Clifford Swan Investment Counsel’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11M | Sell |
458,641
-30,654
| -6% | -$802K | 0.35% | 80 |
|
|
2026
Q1 | $13.7M | Buy |
489,295
+3,745
| +0.8% | +$99.7K | 0.47% | 64 |
|
|
2025
Q4 | $12.1M | Sell |
485,550
-17,164
| -3% | -$433K | 0.4% | 70 |
|
|
2025
Q3 | $12.8M | Sell |
502,714
-66,458
| -12% | -$1.64M | 0.43% | 68 |
|
|
2025
Q2 | $13.8M | Sell |
569,172
-27,572
| -5% | -$643K | 0.49% | 64 |
|
|
2025
Q1 | $15.1M | Sell |
596,744
-4,880
| -0.8% | -$128K | 0.56% | 56 |
|
|
2024
Q4 | $16M | Buy |
601,624
+47,279
| +9% | +$1.28M | 0.57% | 56 |
|
|
2024
Q3 | $16M | Buy |
554,345
+34,555
| +7% | +$1.01M | 0.57% | 57 |
|
|
2024
Q2 | $14.5M | Buy |
519,790
+2,935
| +0.6% | +$80.8K | 0.54% | 56 |
|
|
2024
Q1 | $14.3M | Buy |
516,855
+99,785
| +24% | +$2.77M | 0.53% | 60 |
|
|
2023
Q4 | $12M | Buy |
417,070
+18,611
| +5% | +$563K | 0.47% | 68 |
|
|
2023
Q3 | $13.2M | Buy |
398,459
+982
| +0.2% | +$34.7K | 0.55% | 57 |
|
|
2023
Q2 | $14.6M | Sell |
397,477
-2,018
| -0.5% | -$78.5K | 0.59% | 56 |
|
|
2023
Q1 | $16.3M | Sell |
399,495
-6,495
| -2% | -$281K | 0.68% | 49 |
|
|
2022
Q4 | $20.8M | Sell |
405,990
-646
| -0.2% | -$31K | 0.91% | 34 |
|
|
2022
Q3 | $17.8M | Sell |
406,636
-6,065
| -1% | -$295K | 0.84% | 39 |
|
|
2022
Q2 | $21.6M | Sell |
412,701
-7,567
| -2% | -$386K | 0.94% | 32 |
|
|
2022
Q1 | $21.8M | Buy |
420,268
+492
| +0.1% | +$25.5K | 0.81% | 39 |
|
|
2021
Q4 | $24.8M | Sell |
419,776
-1,378
| -0.3% | -$68.3K | 0.87% | 35 |
|
|
2021
Q3 | $18.4M | Sell |
421,154
-23,249
| -5% | -$1.03M | 0.67% | 42 |
|
|
2021
Q2 | $20.1M | Sell |
444,403
-26,462
| -6% | -$1.03M | 0.76% | 39 |
|
|
2021
Q1 | $17.1M | Buy |
470,865
+26,831
| +6% | +$953K | 0.7% | 43 |
|
|
2020
Q4 | $16.3M | Sell |
444,034
-35,861
| -7% | -$1.32M | 0.71% | 44 |
|
|
2020
Q3 | $16.7M | Sell |
479,895
-4,148
| -0.9% | -$145K | 0.8% | 39 |
|
|
2020
Q2 | $15M | Sell |
484,043
-6,288
| -1% | -$214K | 0.77% | 41 |
|
|
2020
Q1 | $15.2M | Buy |
490,331
+1,501
| +0.3% | +$51.1K | 0.92% | 35 |
|
|
2019
Q4 | $18.2M | Sell |
488,830
-962
| -0.2% | -$34.3K | 0.88% | 37 |
|
|
2019
Q3 | $16.7M | Buy |
489,792
+11,960
| +3% | +$435K | 0.87% | 39 |
|
|
2019
Q2 | $19.6M | Sell |
477,832
-4,169
| -0.9% | -$166K | 1.03% | 31 |
|
|
2019
Q1 | $19.4M | Sell |
482,001
-9,102
| -2% | -$365K | 1.04% | 32 |
|
|
2018
Q4 | $20.3M | Sell |
491,103
-28,800
| -6% | -$1.2M | 1.23% | 24 |
|
|
2018
Q3 | $21.7M | Sell |
519,903
-10,740
| -2% | -$413K | 1.13% | 27 |
|
|
2018
Q2 | $18.3M | Sell |
530,643
-6,675
| -1% | -$228K | 1.02% | 33 |
|
|
2018
Q1 | $18.1M | Buy |
537,318
+32,862
| +7% | +$1.13M | 1.02% | 31 |
|
|
2017
Q4 | $17.3M | Sell |
504,456
-11,380
| -2% | -$388K | 0.94% | 36 |
|
|
2017
Q3 | $17.5M | Sell |
515,836
-1,106
| -0.2% | -$35.5K | 1.06% | 28 |
|
|
2017
Q2 | $16.5M | Sell |
516,942
-13,329
| -3% | -$420K | 1.03% | 29 |
|
|
2017
Q1 | $17.2M | Sell |
530,271
-10,275
| -2% | -$324K | 1.1% | 27 |
|
|
2016
Q4 | $16.7M | Buy |
540,546
+21,044
| +4% | +$642K | 1.11% | 27 |
|
|
2016
Q3 | $16.7M | Buy |
519,502
+1,509
| +0.3% | +$50.5K | 1.13% | 27 |
|
|
2016
Q2 | $17.3M | Sell |
517,993
-16,186
| -3% | -$517K | 1.2% | 22 |
|
|
2016
Q1 | $15M | Sell |
534,179
-18,484
| -3% | -$528K | 1.02% | 32 |
|
|
2015
Q4 | $16.9M | Buy |
552,663
+2,235
| +0.4% | +$70.3K | 1.16% | 26 |
|
|
2015
Q3 | $16.4M | Sell |
550,428
-2,662
| -0.5% | -$85.4K | 1.17% | 27 |
|
|
2015
Q2 | $17.6M | Sell |
553,090
-8,660
| -2% | -$282K | 1.18% | 29 |
|
|
2015
Q1 | $18.5M | Sell |
561,750
-22,205
| -4% | -$706K | 1.22% | 25 |
|
|
2014
Q4 | $17.3M | Sell |
583,955
-8,376
| -1% | -$240K | 1.14% | 32 |
|
|
2014
Q3 | $16.6M | Sell |
592,331
-8,558
| -1% | -$240K | 1.13% | 31 |
|
|
2014
Q2 | $16.9M | Sell |
600,889
-20,586
| -3% | -$587K | 1.14% | 32 |
|
|
2014
Q1 | $18.9M | Buy |
621,475
+2,399
| +0.4% | +$71.5K | 1.33% | 25 |
|
|
2013
Q4 | $18M | Sell |
619,076
-11,092
| -2% | -$323K | 1.3% | 28 |
|
|
2013
Q3 | $17.2M | Buy |
630,168
+29,558
| +5% | +$804K | 1.37% | 25 |
|
|
2013
Q2 | $16M | Buy |
+600,610
| New | +$16.6M | 1.33% | 26 |
|
Other funds holding PFE
Clifford Swan Investment Counsel's PFE Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its Pfizer (PFE) stake by 6.3% in Q2 2026, selling an estimated $802K and leaving 458,641 shares worth $11M. The position accounts for 0.35% of the portfolio, ranked #80.
Clifford Swan Investment Counsel first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.8M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Clifford Swan Investment Counsel held 458,641 shares of Pfizer worth $11M as of Q2 2026.
- Clifford Swan Investment Counsel sold 30,654 Pfizer shares in Q2 2026, an estimated $802K.
- Pfizer made up 0.35% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #80 holding.
- Clifford Swan Investment Counsel first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- Clifford Swan Investment Counsel's Pfizer position peaked at $24.8M in Q4 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.