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Disciplined Equity Management’s Pfizer PFE Stock Holding History

Disciplined Equity Management’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 		$2.08M Sell
86,560
-70
-0.1% -$1.83K 0.92% 15
2026
Q1 		$2.43M Buy
86,630
+1,460
+2% +$38.9K 1.22% 9
2025
Q4 		$2.12M Sell
85,170
-780
-0.9% -$19.7K 1.1% 11
2025
Q3 		$2.19M Sell
85,950
-1,100
-1% -$27.1K 1.19% 10
2025
Q2 		$2.11M Buy
87,050
+14,290
+20% +$333K 1.24% 12
2025
Q1 		$1.84M Buy
72,760
+8,320
+13% +$218K 1.28% 13
2024
Q4 		$1.71M Buy
64,440
+200
+0.3% +$5.42K 1.11% 13
2024
Q3 		$1.86M Sell
64,240
-3,600
-5% -$105K 1.17% 15
2024
Q2 		$1.9M Buy
67,840
+920
+1% +$25.3K 1.25% 13
2024
Q1 		$1.86M Buy
66,920
+64,510
+2,677% +$1.79M 1.23% 14
2023
Q4 		$69.4K Buy
2,410
+2,200
+1,048% +$66.5K 0.05% 70
2023
Q3 		$6.97K Hold
210
– – 0.01% 52
2023
Q2 		$7.7K Hold
210
– – 0.01% 52
2023
Q1 		$8.57K Sell
210
-14,643
-99% -$632K 0.01% 52
2022
Q4 		$761K Hold
14,853
– – 0.67% 25
2022
Q3 		$650K Sell
14,853
-10,950
-42% -$532K 0.64% 30
2022
Q2 		$1.35M Buy
25,803
+8,250
+47% +$420K 1.23% 16
2022
Q1 		$909K Sell
17,553
-27,990
-61% -$1.45M 0.91% 26
2021
Q4 		$2.69M Buy
+45,543
New +$2.26M 2.6% 5

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Disciplined Equity Management's PFE Position: Q2 2026 in Review

Disciplined Equity Management reduced its Pfizer (PFE) stake by 0.08% in Q2 2026, selling an estimated $1.83K and leaving 86,560 shares worth $2.08M. The position accounts for 0.92% of the portfolio, ranked #15.

Disciplined Equity Management first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.69M in Q4 2021. 1,257 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Disciplined Equity Management held 86,560 shares of Pfizer worth $2.08M as of Q2 2026.
  • Disciplined Equity Management sold 70 Pfizer shares in Q2 2026, an estimated $1.83K.
  • Pfizer made up 0.92% of Disciplined Equity Management's portfolio in Q2 2026, its #15 holding.
  • Disciplined Equity Management first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Disciplined Equity Management's Pfizer position peaked at $2.69M in Q4 2021.
  • 1,257 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.