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Boltwood Capital Management’s Pfizer PFE Stock Holding History

Boltwood Capital 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 		$1.4M Buy
58,299
+1,480
+3% +$38.7K 0.32% 71
2026
Q1 		$1.6M Sell
56,819
-1,390
-2% -$37K 0.41% 61
2025
Q4 		$1.45M Sell
58,209
-65
-0.1% -$1.64K 0.38% 65
2025
Q3 		$1.48M Buy
58,274
+420
+0.7% +$10.4K 0.4% 62
2025
Q2 		$1.4M Buy
57,854
+1,205
+2% +$28.1K 0.4% 62
2025
Q1 		$1.44M Sell
56,649
-3,688
-6% -$96.5K 0.44% 60
2024
Q4 		$1.6M Sell
60,337
-2,385
-4% -$64.7K 0.49% 56
2024
Q3 		$1.82M Sell
62,722
-4,931
-7% -$144K 0.54% 54
2024
Q2 		$1.89M Buy
67,653
+260
+0.4% +$7.16K 0.59% 48
2024
Q1 		$1.87M Sell
67,393
-2,022
-3% -$56.1K 0.58% 50
2023
Q4 		$2M Buy
69,415
+5,592
+9% +$169K 0.66% 41
2023
Q3 		$2.12M Sell
63,823
-180
-0.3% -$6.37K 0.78% 38
2023
Q2 		$2.35M Buy
64,003
+235
+0.4% +$9.15K 0.85% 34
2023
Q1 		$2.6M Buy
63,768
+945
+2% +$40.8K 0.97% 28
2022
Q4 		$3.22M Sell
62,823
-2,410
-4% -$116K 1.31% 21
2022
Q3 		$2.85M Buy
65,233
+505
+0.8% +$24.5K 1.31% 18
2022
Q2 		$3.39M Sell
64,728
-102
-0.2% -$5.2K 1.47% 16
2022
Q1 		$3.36M Sell
64,830
-1,745
-3% -$90.5K 1.3% 20
2021
Q4 		$3.93M Sell
66,575
-935
-1% -$46.3K 1.45% 17
2021
Q3 		$2.9M Buy
67,510
+120
+0.2% +$5.32K 1.17% 26
2021
Q2 		$2.64M Sell
67,390
-115
-0.2% -$4.47K 1.1% 28
2021
Q1 		$2.45M Sell
67,505
-4,455
-6% -$158K 1.09% 25
2020
Q4 		$2.65M Sell
71,960
-5,704
-7% -$209K 1.29% 20
2020
Q3 		$2.7M Buy
77,664
+79
+0.1% +$2.77K 1.51% 16
2020
Q2 		$2.41M Sell
77,585
-790
-1% -$26.8K 1.45% 19
2020
Q1 		$2.43M Sell
78,375
-6,515
-8% -$222K 1.72% 15
2019
Q4 		$3.16M Buy
84,890
+14,113
+20% +$503K 1.77% 14
2019
Q3 		$2.41M Buy
70,777
+537
+0.8% +$19.5K 1.52% 18
2019
Q2 		$2.89M Sell
70,240
-105
-0.1% -$4.17K 1.84% 13
2019
Q1 		$2.83M Sell
70,345
-5,746
-8% -$230K 1.85% 13
2018
Q4 		$3.15M Sell
76,091
-3,653
-5% -$152K 2.16% 10
2018
Q3 		$3.33M Sell
79,744
-1,422
-2% -$54.7K 1.99% 11
2018
Q2 		$2.79M Sell
81,166
-93
-0.1% -$3.18K 1.82% 11
2018
Q1 		$2.74M Sell
81,259
-242,752
-75% -$8.35M 1.87% 10
2017
Q4 		$11.1M Sell
324,011
-1,476
-0.5% -$50.3K 6.81% 1
2017
Q3 		$11M Buy
325,487
+4,679
+1% +$150K 7.16% 1
2017
Q2 		$10.2M Sell
320,808
-1,521
-0.5% -$48K 6.92% 1
2017
Q1 		$10.5M Sell
322,329
-6,482
-2% -$204K 7.32% 1
2016
Q4 		$10.1M Sell
328,811
-448
-0.1% -$13.7K 7.75% 1
2016
Q3 		$10.6M Sell
329,259
-3,007
-0.9% -$101K 8.49% 1
2016
Q2 		$11.1M Sell
332,266
-696
-0.2% -$22.2K 9.23% 1
2016
Q1 		$9.36M Sell
332,962
-11,251
-3% -$321K 8.24% 1
2015
Q4 		$10.5M Buy
344,213
+30,136
+10% +$948K 9.66% 1
2015
Q3 		$9.36M Buy
314,077
+1,871
+0.6% +$60K 9.98% 1
2015
Q2 		$9.93M Buy
312,206
+224,583
+256% +$7.32M 9.77% 1
2015
Q1 		$2.89M Sell
87,623
-1,265
-1% -$40.2K 0.85% 31
2014
Q4 		$2.63M Sell
88,888
-32
-0% -$918 0.75% 33
2014
Q3 		$2.5M Sell
88,920
-1,581
-2% -$44.4K 0.74% 32
2014
Q2 		$2.55M Hold
90,501
– – 0.75% 33
2014
Q1 		$2.76M Sell
90,501
-11,540
-11% -$344K 0.87% 30
2013
Q4 		$2.96M Buy
102,041
+32
+0% +$931 0.97% 30
2013
Q3 		$2.78M Sell
102,009
-10,207
-9% -$278K 1.01% 29
2013
Q2 		$2.98M Buy
+112,216
New +$3.1M 1.23% 27

Other funds holding PFE

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Boltwood Capital Management's PFE Position: Q2 2026 in Review

Boltwood Capital Management increased its Pfizer (PFE) stake by 2.6% in Q2 2026, buying an estimated $38.7K and bringing the position to 58,299 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #71.

Boltwood Capital Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.1M in Q4 2017. 705 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Boltwood Capital Management held 58,299 shares of Pfizer worth $1.4M as of Q2 2026.
  • Boltwood Capital Management bought 1,480 Pfizer shares in Q2 2026, an estimated $38.7K.
  • Pfizer made up 0.32% of Boltwood Capital Management's portfolio in Q2 2026, its #71 holding.
  • Boltwood Capital Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's Pfizer position peaked at $11.1M in Q4 2017.
  • 705 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.