DI
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Disciplined Investments’s Pfizer PFE Stock Holding History

Disciplined Investments’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
-9,778
Closed -$275K – 147
2026
Q1 		$275K Buy
+9,778
New +$260K 0.1% 116
2023
Q4 		– Sell
-6,662
Closed -$221K – 113
2023
Q3 		$221K Sell
6,662
-235
-3% -$8.31K 0.13% 100
2023
Q2 		$253K Sell
6,897
-952
-12% -$37.1K 0.14% 102
2023
Q1 		$320K Buy
7,849
+5,982
+320% +$258K 0.13% 110
2022
Q4 		$95.7K Sell
1,867
-6,231
-77% -$299K 0.05% 146
2022
Q3 		$354K Sell
8,098
-60
-0.7% -$2.92K 0.16% 100
2022
Q2 		$428K Buy
8,158
+1,126
+16% +$57.4K 0.19% 87
2022
Q1 		$364K Buy
7,032
+99
+1% +$5.14K 0.15% 101
2021
Q4 		$409K Buy
6,933
+232
+3% +$11.5K 0.18% 88
2021
Q3 		$288K Buy
6,701
+3
+0% +$133 0.14% 100
2021
Q2 		$262K Buy
6,698
+33
+0.5% +$1.28K 0.13% 105
2021
Q1 		$241K Buy
6,665
+6,044
+973% +$215K 0.14% 101
2020
Q4 		$23K Sell
621
-30
-5% -$1.1K 0.02% 191
2020
Q3 		$23K Sell
651
-563
-46% -$19.7K 0.02% 206
2020
Q2 		$38K Buy
1,214
+4
+0.3% +$136 0.03% 184
2020
Q1 		$37K Buy
1,210
+366
+43% +$12.5K 0.04% 178
2019
Q4 		$31K Buy
+844
New +$30.1K 0.03% 201

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

Disciplined Investments's PFE Position: Q2 2026 in Review

Disciplined Investments sold out of Pfizer (PFE) in Q2 2026, closing a stake of 9,778 shares — an estimated $275K sold.

Disciplined Investments first reported a position in PFE in Q4 2019 and held it in 17 quarters. The position peaked at $428K in Q2 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Disciplined Investments reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Disciplined Investments sold 9,778 Pfizer shares in Q2 2026, an estimated $275K.
  • Disciplined Investments first reported a position in Pfizer in Q4 2019 and held it in 17 quarters.
  • Disciplined Investments's Pfizer position peaked at $428K in Q2 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.