CSM Advisors’s Pfizer PFE Stock Holding History

CSM Advisors’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	$21.4M	Buy	889,436 +126,728	+17%	+$3.32M	0.46%	51
2026 Q1	$21.4M	Sell	762,708 -118,498	-13%	-$3.15M	0.53%	48
2025 Q4	$21.9M	Buy	881,206 +211,180	+32%	+$5.33M	0.6%	50
2025 Q3	$17.1M	Sell	670,026 -185,354	-22%	-$4.57M	0.48%	62
2025 Q2	$20.7M	Buy	+855,380	New	+$19.9M	0.6%	49
2023 Q3	–	Sell	-9,869	Closed	-$362K	–	143
2023 Q2	$362K	Sell	9,869 -500	-5%	-$19.5K	0.03%	132
2023 Q1	$423K	Hold	10,369	–	–	0.04%	125
2022 Q4	$531K	Hold	10,369	–	–	0.05%	115
2022 Q3	$454K	Hold	10,369	–	–	0.05%	118
2022 Q2	$544K	Hold	10,369	–	–	0.05%	104
2022 Q1	$537K	Hold	10,369	–	–	0.04%	113
2021 Q4	$612K	Hold	10,369	–	–	0.04%	127
2021 Q3	$446K	Hold	10,369	–	–	0.03%	132
2021 Q2	$406K	Buy	+10,369	New	+$403K	0.03%	143

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

CSM Advisors's PFE Position: Q2 2026 in Review

CSM Advisors increased its Pfizer (PFE) stake by 17% in Q2 2026, buying an estimated $3.32M and bringing the position to 889,436 shares worth $21.4M. The position accounts for 0.46% of the portfolio, ranked #51.

CSM Advisors first reported a position in PFE in Q2 2021 and has held it in 14 quarters since. The position peaked at $21.9M in Q4 2025. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

CSM Advisors held 889,436 shares of Pfizer worth $21.4M as of Q2 2026.
CSM Advisors bought 126,728 Pfizer shares in Q2 2026, an estimated $3.32M.
Pfizer made up 0.46% of CSM Advisors's portfolio in Q2 2026, its #51 holding.
CSM Advisors first reported a position in Pfizer in Q2 2021 and has held it in 14 quarters since.
CSM Advisors's Pfizer position peaked at $21.9M in Q4 2025.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.