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Chesley Taft & Associates’s Pfizer PFE Stock Holding History

Chesley Taft & Associates’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 		$4.68M Sell
194,317
-9,511
-5% -$249K 0.18% 96
2026
Q1 		$5.72M Sell
203,828
-4,729
-2% -$126K 0.24% 85
2025
Q4 		$5.19M Buy
208,557
+60,956
+41% +$1.54M 0.2% 91
2025
Q3 		$3.76M Sell
147,601
-443
-0.3% -$10.9K 0.16% 112
2025
Q2 		$3.59M Sell
148,044
-2,093
-1% -$48.8K 0.16% 113
2025
Q1 		$3.8M Sell
150,137
-2,303
-2% -$60.3K 0.18% 102
2024
Q4 		$4.04M Buy
152,440
+3,833
+3% +$104K 0.19% 99
2024
Q3 		$4.3M Sell
148,607
-2,176
-1% -$63.5K 0.21% 91
2024
Q2 		$4.22M Sell
150,783
-443
-0.3% -$12.2K 0.21% 88
2024
Q1 		$4.2M Sell
151,226
-4,225
-3% -$117K 0.21% 93
2023
Q4 		$4.48M Buy
155,451
+519
+0.3% +$15.7K 0.25% 82
2023
Q3 		$5.14M Sell
154,932
-22,778
-13% -$805K 0.33% 73
2023
Q2 		$6.52M Sell
177,710
-3,070
-2% -$119K 0.4% 62
2023
Q1 		$7.38M Sell
180,780
-2,711
-1% -$117K 0.48% 57
2022
Q4 		$9.4M Sell
183,491
-364
-0.2% -$17.5K 0.65% 46
2022
Q3 		$8.04M Sell
183,855
-2,544
-1% -$124K 0.59% 46
2022
Q2 		$9.77M Sell
186,399
-157
-0.1% -$8K 0.67% 44
2022
Q1 		$9.91M Buy
186,556
+1,162
+0.6% +$60.3K 0.58% 51
2021
Q4 		$10.9M Buy
185,394
+2,488
+1% +$123K 0.57% 53
2021
Q3 		$7.87M Buy
182,906
+2,510
+1% +$111K 0.45% 62
2021
Q2 		$7.06M Buy
180,396
+1,420
+0.8% +$55.2K 0.41% 68
2021
Q1 		$6.49M Buy
178,976
+3,748
+2% +$133K 0.39% 70
2020
Q4 		$6.45M Sell
175,228
-9,984
-5% -$366K 0.41% 66
2020
Q3 		$6.45M Sell
185,212
-2,868
-2% -$101K 0.46% 61
2020
Q2 		$5.83M Sell
188,080
-1,902
-1% -$64.6K 0.44% 62
2020
Q1 		$5.88M Sell
189,982
-1,903
-1% -$64.8K 0.54% 56
2019
Q4 		$7.13M Sell
191,885
-651
-0.3% -$23.2K 0.51% 56
2019
Q3 		$6.56M Sell
192,536
-2,651
-1% -$96.4K 0.51% 58
2019
Q2 		$8.02M Sell
195,187
-27,424
-12% -$1.09M 0.63% 50
2019
Q1 		$8.97M Sell
222,611
-4,521
-2% -$181K 0.75% 44
2018
Q4 		$9.41M Sell
227,132
-6,479
-3% -$269K 0.91% 38
2018
Q3 		$9.77M Sell
233,611
-42
-0% -$1.62K 0.78% 46
2018
Q2 		$8.04M Buy
233,653
+1,509
+0.7% +$51.6K 0.69% 49
2018
Q1 		$7.82M Sell
232,144
-778
-0.3% -$26.7K 0.69% 47
2017
Q4 		$8M Sell
232,922
-4,796
-2% -$164K 0.68% 49
2017
Q3 		$8.05M Sell
237,718
-7,732
-3% -$249K 0.7% 50
2017
Q2 		$7.82M Sell
245,450
-52,983
-18% -$1.67M 0.71% 46
2017
Q1 		$9.69M Sell
298,433
-10,278
-3% -$324K 0.91% 34
2016
Q4 		$9.51M Sell
308,711
-1,820
-0.6% -$55.6K 0.94% 35
2016
Q3 		$9.98M Buy
310,531
+4,445
+1% +$149K 1.01% 37
2016
Q2 		$10.2M Buy
306,086
+391
+0.1% +$12.5K 1.05% 30
2016
Q1 		$8.6M Buy
305,695
+866
+0.3% +$24.7K 0.91% 40
2015
Q4 		$9.34M Sell
304,829
-10,109
-3% -$318K 0.98% 37
2015
Q3 		$9.38M Sell
314,938
-3,476
-1% -$111K 1.02% 35
2015
Q2 		$10.1M Sell
318,414
-3,636
-1% -$119K 1.03% 36
2015
Q1 		$10.6M Buy
322,050
+110
+0% +$3.5K 1.09% 34
2014
Q4 		$9.52M Sell
321,940
-323
-0.1% -$9.26K 0.96% 42
2014
Q3 		$9.04M Sell
322,263
-1,659
-0.5% -$46.6K 0.95% 41
2014
Q2 		$9.12M Sell
323,922
-6,572
-2% -$187K 0.94% 39
2014
Q1 		$10.1M Buy
330,494
+1,608
+0.5% +$47.9K 1.08% 28
2013
Q4 		$9.56M Buy
328,886
+3,676
+1% +$107K 0.95% 34
2013
Q3 		$8.86M Sell
325,210
-6,446
-2% -$175K 0.97% 32
2013
Q2 		$8.81M Buy
+331,656
New +$9.16M 1.02% 28

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

Chesley Taft & Associates's PFE Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Pfizer (PFE) stake by 4.7% in Q2 2026, selling an estimated $249K and leaving 194,317 shares worth $4.68M. The position accounts for 0.18% of the portfolio, ranked #96.

Chesley Taft & Associates first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.9M in Q4 2021. 705 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Chesley Taft & Associates held 194,317 shares of Pfizer worth $4.68M as of Q2 2026.
  • Chesley Taft & Associates sold 9,511 Pfizer shares in Q2 2026, an estimated $249K.
  • Pfizer made up 0.18% of Chesley Taft & Associates's portfolio in Q2 2026, its #96 holding.
  • Chesley Taft & Associates first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's Pfizer position peaked at $10.9M in Q4 2021.
  • 705 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.