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Aull & Monroe Investment Management’s Pfizer PFE Stock Holding History

Aull & Monroe Investment Management’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 		$923K Sell
38,318
-47
-0.1% -$1.23K 0.39% 60
2026
Q1 		$1.08M Sell
38,365
-1,100
-3% -$29.3K 0.5% 53
2025
Q4 		$983K Buy
39,465
+700
+2% +$17.7K 0.49% 55
2025
Q3 		$988K Sell
38,765
-1,500
-4% -$37K 0.5% 54
2025
Q2 		$976K Sell
40,265
-6,100
-13% -$142K 0.52% 54
2025
Q1 		$1.17M Sell
46,365
-2,239
-5% -$58.6K 0.58% 54
2024
Q4 		$1.29M Sell
48,604
-5,694
-10% -$154K 0.66% 51
2024
Q3 		$1.57M Sell
54,298
-1,609
-3% -$46.9K 0.73% 47
2024
Q2 		$1.56M Sell
55,907
-4,932
-8% -$136K 0.77% 47
2024
Q1 		$1.69M Sell
60,839
-3,566
-6% -$99K 0.77% 43
2023
Q4 		$1.85M Sell
64,405
-3,155
-5% -$95.4K 0.92% 39
2023
Q3 		$2.24M Sell
67,560
-600
-0.9% -$21.2K 1.17% 26
2023
Q2 		$2.5M Sell
68,160
-500
-0.7% -$19.5K 1.26% 25
2023
Q1 		$2.8M Sell
68,660
-1,532
-2% -$66.2K 1.43% 22
2022
Q4 		$3.6M Sell
70,192
-1,900
-3% -$91.1K 1.79% 17
2022
Q3 		$3.15M Sell
72,092
-2,200
-3% -$107K 1.73% 18
2022
Q2 		$3.9M Sell
74,292
-124
-0.2% -$6.32K 1.97% 15
2022
Q1 		$3.85M Sell
74,416
-250
-0.3% -$13K 1.74% 17
2021
Q4 		$4.41M Sell
74,666
-1,545
-2% -$76.5K 1.96% 13
2021
Q3 		$3.28M Hold
76,211
– – 1.61% 19
2021
Q2 		$2.98M Buy
76,211
+1,260
+2% +$49K 1.42% 25
2021
Q1 		$2.71M Buy
74,951
+2,650
+4% +$94.1K 1.32% 24
2020
Q4 		$2.66M Buy
72,301
+17,607
+32% +$646K 1.42% 21
2020
Q3 		$1.91M Buy
54,694
+527
+1% +$18.5K 1.12% 29
2020
Q2 		$1.68M Sell
54,167
-1,357
-2% -$46.1K 1.04% 34
2020
Q1 		$1.72M Buy
55,524
+334
+0.6% +$11.4K 1.15% 30
2019
Q4 		$2.05M Sell
55,190
-316
-0.6% -$11.3K 1.04% 33
2019
Q3 		$1.89M Sell
55,506
-3,559
-6% -$129K 1% 36
2019
Q2 		$2.43M Sell
59,065
-132
-0.2% -$5.24K 1.29% 25
2019
Q1 		$2.39M Sell
59,197
-3,273
-5% -$131K 1.28% 24
2018
Q4 		$2.59M Sell
62,470
-5,237
-8% -$217K 1.48% 21
2018
Q3 		$2.83M Buy
67,707
+211
+0.3% +$8.12K 1.37% 23
2018
Q2 		$2.32M Sell
67,496
-3,161
-4% -$108K 1.19% 26
2018
Q1 		$2.38M Hold
70,657
– – 1.24% 26
2017
Q4 		$2.43M Sell
70,657
-2,319
-3% -$79.1K 1.22% 25
2017
Q3 		$2.47M Buy
72,976
+503
+0.7% +$16.2K 1.27% 25
2017
Q2 		$2.31M Sell
72,473
-316
-0.4% -$9.96K 1.23% 26
2017
Q1 		$2.36M Sell
72,789
-420
-0.6% -$13.2K 1.26% 24
2016
Q4 		$2.26M Sell
73,209
-457
-0.6% -$14K 1.27% 25
2016
Q3 		$2.37M Sell
73,666
-2,108
-3% -$70.5K 1.36% 24
2016
Q2 		$2.53M Buy
75,774
+948
+1% +$30.3K 1.46% 20
2016
Q1 		$2.1M Sell
74,826
-22
-0% -$628 1.26% 25
2015
Q4 		$2.29M Sell
74,848
-1,053
-1% -$33.1K 1.42% 21
2015
Q3 		$2.26M Sell
75,901
-159
-0.2% -$5.1K 1.46% 23
2015
Q2 		$2.56M Buy
76,060
+32
+0% +$1.04K 1.5% 24
2015
Q1 		$2.51M Sell
76,028
-606
-0.8% -$19.3K 1.41% 26
2014
Q4 		$2.27M Sell
76,634
-5,234
-6% -$150K 1.23% 31
2014
Q3 		$2.3M Buy
81,868
+597
+0.7% +$16.8K 1.22% 29
2014
Q2 		$2.29M Buy
81,271
+2,130
+3% +$60.7K 1.22% 28
2014
Q1 		$2.41M Buy
79,141
+1,792
+2% +$53.4K 1.38% 26
2013
Q4 		$2.25M Buy
77,349
+106
+0.1% +$3.08K 1.31% 28
2013
Q3 		$2.11M Sell
77,243
-475
-0.6% -$12.9K 1.36% 27
2013
Q2 		$2.07M Buy
+77,718
New +$2.15M 1.39% 24

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

Aull & Monroe Investment Management's PFE Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Pfizer (PFE) stake by 0.12% in Q2 2026, selling an estimated $1.23K and leaving 38,318 shares worth $923K. The position accounts for 0.39% of the portfolio, ranked #60.

Aull & Monroe Investment Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.41M in Q4 2021. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Aull & Monroe Investment Management held 38,318 shares of Pfizer worth $923K as of Q2 2026.
  • Aull & Monroe Investment Management sold 47 Pfizer shares in Q2 2026, an estimated $1.23K.
  • Pfizer made up 0.39% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #60 holding.
  • Aull & Monroe Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Pfizer position peaked at $4.41M in Q4 2021.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.