Brown Shipley & Co’s Pfizer PFE Stock Holding History

Brown Shipley & Co’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	$181K	Sell	7,530 -625	-8%	-$16.3K	0.09%	40
2026 Q1	$229K	Buy	8,155 +1,890	+30%	+$50.3K	0.14%	35
2025 Q4	$156K	Buy	6,265 +2,869	+84%	+$72.3K	0.08%	37
2025 Q3	$86.5K	Hold	3,396	–	–	0.05%	46
2025 Q2	$82.3K	Sell	3,396 -1,991	-37%	-$46.4K	0.05%	48
2025 Q1	$137K	Hold	5,387	–	–	0.08%	41
2024 Q4	$143K	Buy	5,387 +220	+4%	+$5.97K	0.07%	42
2024 Q3	$150K	Sell	5,167 -73	-1%	-$2.13K	0.07%	43
2024 Q2	$147K	Sell	5,240 -14,076	-73%	-$388K	0.07%	43
2024 Q1	$535K	Sell	19,316 -1,261	-6%	-$35K	0.17%	42
2023 Q4	$592K	Sell	20,577 -623	-3%	-$18.8K	0.29%	35
2023 Q3	$703K	Buy	21,200 +746	+4%	+$26.4K	0.39%	35
2023 Q2	$750K	Sell	20,454 -99	-0.5%	-$3.85K	0.31%	42
2023 Q1	$839K	Buy	+20,553	New	+$888K	0.54%	32

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Brown Shipley & Co's PFE Position: Q2 2026 in Review

Brown Shipley & Co reduced its Pfizer (PFE) stake by 7.7% in Q2 2026, selling an estimated $16.3K and leaving 7,530 shares worth $181K. The position accounts for 0.09% of the portfolio, ranked #40.

Brown Shipley & Co first reported a position in PFE in Q1 2023 and has held it in 14 quarters since. The position peaked at $839K in Q1 2023. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Brown Shipley & Co held 7,530 shares of Pfizer worth $181K as of Q2 2026.
Brown Shipley & Co sold 625 Pfizer shares in Q2 2026, an estimated $16.3K.
Pfizer made up 0.09% of Brown Shipley & Co's portfolio in Q2 2026, its #40 holding.
Brown Shipley & Co first reported a position in Pfizer in Q1 2023 and has held it in 14 quarters since.
Brown Shipley & Co's Pfizer position peaked at $839K in Q1 2023.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.