Cromwell Holdings’s Pfizer PFE Stock Holding History

Cromwell Holdings’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	$448K	Buy	18,615 +143	+0.8%	+$3.74K	0.2%	88
2026 Q1	$519K	Hold	18,472	–	–	0.29%	64
2025 Q4	$460K	Buy	18,472 +3,740	+25%	+$94.3K	0.25%	75
2025 Q3	$375K	Hold	14,732	–	–	0.2%	95
2025 Q2	$357K	Sell	14,732 -3,801	-21%	-$88.6K	0.22%	90
2025 Q1	$470K	Buy	18,533 +7,250	+64%	+$190K	0.3%	67
2024 Q4	$299K	Buy	11,283 +3,645	+48%	+$98.9K	0.17%	100
2024 Q3	$221K	Buy	7,638 +7,591	+16,151%	+$221K	0.14%	144
2024 Q2	$1.31K	Buy	+47	New	+$1.29K	﹤0.01%	609

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cromwell Holdings's PFE Position: Q2 2026 in Review

Cromwell Holdings increased its Pfizer (PFE) stake by 0.77% in Q2 2026, buying an estimated $3.74K and bringing the position to 18,615 shares worth $448K. The position accounts for 0.2% of the portfolio, ranked #88.

Cromwell Holdings first reported a position in PFE in Q2 2024 and has held it in 9 quarters since. The position peaked at $519K in Q1 2026. 799 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Cromwell Holdings held 18,615 shares of Pfizer worth $448K as of Q2 2026.
Cromwell Holdings bought 143 Pfizer shares in Q2 2026, an estimated $3.74K.
Pfizer made up 0.2% of Cromwell Holdings's portfolio in Q2 2026, its #88 holding.
Cromwell Holdings first reported a position in Pfizer in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's Pfizer position peaked at $519K in Q1 2026.
799 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.