Delta Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-8,019
| Closed | -$225K | – | 316 |
|
|
2026
Q1 | $225K | Sell |
8,019
-82
| -1% | -$2.18K | 0.04% | 242 |
|
|
2025
Q4 | $202K | Sell |
8,101
-1,401
| -15% | -$35.3K | 0.04% | 271 |
|
|
2025
Q3 | $242K | Sell |
9,502
-273
| -3% | -$6.74K | 0.04% | 245 |
|
|
2025
Q2 | $237K | Buy |
9,775
+618
| +7% | +$14.4K | 0.05% | 215 |
|
|
2025
Q1 | $232K | Sell |
9,157
-277
| -3% | -$7.25K | 0.05% | 217 |
|
|
2024
Q4 | $250K | Sell |
9,434
-57
| -0.6% | -$1.55K | 0.05% | 217 |
|
|
2024
Q3 | $275K | Sell |
9,491
-152
| -2% | -$4.43K | 0.06% | 197 |
|
|
2024
Q2 | $270K | Buy |
9,643
+266
| +3% | +$7.32K | 0.06% | 175 |
|
|
2024
Q1 | $260K | Sell |
9,377
-2,384
| -20% | -$66.2K | 0.06% | 182 |
|
|
2023
Q4 | $339K | Sell |
11,761
-925
| -7% | -$28K | 0.08% | 140 |
|
|
2023
Q3 | $421K | Buy |
12,686
+903
| +8% | +$31.9K | 0.12% | 106 |
|
|
2023
Q2 | $432K | Sell |
11,783
-536
| -4% | -$20.9K | 0.12% | 106 |
|
|
2023
Q1 | $503K | Sell |
12,319
-841
| -6% | -$36.3K | 0.14% | 90 |
|
|
2022
Q4 | $674K | Buy |
13,160
+1,536
| +13% | +$73.6K | 0.22% | 73 |
|
|
2022
Q3 | $509K | Buy |
11,624
+5,614
| +93% | +$273K | 0.22% | 80 |
|
|
2022
Q2 | $315K | Buy |
6,010
+251
| +4% | +$12.8K | 0.14% | 97 |
|
|
2022
Q1 | $298K | Buy |
5,759
+562
| +11% | +$29.2K | 0.09% | 112 |
|
|
2021
Q4 | $307K | Sell |
5,197
-998
| -16% | -$49.4K | 0.09% | 141 |
|
|
2021
Q3 | $266K | Sell |
6,195
-356
| -5% | -$15.8K | 0.08% | 145 |
|
|
2021
Q2 | $257K | Buy |
6,551
+2
| +0% | +$78 | 0.08% | 151 |
|
|
2021
Q1 | $237K | Sell |
6,549
-357
| -5% | -$12.7K | 0.08% | 144 |
|
|
2020
Q4 | $254K | Sell |
6,906
-615
| -8% | -$22.6K | 0.08% | 157 |
|
|
2020
Q3 | $261K | Buy |
7,521
+720
| +11% | +$25.2K | 0.14% | 97 |
|
|
2020
Q2 | $211K | Buy |
6,801
+45
| +0.7% | +$1.53K | 0.09% | 130 |
|
|
2020
Q1 | $209K | Sell |
6,756
-1,223
| -15% | -$41.7K | 0.16% | 81 |
|
|
2019
Q4 | $296K | Buy |
7,979
+1,402
| +21% | +$49.9K | 0.11% | 103 |
|
|
2019
Q3 | $224K | Buy |
6,577
+114
| +2% | +$4.14K | 0.12% | 98 |
|
|
2019
Q2 | $265K | Buy |
+6,463
| New | +$257K | 0.15% | 68 |
|
Other funds holding PFE
Delta Investment Management's PFE Position: Q2 2026 in Review
Delta Investment Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,019 shares — an estimated $225K sold.
Delta Investment Management first reported a position in PFE in Q2 2019 and held it in 28 quarters. The position peaked at $674K in Q4 2022. 2,839 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Delta Investment Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
- Delta Investment Management sold 8,019 Pfizer shares in Q2 2026, an estimated $225K.
- Delta Investment Management first reported a position in Pfizer in Q2 2019 and held it in 28 quarters.
- Delta Investment Management's Pfizer position peaked at $674K in Q4 2022.
- 2,839 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.