Cumberland Advisors’s Pfizer PFE Stock Holding History

Cumberland 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	$1.72M	Buy	71,300 +18,000	+34%	+$471K	0.6%	31
2026 Q1	$1.5M	Buy	53,300 +4,500	+9%	+$120K	0.59%	30
2025 Q4	$1.22M	Sell	48,800 -16,000	-25%	-$403K	0.46%	32
2025 Q3	$1.65M	Sell	64,800 -4,000	-6%	-$98.7K	0.63%	31
2025 Q2	$1.67M	Sell	68,800 -23	-0%	-$536	0.7%	30
2025 Q1	$1.74M	Buy	+68,823	New	+$1.8M	0.79%	28
2022 Q1	–	Sell	-6,796	Closed	-$401K	–	64
2021 Q4	$401K	Sell	6,796 -1,000	-13%	-$49.5K	0.08%	52
2021 Q3	$335K	Buy	7,796 +527	+7%	+$23.3K	0.08%	54
2021 Q2	$285K	Sell	7,269 -650	-8%	-$25.3K	0.07%	56
2021 Q1	$287K	Sell	7,919 -12,500	-61%	-$444K	0.07%	58
2020 Q4	$752K	Buy	+20,419	New	+$749K	0.28%	43
2020 Q2	$716K	Sell	23,083 -1,054	-4%	-$35.8K	0.27%	46
2020 Q1	$747K	Buy	24,137 +18,182	+305%	+$620K	0.3%	44
2019 Q4	$221K	Buy	+5,955	New	+$212K	0.08%	67
2019 Q3	–	Sell	-5,534	Closed	-$227K	–	78
2019 Q2	$227K	Hold	5,534	–	–	0.08%	71
2019 Q1	$223K	Hold	5,534	–	–	0.08%	68
2018 Q4	$229K	Buy	+5,534	New	+$230K	0.08%	65

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

Cumberland Advisors's PFE Position: Q2 2026 in Review

Cumberland Advisors increased its Pfizer (PFE) stake by 34% in Q2 2026, buying an estimated $471K and bringing the position to 71,300 shares worth $1.72M. The position accounts for 0.6% of the portfolio, ranked #31.

Cumberland Advisors first reported a position in PFE in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.74M in Q1 2025. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Cumberland Advisors held 71,300 shares of Pfizer worth $1.72M as of Q2 2026.
Cumberland Advisors bought 18,000 Pfizer shares in Q2 2026, an estimated $471K.
Pfizer made up 0.6% of Cumberland Advisors's portfolio in Q2 2026, its #31 holding.
Cumberland Advisors first reported a position in Pfizer in Q4 2018 and has held it in 17 quarters since.
Cumberland Advisors's Pfizer position peaked at $1.74M in Q1 2025.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.