Bellevue Asset Management’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
$34.4K Buy
1,429
+11
+0.8% +$288 0.02% 212
2026
Q1
$39.8K Sell
1,418
-74
-5% -$1.97K 0.02% 184
2025
Q4
$37.2K Sell
1,492
-260
-15% -$6.56K 0.01% 184
2025
Q3
$44.7K Sell
1,752
-99
-5% -$2.44K 0.02% 169
2025
Q2
$44.9K Buy
1,851
+15
+0.8% +$350 0.02% 167
2025
Q1
$46.5K Buy
1,836
+14
+0.8% +$366 0.03% 160
2024
Q4
$48.3K Buy
1,822
+172
+10% +$4.67K 0.03% 160
2024
Q3
$47.8K Sell
1,650
-240
-13% -$7K 0.02% 166
2024
Q2
$52.9K Sell
1,890
-1,135
-38% -$31.2K 0.03% 144
2024
Q1
$84K Sell
3,025
-21
-0.7% -$583 0.05% 108
2023
Q4
$87.7K Sell
3,046
-167
-5% -$5.05K 0.08% 104
2023
Q3
$107K Buy
3,213
+3
+0.1% +$106 0.07% 83
2023
Q2
$118K Buy
3,210
+2
+0.1% +$78 0.07% 79
2023
Q1
$131K Buy
3,208
+2
+0.1% +$86 0.09% 77
2022
Q4
$163K Buy
3,206
+1
+0% +$48 0.13% 67
2022
Q3
$140K Buy
3,205
+3
+0.1% +$146 0.11% 80
2022
Q2
$169K Buy
3,202
+1
+0% +$51 0.12% 71
2022
Q1
$167K Buy
3,201
+2
+0.1% +$104 0.1% 80
2021
Q4
$189K Sell
3,199
-231
-7% -$11.4K 0.11% 72
2021
Q3
$149K Buy
3,430
+1
+0% +$44 0.09% 89
2021
Q2
$134K Sell
3,429
-398
-10% -$15.5K 0.08% 100
2021
Q1
$139K Buy
3,827
+1,147
+43% +$40.7K 0.09% 100
2020
Q4
$100K Sell
2,680
-793
-23% -$29.1K 0.06% 112
2020
Q3
$121K Buy
3,473
+25
+0.7% +$877 0.08% 98
2020
Q2
$107K Sell
3,448
-42
-1% -$1.43K 0.11% 105
2020
Q1
$126K Buy
3,490
+172
+5% +$5.86K 0.13% 96
2019
Q4
$123K Buy
+3,318
New +$118K 0.09% 98

Other funds holding PFE

Bellevue Asset Management's PFE Position: Q2 2026 in Review

Bellevue Asset Management increased its Pfizer (PFE) stake by 0.78% in Q2 2026, buying an estimated $288 and bringing the position to 1,429 shares worth $34.4K. The position accounts for 0.02% of the portfolio, ranked #212.

Bellevue Asset Management first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $189K in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Bellevue Asset Management held 1,429 shares of Pfizer worth $34.4K as of Q2 2026.
  • Bellevue Asset Management bought 11 Pfizer shares in Q2 2026, an estimated $288.
  • Pfizer made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #212 holding.
  • Bellevue Asset Management first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's Pfizer position peaked at $189K in Q4 2021.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.