Caldwell Investment Management’s Pfizer PFE Stock Holding History

Caldwell Investment 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	–	Sell	-75,000	Closed	-$2.09M	–	57
2026 Q1	$2.09M	Buy	+75,000	New	+$2M	0.82%	19

Other funds holding PFE

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

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

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

Caldwell Investment Management's PFE Position: Q2 2026 in Review

Caldwell Investment Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 75,000 shares — an estimated $2.09M sold.

Caldwell Investment Management first reported a position in PFE in Q1 2026 and held it in 1 quarter. The position peaked at $2.09M in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Caldwell Investment Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Caldwell Investment Management sold 75,000 Pfizer shares in Q2 2026, an estimated $2.09M.
Caldwell Investment Management first reported a position in Pfizer in Q1 2026 and held it in 1 quarter.
Caldwell Investment Management's Pfizer position peaked at $2.09M in Q1 2026.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.