Caldwell Sutter Capital’s Pfizer PFE Stock Holding History

Caldwell Sutter Capital’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	$1.37M	Sell	56,959 -9,384	-14%	-$245K	0.52%	47
2026 Q1	$1.86M	Buy	66,343 +2,392	+4%	+$63.7K	0.76%	30
2025 Q4	$1.59M	Sell	63,951 -1,311	-2%	-$33.1K	0.68%	37
2025 Q3	$1.66M	Buy	65,262 +36	+0.1%	+$889	0.71%	35
2025 Q2	$1.58M	Buy	65,226 +769	+1%	+$17.9K	0.72%	33
2025 Q1	$1.63M	Sell	64,457 -1,213	-2%	-$31.7K	0.78%	33
2024 Q4	$1.74M	Sell	65,670 -8,509	-11%	-$231K	0.81%	30
2024 Q3	$2.15M	Sell	74,179 -550	-0.7%	-$16K	1%	19
2024 Q2	$2.09M	Buy	74,729 +1,108	+2%	+$30.5K	1.03%	15
2024 Q1	$2.04M	Buy	73,621 +1,674	+2%	+$46.5K	0.98%	17
2023 Q4	$2.07M	Buy	71,947 +2,153	+3%	+$65.1K	1.05%	15
2023 Q3	$2.32M	Buy	69,794 +364	+0.5%	+$12.9K	1.28%	12
2023 Q2	$2.55M	Buy	69,430 +11,673	+20%	+$454K	1.33%	13
2023 Q1	$2.36M	Buy	57,757 +8,329	+17%	+$360K	1.72%	12
2022 Q4	$2.53M	Buy	+49,428	New	+$2.37M	2.23%	9

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 Sutter Capital's PFE Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $245K and leaving 56,959 shares worth $1.37M. The position accounts for 0.52% of the portfolio, ranked #47.

Caldwell Sutter Capital first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.55M in Q2 2023. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Caldwell Sutter Capital held 56,959 shares of Pfizer worth $1.37M as of Q2 2026.
Caldwell Sutter Capital sold 9,384 Pfizer shares in Q2 2026, an estimated $245K.
Pfizer made up 0.52% of Caldwell Sutter Capital's portfolio in Q2 2026, its #47 holding.
Caldwell Sutter Capital first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Pfizer position peaked at $2.55M in Q2 2023.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.