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Eclectic Associates’s Pfizer PFE Stock Holding History

Eclectic Associates’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
Q3 		$215K Buy
+7,535
New +$200K 0.02% 149
2026
Q2 		– Sell
-8,844
Closed -$248K – 165
2026
Q1 		$248K Sell
8,844
-565
-6% -$15K 0.03% 138
2025
Q4 		$234K Sell
9,409
-2,866
-23% -$72.3K 0.04% 128
2025
Q3 		$313K Sell
12,275
-1,128
-8% -$27.8K 0.06% 101
2025
Q2 		$325K Sell
13,403
-409
-3% -$9.54K 0.07% 100
2025
Q1 		$350K Buy
13,812
+1,838
+15% +$48.1K 0.09% 93
2024
Q4 		$318K Sell
11,974
-929
-7% -$25.2K 0.09% 99
2024
Q3 		$373K Sell
12,903
-1,974
-13% -$57.6K 0.15% 76
2024
Q2 		$416K Sell
14,877
-919
-6% -$25.3K 0.19% 61
2024
Q1 		$438K Sell
15,796
-1,006
-6% -$27.9K 0.2% 60
2023
Q4 		$484K Sell
16,802
-8,520
-34% -$258K 0.23% 52
2023
Q3 		$840K Buy
25,322
+797
+3% +$28.2K 0.43% 39
2023
Q2 		$900K Sell
24,525
-700
-3% -$27.2K 0.44% 38
2023
Q1 		$1.03M Buy
25,225
+651
+3% +$28.1K 0.53% 35
2022
Q4 		$1.26M Sell
24,574
-292
-1% -$14K 0.61% 36
2022
Q3 		$1.09M Sell
24,866
-2,246
-8% -$109K 0.71% 28
2022
Q2 		$1.42M Buy
27,112
+233
+0.9% +$11.9K 0.95% 23
2022
Q1 		$1.39M Buy
26,879
+322
+1% +$16.7K 0.89% 27
2021
Q4 		$1.57M Buy
26,557
+876
+3% +$43.4K 1% 21
2021
Q3 		$1.1M Buy
25,681
+865
+3% +$38.3K 0.81% 28
2021
Q2 		$972K Buy
24,816
+464
+2% +$18K 0.73% 31
2021
Q1 		$882K Buy
24,352
+638
+3% +$22.7K 0.73% 32
2020
Q4 		$873K Buy
+23,714
New +$870K 0.83% 31

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Eclectic Associates's PFE Position: Q3 2026 in Review

Eclectic Associates opened a new position in Pfizer (PFE) in Q3 2026: 7,535 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings. This is a return to the name: Eclectic Associates previously reported a position in PFE as recently as Q1 2026.

Eclectic Associates first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q4 2021. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Eclectic Associates held 7,535 shares of Pfizer worth $215K as of Q3 2026.
  • Pfizer was a new Eclectic Associates position in Q3 2026.
  • Pfizer made up 0.02% of Eclectic Associates's portfolio in Q3 2026, its #149 holding.
  • Eclectic Associates first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Eclectic Associates's Pfizer position peaked at $1.57M in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.