Bellecapital’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.75M | Sell |
197,078
-59,404
| -23% | -$1.55M | 0.76% | 34 |
|
|
2026
Q1 | $7.2M | Buy |
256,482
+15,307
| +6% | +$408K | 1.3% | 28 |
|
|
2025
Q4 | $6.01M | Buy |
241,175
+29,924
| +14% | +$755K | 1.07% | 27 |
|
|
2025
Q3 | $5.38M | Buy |
211,251
+5,279
| +3% | +$130K | 0.87% | 33 |
|
|
2025
Q2 | $4.99M | Buy |
205,972
+16,768
| +9% | +$391K | 0.89% | 32 |
|
|
2025
Q1 | $4.79M | Buy |
189,204
+13,364
| +8% | +$350K | 0.95% | 30 |
|
|
2024
Q4 | $4.67M | Sell |
175,840
-20,363
| -10% | -$552K | 0.82% | 31 |
|
|
2024
Q3 | $5.68M | Buy |
196,203
+18,404
| +10% | +$537K | 1.13% | 27 |
|
|
2024
Q2 | $4.97M | Buy |
177,799
+109,421
| +160% | +$3.01M | 1.05% | 30 |
|
|
2024
Q1 | $1.9M | Buy |
68,378
+22,255
| +48% | +$618K | 0.42% | 46 |
|
|
2023
Q4 | $1.33M | Buy |
46,123
+13,491
| +41% | +$408K | 0.3% | 55 |
|
|
2023
Q3 | $1.08M | Buy |
32,632
+8,758
| +37% | +$310K | 0.27% | 64 |
|
|
2023
Q2 | $876K | Buy |
23,874
+1,178
| +5% | +$45.9K | 0.21% | 72 |
|
|
2023
Q1 | $926K | Buy |
22,696
+5,077
| +29% | +$219K | 0.23% | 75 |
|
|
2022
Q4 | $903K | Buy |
17,619
+225
| +1% | +$10.8K | 0.25% | 71 |
|
|
2022
Q3 | $761K | Buy |
17,394
+528
| +3% | +$25.7K | 0.23% | 71 |
|
|
2022
Q2 | $884K | Sell |
16,866
-528
| -3% | -$26.9K | 0.25% | 73 |
|
|
2022
Q1 | $900K | Buy |
17,394
+969
| +6% | +$50.3K | 0.29% | 67 |
|
|
2021
Q4 | $970K | Buy |
16,425
+160
| +1% | +$7.93K | 0.28% | 69 |
|
|
2021
Q3 | $700K | Hold |
16,265
| – | – | 0.21% | 91 |
|
|
2021
Q2 | $637K | Sell |
16,265
-2,180
| -12% | -$84.8K | 0.19% | 96 |
|
|
2021
Q1 | $668K | Sell |
18,445
-1,355
| -7% | -$48.1K | 0.21% | 86 |
|
|
2020
Q4 | $729K | Buy |
19,800
+2,994
| +18% | +$110K | 0.24% | 74 |
|
|
2020
Q3 | $585K | Buy |
16,806
+2,362
| +16% | +$82.8K | 0.27% | 71 |
|
|
2020
Q2 | $448K | Buy |
+14,444
| New | +$491K | 0.21% | 79 |
|
|
2017
Q2 | – | Sell |
-31,771
| Closed | -$1.03M | – | 76 |
|
|
2017
Q1 | $1.03M | Hold |
31,771
| – | – | 0.95% | 29 |
|
|
2016
Q4 | $979K | Buy |
31,771
+1,924
| +6% | +$58.7K | 0.87% | 29 |
|
|
2016
Q3 | $926K | Hold |
29,847
| – | – | 1.03% | 28 |
|
|
2016
Q2 | $974K | Hold |
29,847
| – | – | 1.07% | 27 |
|
|
2016
Q1 | $816K | Hold |
29,847
| – | – | 1.09% | 26 |
|
|
2015
Q4 | $914K | Hold |
29,847
| – | – | 1.17% | 28 |
|
|
2015
Q3 | $889K | Sell |
29,847
-1,555
| -5% | -$49.9K | 1.31% | 22 |
|
|
2015
Q2 | $999K | Sell |
31,402
-7,222
| -19% | -$235K | 1.28% | 22 |
|
|
2015
Q1 | $1.27M | Sell |
38,624
-1,686
| -4% | -$53.6K | 1.7% | 14 |
|
|
2014
Q4 | $1.19M | Sell |
40,310
-316
| -0.8% | -$9.06K | 1.62% | 16 |
|
|
2014
Q3 | $1.14M | Sell |
40,626
-633
| -2% | -$17.8K | 1.33% | 18 |
|
|
2014
Q2 | $1.16M | Sell |
41,259
-2,840
| -6% | -$81K | 1.14% | 24 |
|
|
2014
Q1 | $1.34M | Sell |
44,099
-2
| -0% | -$60 | 1.17% | 23 |
|
|
2013
Q4 | $1.28M | Buy |
+44,101
| New | +$1.28M | 1.23% | 23 |
|
Other funds holding PFE
Bellecapital's PFE Position: Q2 2026 in Review
Bellecapital reduced its Pfizer (PFE) stake by 23% in Q2 2026, selling an estimated $1.55M and leaving 197,078 shares worth $4.75M. The position accounts for 0.76% of the portfolio, ranked #34.
Bellecapital first reported a position in PFE in Q4 2013 and has held it in 39 quarters since. The position peaked at $7.2M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Bellecapital held 197,078 shares of Pfizer worth $4.75M as of Q2 2026.
- Bellecapital sold 59,404 Pfizer shares in Q2 2026, an estimated $1.55M.
- Pfizer made up 0.76% of Bellecapital's portfolio in Q2 2026, its #34 holding.
- Bellecapital first reported a position in Pfizer in Q4 2013 and has held it in 39 quarters since.
- Bellecapital's Pfizer position peaked at $7.2M in Q1 2026.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.