Crestwood Advisors Group’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 | $3.32M | Sell |
137,811
-7,511
| -5% | -$196K | 0.05% | 191 |
|
|
2026
Q1 | $4.08M | Buy |
145,322
+5,394
| +4% | +$144K | 0.07% | 159 |
|
|
2025
Q4 | $3.48M | Sell |
139,928
-3,420
| -2% | -$86.2K | 0.06% | 169 |
|
|
2025
Q3 | $3.65M | Buy |
143,348
+348
| +0.2% | +$8.59K | 0.06% | 159 |
|
|
2025
Q2 | $3.47M | Buy |
143,000
+6,851
| +5% | +$160K | 0.06% | 161 |
|
|
2025
Q1 | $3.45M | Sell |
136,149
-1,748
| -1% | -$45.7K | 0.07% | 153 |
|
|
2024
Q4 | $3.66M | Buy |
137,897
+3,382
| +3% | +$91.7K | 0.07% | 143 |
|
|
2024
Q3 | $3.89M | Buy |
134,515
+311
| +0.2% | +$9.07K | 0.07% | 141 |
|
|
2024
Q2 | $3.76M | Sell |
134,204
-10,194
| -7% | -$281K | 0.08% | 136 |
|
|
2024
Q1 | $4.01M | Sell |
144,398
-3,973
| -3% | -$110K | 0.09% | 133 |
|
|
2023
Q4 | $4.27M | Sell |
148,371
-4,699
| -3% | -$142K | 0.1% | 129 |
|
|
2023
Q3 | $5.08M | Buy |
153,070
+122,636
| +403% | +$4.34M | 0.13% | 113 |
|
|
2023
Q2 | $1.12M | Buy |
30,434
+1,037
| +4% | +$40.4K | 0.04% | 135 |
|
|
2023
Q1 | $1.2M | Sell |
29,397
-1,463
| -5% | -$63.2K | 0.04% | 133 |
|
|
2022
Q4 | $1.58M | Sell |
30,860
-1,138
| -4% | -$54.6K | 0.05% | 120 |
|
|
2022
Q3 | $1.4M | Buy |
31,998
+228
| +0.7% | +$11.1K | 0.05% | 125 |
|
|
2022
Q2 | $1.67M | Sell |
31,770
-1,923
| -6% | -$98K | 0.06% | 124 |
|
|
2022
Q1 | $1.74M | Buy |
33,693
+1,384
| +4% | +$71.8K | 0.05% | 127 |
|
|
2021
Q4 | $1.91M | Buy |
32,309
+122
| +0.4% | +$6.04K | 0.05% | 126 |
|
|
2021
Q3 | $1.38M | Buy |
32,187
+1,534
| +5% | +$68K | 0.04% | 137 |
|
|
2021
Q2 | $1.2M | Sell |
30,653
-3,933
| -11% | -$153K | 0.03% | 145 |
|
|
2021
Q1 | $1.25M | Buy |
34,586
+2,100
| +6% | +$74.6K | 0.04% | 137 |
|
|
2020
Q4 | $1.2M | Buy |
32,486
+3,789
| +13% | +$139K | 0.04% | 137 |
|
|
2020
Q3 | $999K | Sell |
28,697
-528
| -2% | -$18.5K | 0.04% | 124 |
|
|
2020
Q2 | $907K | Sell |
29,225
-1,715
| -6% | -$58.3K | 0.04% | 126 |
|
|
2020
Q1 | $958K | Sell |
30,940
-2,811
| -8% | -$95.8K | 0.05% | 114 |
|
|
2019
Q4 | $1.25M | Sell |
33,751
-27
| -0.1% | -$962 | 0.05% | 124 |
|
|
2019
Q3 | $1.15M | Buy |
33,778
+1,690
| +5% | +$61.5K | 0.05% | 122 |
|
|
2019
Q2 | $1.32M | Buy |
32,088
+7,399
| +30% | +$294K | 0.06% | 120 |
|
|
2019
Q1 | $995K | Sell |
24,689
-859
| -3% | -$34.4K | 0.07% | 83 |
|
|
2018
Q4 | $1.06M | Buy |
25,548
+5,105
| +25% | +$212K | 0.08% | 76 |
|
|
2018
Q3 | $855K | Buy |
20,443
+833
| +4% | +$32.1K | 0.06% | 80 |
|
|
2018
Q2 | $759K | Sell |
19,610
-707
| -3% | -$24.2K | 0.06% | 83 |
|
|
2018
Q1 | $684K | Sell |
20,317
-2,539
| -11% | -$87.3K | 0.05% | 87 |
|
|
2017
Q4 | $785K | Buy |
22,856
+1,937
| +9% | +$66K | 0.06% | 85 |
|
|
2017
Q3 | $709K | Buy |
20,919
+174
| +0.8% | +$5.59K | 0.06% | 88 |
|
|
2017
Q2 | $652K | Buy |
20,745
+6,008
| +41% | +$189K | 0.06% | 90 |
|
|
2017
Q1 | $470K | Sell |
14,737
-4,398
| -23% | -$139K | 0.04% | 99 |
|
|
2016
Q4 | $590K | Buy |
19,135
+1,122
| +6% | +$34.3K | 0.06% | 91 |
|
|
2016
Q3 | $579K | Sell |
18,013
-316
| -2% | -$10.6K | 0.07% | 73 |
|
|
2016
Q2 | $612K | Sell |
18,329
-105
| -0.6% | -$3.35K | 0.08% | 72 |
|
|
2016
Q1 | $518K | Sell |
18,434
-43
| -0.2% | -$1.23K | 0.06% | 87 |
|
|
2015
Q4 | $566K | Buy |
18,477
+707
| +4% | +$22.2K | 0.07% | 90 |
|
|
2015
Q3 | $530K | Sell |
17,770
-246
| -1% | -$7.89K | 0.07% | 84 |
|
|
2015
Q2 | $573K | Buy |
18,016
+896
| +5% | +$29.2K | 0.08% | 81 |
|
|
2015
Q1 | $565K | Sell |
17,120
-274
| -2% | -$8.71K | 0.08% | 76 |
|
|
2014
Q4 | $514K | Sell |
17,394
-1,107
| -6% | -$31.7K | 0.08% | 74 |
|
|
2014
Q3 | $519K | Buy |
18,501
+843
| +5% | +$23.7K | 0.08% | 71 |
|
|
2014
Q2 | $497K | Buy |
17,658
+63
| +0.4% | +$1.8K | 0.08% | 71 |
|
|
2014
Q1 | $536K | Sell |
17,595
-1,668
| -9% | -$49.7K | 0.09% | 68 |
|
|
2013
Q4 | $560K | Sell |
19,263
-1,937
| -9% | -$56.4K | 0.09% | 68 |
|
|
2013
Q3 | $578K | Buy |
21,200
+2,108
| +11% | +$57.4K | 0.1% | 67 |
|
|
2013
Q2 | $507K | Buy |
+19,092
| New | +$528K | 0.09% | 71 |
|
Other funds holding PFE
Crestwood Advisors Group's PFE Position: Q2 2026 in Review
Crestwood Advisors Group reduced its Pfizer (PFE) stake by 5.2% in Q2 2026, selling an estimated $196K and leaving 137,811 shares worth $3.32M. The position accounts for 0.05% of the portfolio, ranked #191.
Crestwood Advisors Group first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.08M in Q3 2023. 2,824 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Crestwood Advisors Group held 137,811 shares of Pfizer worth $3.32M as of Q2 2026.
- Crestwood Advisors Group sold 7,511 Pfizer shares in Q2 2026, an estimated $196K.
- Pfizer made up 0.05% of Crestwood Advisors Group's portfolio in Q2 2026, its #191 holding.
- Crestwood Advisors Group first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- Crestwood Advisors Group's Pfizer position peaked at $5.08M in Q3 2023.
- 2,824 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.