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Birch Hill Investment Advisors’s Pfizer PFE Stock Holding History

Birch Hill Investment Advisors’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 		$481K Sell
19,955
-1,500
-7% -$39.2K 0.02% 154
2026
Q1 		$602K Sell
21,455
-475
-2% -$12.6K 0.03% 139
2025
Q4 		$546K Buy
21,930
+1,475
+7% +$37.2K 0.02% 143
2025
Q3 		$521K Hold
20,455
– – 0.02% 141
2025
Q2 		$496K Sell
20,455
-350
-2% -$8.16K 0.02% 141
2025
Q1 		$527K Sell
20,805
-2,150
-9% -$56.3K 0.03% 137
2024
Q4 		$609K Sell
22,955
-3,587
-14% -$97.3K 0.03% 132
2024
Q3 		$768K Sell
26,542
-1,500
-5% -$43.8K 0.04% 115
2024
Q2 		$785K Buy
28,042
+2,500
+10% +$68.8K 0.04% 113
2024
Q1 		$709K Sell
25,542
-1,879
-7% -$52.1K 0.03% 111
2023
Q4 		$789K Sell
27,421
-2,497
-8% -$75.5K 0.04% 106
2023
Q3 		$992K Sell
29,918
-346
-1% -$12.2K 0.06% 97
2023
Q2 		$1.11M Buy
30,264
+897
+3% +$34.9K 0.06% 92
2023
Q1 		$1.2M Sell
29,367
-260
-0.9% -$11.2K 0.07% 89
2022
Q4 		$1.52M Hold
29,627
– – 0.1% 83
2022
Q3 		$1.3M Sell
29,627
-219
-0.7% -$10.6K 0.09% 87
2022
Q2 		$1.56M Buy
29,846
+160
+0.5% +$8.15K 0.1% 82
2022
Q1 		$1.54M Sell
29,686
-650
-2% -$33.7K 0.08% 89
2021
Q4 		$1.79M Sell
30,336
-1,120
-4% -$55.5K 0.09% 84
2021
Q3 		$1.35M Buy
31,456
+1,615
+5% +$71.5K 0.07% 87
2021
Q2 		$1.17M Sell
29,841
-400
-1% -$15.6K 0.06% 91
2021
Q1 		$1.1M Sell
30,241
-12,500
-29% -$444K 0.06% 91
2020
Q4 		$1.57M Sell
42,741
-4,126
-9% -$151K 0.09% 81
2020
Q3 		$1.63M Buy
46,867
+790
+2% +$27.7K 0.11% 75
2020
Q2 		$1.43M Buy
46,077
+527
+1% +$17.9K 0.1% 75
2020
Q1 		$1.41M Sell
45,550
-8,536
-16% -$291K 0.12% 72
2019
Q4 		$2.01M Buy
54,086
+1,370
+3% +$48.8K 0.13% 70
2019
Q3 		$1.8M Buy
52,716
+539
+1% +$19.6K 0.13% 71
2019
Q2 		$2.15M Sell
52,177
-2,240
-4% -$88.9K 0.16% 68
2019
Q1 		$2.19M Sell
54,417
-3,531
-6% -$141K 0.17% 71
2018
Q4 		$2.4M Hold
57,948
– – 0.21% 65
2018
Q3 		$2.42M Buy
57,948
+6,524
+13% +$251K 0.18% 69
2018
Q2 		$1.77M Buy
51,424
+9,671
+23% +$330K 0.14% 73
2018
Q1 		$1.41M Buy
41,753
+15,910
+62% +$547K 0.12% 72
2017
Q4 		$888K Sell
25,843
-148
-0.6% -$5.05K 0.07% 82
2017
Q3 		$880K Hold
25,991
– – 0.08% 80
2017
Q2 		$828K Sell
25,991
-421
-2% -$13.3K 0.07% 81
2017
Q1 		$857K Buy
26,412
+147
+0.6% +$4.63K 0.07% 81
2016
Q4 		$809K Sell
26,265
-2,108
-7% -$64.4K 0.07% 80
2016
Q3 		$912K Hold
28,373
– – 0.08% 79
2016
Q2 		$948K Sell
28,373
-210
-0.7% -$6.7K 0.09% 78
2016
Q1 		$804K Sell
28,583
-1,687
-6% -$48.2K 0.08% 81
2015
Q4 		$927K Sell
30,270
-938
-3% -$29.5K 0.1% 80
2015
Q3 		$930K Sell
31,208
-5,745
-16% -$184K 0.1% 79
2015
Q2 		$1.18M Sell
36,953
-211
-0.6% -$6.88K 0.12% 76
2015
Q1 		$1.23M Sell
37,164
-4,680
-11% -$149K 0.13% 76
2014
Q4 		$1.24M Sell
41,844
-527
-1% -$15.1K 0.13% 76
2014
Q3 		$1.19M Hold
42,371
– – 0.12% 75
2014
Q2 		$1.19M Hold
42,371
– – 0.12% 73
2014
Q1 		$1.29M Buy
42,371
+3,522
+9% +$105K 0.14% 72
2013
Q4 		$1.13M Buy
38,849
+632
+2% +$18.4K 0.12% 77
2013
Q3 		$1.04M Sell
38,217
-105
-0.3% -$2.86K 0.12% 78
2013
Q2 		$1.02M Buy
+38,322
New +$1.06M 0.13% 78

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

Birch Hill Investment Advisors's PFE Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Pfizer (PFE) stake by 7% in Q2 2026, selling an estimated $39.2K and leaving 19,955 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #154.

Birch Hill Investment Advisors first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.42M in Q3 2018. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Birch Hill Investment Advisors held 19,955 shares of Pfizer worth $481K as of Q2 2026.
  • Birch Hill Investment Advisors sold 1,500 Pfizer shares in Q2 2026, an estimated $39.2K.
  • Pfizer made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • Birch Hill Investment Advisors first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Birch Hill Investment Advisors's Pfizer position peaked at $2.42M in Q3 2018.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.