Cumberland Partners’s Pfizer PFE Stock Holding History

Cumberland Partners’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	$4.5M	Sell	187,055 -4,800	-3%	-$126K	0.29%	62
2026 Q1	$5.39M	Buy	191,855 +61,285	+47%	+$1.63M	0.41%	42
2025 Q4	$3.25M	Buy	130,570 +53,970	+70%	+$1.36M	0.2%	94
2025 Q3	$1.95M	Hold	76,600	–	–	0.13%	107
2025 Q2	$1.86M	Hold	76,600	–	–	0.13%	106
2025 Q1	$1.94M	Hold	76,600	–	–	0.15%	102
2024 Q4	$2.03M	Buy	+76,600	New	+$2.08M	0.14%	103
2022 Q3	–	Sell	-15,610	Closed	-$818K	–	167
2022 Q2	$818K	Buy	15,610 +900	+6%	+$45.9K	0.08%	119
2022 Q1	$761K	Buy	14,710 +4,758	+48%	+$247K	0.06%	127
2021 Q4	$588K	Buy	+9,952	New	+$493K	0.04%	147
2018 Q3	–	Sell	-6,324	Closed	-$218K	–	201
2018 Q2	$218K	Buy	+6,324	New	+$216K	0.02%	180

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 Partners's PFE Position: Q2 2026 in Review

Cumberland Partners reduced its Pfizer (PFE) stake by 2.5% in Q2 2026, selling an estimated $126K and leaving 187,055 shares worth $4.5M. The position accounts for 0.29% of the portfolio, ranked #62.

Cumberland Partners first reported a position in PFE in Q2 2018 and has held it in 11 quarters since. The position peaked at $5.39M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Cumberland Partners held 187,055 shares of Pfizer worth $4.5M as of Q2 2026.
Cumberland Partners sold 4,800 Pfizer shares in Q2 2026, an estimated $126K.
Pfizer made up 0.29% of Cumberland Partners's portfolio in Q2 2026, its #62 holding.
Cumberland Partners first reported a position in Pfizer in Q2 2018 and has held it in 11 quarters since.
Cumberland Partners's Pfizer position peaked at $5.39M in Q1 2026.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.