DLCIG
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D.L. Carlson Investment Group’s Pfizer PFE Stock Holding History

D.L. Carlson Investment Group’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 		– Sell
-70,356
Closed -$1.98M – 146
2026
Q1 		$1.98M Buy
70,356
+805
+1% +$21.4K 0.34% 75
2025
Q4 		$1.73M Sell
69,551
-37
-0.1% -$933 0.29% 77
2025
Q3 		$1.77M Buy
69,588
+332
+0.5% +$8.19K 0.3% 79
2025
Q2 		$1.68M Sell
69,256
-6,132
-8% -$143K 0.31% 78
2025
Q1 		$1.91M Sell
75,388
-3,187
-4% -$83.4K 0.37% 79
2024
Q4 		$2.08M Sell
78,575
-2,776
-3% -$75.3K 0.37% 72
2024
Q3 		$2.35M Buy
+81,351
New +$2.37M 0.43% 70
2023
Q2 		– Sell
-5,571
Closed -$227K – 149
2023
Q1 		$227K Buy
5,571
+40
+0.7% +$1.73K 0.05% 119
2022
Q4 		$283K Buy
5,531
+148
+3% +$7.1K 0.06% 116
2022
Q3 		$236K Buy
5,383
+750
+16% +$36.4K 0.05% 119
2022
Q2 		$243K Buy
4,633
+29
+0.6% +$1.48K 0.05% 123
2022
Q1 		$238K Buy
4,604
+33
+0.7% +$1.71K 0.04% 130
2021
Q4 		$270K Buy
+4,571
New +$226K 0.04% 125
2020
Q1 		– Sell
-9,614
Closed -$357K – 159
2019
Q4 		$357K Buy
9,614
+37
+0.4% +$1.32K 0.1% 117
2019
Q3 		$326K Buy
9,577
+39
+0.4% +$1.42K 0.1% 118
2019
Q2 		$392K Sell
9,538
-2,602
-21% -$103K 0.12% 112
2019
Q1 		$489K Buy
12,140
+54
+0.4% +$2.16K 0.14% 108
2018
Q4 		$501K Buy
12,086
+48
+0.4% +$1.99K 0.17% 103
2018
Q3 		$503K Buy
12,038
+52
+0.4% +$2K 0.14% 109
2018
Q2 		$413K Buy
11,986
+59
+0.5% +$2.02K 0.13% 110
2018
Q1 		$402K Buy
11,927
+57
+0.5% +$1.96K 0.13% 105
2017
Q4 		$408K Buy
11,870
+332
+3% +$11.3K 0.12% 109
2017
Q3 		$391K Sell
11,538
-1,576
-12% -$50.7K 0.12% 109
2017
Q2 		$418K Sell
13,114
-124,317
-90% -$3.92M 0.12% 111
2017
Q1 		$4.46M Sell
137,431
-1,075
-0.8% -$33.9K 1.51% 16
2016
Q4 		$4.27M Buy
138,506
+3,803
+3% +$116K 1.45% 14
2016
Q3 		$4.33M Sell
134,703
-9,342
-6% -$312K 1.5% 16
2016
Q2 		$4.81M Sell
144,045
-14,554
-9% -$465K 1.72% 7
2016
Q1 		$4.46M Sell
158,599
-8,168
-5% -$233K 1.66% 14
2015
Q4 		$5.11M Sell
166,767
-21,818
-12% -$686K 1.9% 7
2015
Q3 		$5.62M Sell
188,585
-8,405
-4% -$269K 2.27% 4
2015
Q2 		$6.27M Buy
196,990
+6,692
+4% +$218K 2.26% 2
2015
Q1 		$6.28M Buy
190,298
+180,456
+1,834% +$5.74M 2.24% 4
2014
Q4 		$291K Hold
9,842
– – 0.11% 126
2014
Q3 		$276K Sell
9,842
-445
-4% -$12.5K 0.1% 123
2014
Q2 		$290K Sell
10,287
-738
-7% -$21K 0.11% 117
2014
Q1 		$336K Sell
11,025
-105
-0.9% -$3.13K 0.13% 112
2013
Q4 		$323K Sell
11,130
-3,742
-25% -$109K 0.12% 109
2013
Q3 		$405K Sell
14,872
-1,028
-6% -$28K 0.16% 101
2013
Q2 		$423K Buy
+15,900
New +$439K 0.17% 99

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

D.L. Carlson Investment Group's PFE Position: Q2 2026 in Review

D.L. Carlson Investment Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 70,356 shares — an estimated $1.98M sold.

D.L. Carlson Investment Group first reported a position in PFE in Q2 2013 and held it in 40 quarters. The position peaked at $6.28M in Q1 2015. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • D.L. Carlson Investment Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 70,356 Pfizer shares in Q2 2026, an estimated $1.98M.
  • D.L. Carlson Investment Group first reported a position in Pfizer in Q2 2013 and held it in 40 quarters.
  • D.L. Carlson Investment Group's Pfizer position peaked at $6.28M in Q1 2015.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.