016 Q1	$1.47M	Buy	52,315 +457	+0.9%	+$13.1K	0.29%	81
2015 Q4	$1.59M	Buy	51,858 +6,308	+14%	+$198K	0.31%	78
2015 Q3	$1.36M	Sell	45,550 -31,703	-41%	-$1.02M	0.31%	78
2015 Q2	$2.46M	Buy	77,253 +12,736	+20%	+$415K	0.55%	57
2015 Q1	$2.13M	Sell	64,517 -5,616	-8%	-$179K	0.48%	62
2014 Q4	$2.07M	Sell	70,133 -1,291	-2%	-$37K	0.47%	58
2014 Q3	$2M	Buy	71,424 +5,897	+9%	+$166K	0.47%	59
2014 Q2	$1.84M	Sell	65,527 -292	-0.4%	-$8.32K	0.43%	63
2014 Q1	$2.01M	Buy	65,819 +5,238	+9%	+$156K	0.47%	58
2013 Q4	$1.76M	Buy	60,581 +1,209	+2%	+$35.2K	0.42%	58
2013 Q3	$1.62M	Buy	59,372 +11,884	+25%	+$323K	0.43%	61
2013 Q2	$1.26M	Buy	+47,488	New	+$1.31M	0.36%	62

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Appleton Partners's PFE Position: Q2 2026 in Review

Appleton Partners sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,052 shares — an estimated $226K sold.

Appleton Partners first reported a position in PFE in Q2 2013 and held it in 52 quarters. The position peaked at $2.46M in Q2 2015. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Appleton Partners reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Appleton Partners sold 8,052 Pfizer shares in Q2 2026, an estimated $226K.
Appleton Partners first reported a position in Pfizer in Q2 2013 and held it in 52 quarters.
Appleton Partners's Pfizer position peaked at $2.46M in Q2 2015.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.