Barton Investment Management’s Pfizer PFE Stock Holding History

Barton 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	$228K	Sell	9,483 -237	-2%	-$6.2K	0.03%	60
2026 Q1	$273K	Sell	9,720 -83	-0.8%	-$2.21K	0.03%	52
2025 Q4	$244K	Buy	9,803 +19	+0.2%	+$479	0.03%	50
2025 Q3	$249K	Buy	9,784 +18	+0.2%	+$444	0.03%	50
2025 Q2	$237K	Buy	9,766 +18	+0.2%	+$420	0.02%	47
2025 Q1	$247K	Buy	9,748 +17	+0.2%	+$445	0.03%	43
2024 Q4	$258K	Buy	9,731 +16	+0.2%	+$434	0.03%	42
2024 Q3	$281K	Buy	9,715 +1,015	+12%	+$29.6K	0.04%	44
2024 Q2	$243K	Hold	8,700	–	–	0.03%	43
2024 Q1	$241K	Hold	8,700	–	–	0.03%	44
2023 Q4	$250K	Hold	8,700	–	–	0.03%	44
2023 Q3	$289K	Hold	8,700	–	–	0.05%	39
2023 Q2	$319K	Hold	8,700	–	–	0.05%	38
2023 Q1	$355K	Hold	8,700	–	–	0.06%	37
2022 Q4	$446K	Hold	8,700	–	–	0.09%	37
2022 Q3	$381K	Hold	8,700	–	–	0.08%	36
2022 Q2	$456K	Hold	8,700	–	–	0.09%	36
2022 Q1	$450K	Hold	8,700	–	–	0.06%	37
2021 Q4	$514K	Hold	8,700	–	–	0.04%	35
2021 Q3	$374K	Hold	8,700	–	–	0.03%	37
2021 Q2	$340K	Hold	8,700	–	–	0.03%	39
2021 Q1	$315K	Hold	8,700	–	–	0.03%	37
2020 Q4	$320K	Sell	8,700 -470	-5%	-$17.2K	0.03%	38
2020 Q3	$319K	Hold	9,170	–	–	0.03%	37
2020 Q2	$284K	Hold	9,170	–	–	0.03%	38
2020 Q1	$284K	Hold	9,170	–	–	0.04%	37
2019 Q4	$341K	Hold	9,170	–	–	0.05%	38
2019 Q3	$313K	Hold	9,170	–	–	0.05%	37
2019 Q2	$377K	Hold	9,170	–	–	0.06%	37
2019 Q1	$369K	Hold	9,170	–	–	0.06%	38
2018 Q4	$380K	Hold	9,170	–	–	0.08%	36
2018 Q3	$383K	Hold	9,170	–	–	0.06%	38
2018 Q2	$315K	Hold	9,170	–	–	0.05%	39
2018 Q1	$309K	Hold	9,170	–	–	0.06%	38
2017 Q4	$315K	Hold	9,170	–	–	0.07%	38
2017 Q3	$311K	Hold	9,170	–	–	0.07%	38
2017 Q2	$292K	Hold	9,170	–	–	0.08%	38
2017 Q1	$297K	Hold	9,170	–	–	0.09%	39
2016 Q4	$282K	Hold	9,170	–	–	0.09%	39
2016 Q3	$294K	Hold	9,170	–	–	0.1%	39
2016 Q2	$306K	Sell	9,170 -4,064	-31%	-$130K	0.11%	39
2016 Q1	$372K	Buy	13,234 +4,064	+44%	+$116K	0.1%	42
2015 Q4	$281K	Hold	9,170	–	–	0.09%	40
2015 Q3	$273K	Hold	9,170	–	–	0.1%	42
2015 Q2	$292K	Hold	9,170	–	–	0.1%	40
2015 Q1	$303K	Hold	9,170	–	–	0.11%	39
2014 Q4	$271K	Hold	9,170	–	–	0.1%	42
2014 Q3	$257K	Hold	9,170	–	–	0.1%	43
2014 Q2	$258K	Hold	9,170	–	–	0.1%	43
2014 Q1	$279K	Sell	9,170 -1,704	-16%	-$50.8K	0.11%	42
2013 Q4	$316K	Hold	10,874	–	–	0.13%	42
2013 Q3	$296K	Hold	10,874	–	–	0.13%	41
2013 Q2	$289K	Buy	+10,874	New	+$300K	0.15%	43

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barton Investment Management's PFE Position: Q2 2026 in Review

Barton Investment Management reduced its Pfizer (PFE) stake by 2.4% in Q2 2026, selling an estimated $6.2K and leaving 9,483 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #60.

Barton Investment Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $514K in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Barton Investment Management held 9,483 shares of Pfizer worth $228K as of Q2 2026.
Barton Investment Management sold 237 Pfizer shares in Q2 2026, an estimated $6.2K.
Pfizer made up 0.03% of Barton Investment Management's portfolio in Q2 2026, its #60 holding.
Barton Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
Barton Investment Management's Pfizer position peaked at $514K in Q4 2021.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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