Bellevue Group’s Pfizer PFE Stock Holding History

Bellevue Group’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	$925K	Sell	38,431 -69,204	-64%	-$1.81M	0.02%	103
2026 Q1	$3.02M	Buy	107,635 +50,788	+89%	+$1.35M	0.07%	75
2025 Q4	$1.42M	Buy	56,847 +45,020	+381%	+$1.14M	0.03%	106
2025 Q3	$301K	Sell	11,827 -59,088	-83%	-$1.46M	0.01%	124
2025 Q2	$1.72M	Sell	70,915 -49,831	-41%	-$1.16M	0.04%	98
2025 Q1	$3.06M	Sell	120,746 -20,814	-15%	-$545K	0.07%	96
2024 Q4	$3.76M	Buy	141,560 +485	+0.3%	+$13.2K	0.07%	100
2024 Q3	$4.08M	Buy	141,075 +52,461	+59%	+$1.53M	0.07%	100
2024 Q2	$2.48M	Buy	88,614 +54,780	+162%	+$1.51M	0.04%	110
2024 Q1	$939K	Buy	33,834 +10,966	+48%	+$304K	0.01%	121
2023 Q4	$658K	Buy	22,868 +13,313	+139%	+$402K	0.01%	128
2023 Q3	$317K	Buy	+9,555	New	+$338K	0.01%	142
2023 Q2	–	Sell	-740,695	Closed	-$30.2M	–	164
2023 Q1	$30.2M	Sell	740,695 -47,978	-6%	-$2.07M	0.44%	63
2022 Q4	$40.4M	Buy	788,673 +21,373	+3%	+$1.02M	0.54%	59
2022 Q3	$33.6M	Sell	767,300 -68,384	-8%	-$3.32M	0.48%	61
2022 Q2	$43.8M	Buy	835,684 +789,184	+1,697%	+$40.2M	0.62%	51
2022 Q1	$2.41M	Sell	46,500 -66,500	-59%	-$3.45M	0.03%	130
2021 Q4	$6.67M	Buy	113,000 +13,400	+13%	+$664K	0.07%	118
2021 Q3	$4.28M	Buy	+99,600	New	+$4.41M	0.04%	135
2021 Q1	–	Sell	-73,900	Closed	-$2.72M	–	228
2020 Q4	$2.72M	Sell	73,900 -3,991	-5%	-$146K	0.03%	136
2020 Q3	$2.71M	Buy	+77,891	New	+$2.73M	0.04%	139
2020 Q2	–	Sell	-94,860	Closed	-$2.94M	–	219
2020 Q1	$2.94M	Buy	94,860 +31,620	+50%	+$1.08M	0.06%	120
2019 Q4	$2.35M	Buy	63,240 +21,080	+50%	+$751K	0.04%	127
2019 Q3	$1.44M	Hold	42,160	–	–	0.03%	131
2019 Q2	$1.73M	Hold	42,160	–	–	0.03%	133
2019 Q1	$1.7M	Buy	+42,160	New	+$1.69M	0.09%	115
2018 Q4	–	Sell	-30,777	Closed	-$1.29M	–	142
2018 Q3	$1.29M	Hold	30,777	–	–	0.08%	119
2018 Q2	$1.06M	Hold	30,777	–	–	0.09%	119
2018 Q1	$1.04M	Hold	30,777	–	–	0.1%	106
2017 Q4	$1.06M	Hold	30,777	–	–	0.11%	108
2017 Q3	$1.04M	Hold	30,777	–	–	0.11%	107
2017 Q2	$981K	Sell	30,777 -21,923	-42%	-$691K	0.12%	106
2017 Q1	$1.71M	Hold	52,700	–	–	0.23%	85
2016 Q4	$1.62M	Hold	52,700	–	–	0.33%	72
2016 Q3	$1.69M	Hold	52,700	–	–	0.31%	81
2016 Q2	$1.76M	Sell	52,700 -63,240	-55%	-$2.02M	0.33%	77
2016 Q1	$3.26M	Buy	+115,940	New	+$3.31M	0.59%	53

Other funds holding PFE

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

VCM

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

VPM

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

Bellevue Group's PFE Position: Q2 2026 in Review

Bellevue Group reduced its Pfizer (PFE) stake by 64% in Q2 2026, selling an estimated $1.81M and leaving 38,431 shares worth $925K. The position accounts for 0.02% of the portfolio, ranked #103.

Bellevue Group first reported a position in PFE in Q1 2016 and has held it in 37 quarters since. The position peaked at $43.8M in Q2 2022. 2,640 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Bellevue Group held 38,431 shares of Pfizer worth $925K as of Q2 2026.
Bellevue Group sold 69,204 Pfizer shares in Q2 2026, an estimated $1.81M.
Pfizer made up 0.02% of Bellevue Group's portfolio in Q2 2026, its #103 holding.
Bellevue Group first reported a position in Pfizer in Q1 2016 and has held it in 37 quarters since.
Bellevue Group's Pfizer position peaked at $43.8M in Q2 2022.
2,640 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.