Essex Savings Bank’s Pfizer PFE Stock Holding History

Essex Savings Bank’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	$589K	Buy	24,466 +841	+4%	+$22K	0.13%	162
2026 Q1	$663K	Buy	23,625 +30	+0.1%	+$799	0.15%	132
2025 Q4	$587K	Sell	23,595 -4,376	-16%	-$110K	0.13%	147
2025 Q3	$712K	Sell	27,971 -5,157	-16%	-$127K	0.16%	124
2025 Q2	$803K	Sell	33,128 -3,388	-9%	-$79K	0.19%	106
2025 Q1	$925K	Sell	36,516 -4,251	-10%	-$111K	0.23%	95
2024 Q4	$1.08M	Sell	40,767 -8,333	-17%	-$226K	0.27%	83
2024 Q3	$1.42M	Sell	49,100 -1,300	-3%	-$37.9K	0.35%	64
2024 Q2	$1.41M	Sell	50,400 -3,881	-7%	-$107K	0.38%	60
2024 Q1	$1.56M	Hold	54,281	–	–	0.45%	51
2023 Q4	$1.56M	Buy	54,281 +2,506	+5%	+$75.8K	0.45%	51
2023 Q3	$1.72M	Sell	51,775 -4,702	-8%	-$166K	0.58%	35
2023 Q2	$2.07M	Buy	56,477 +1,494	+3%	+$58.2K	0.69%	30
2023 Q1	$2.24M	Buy	54,983 +4,077	+8%	+$176K	0.78%	25
2022 Q4	$2.61M	Buy	50,906 +1,005	+2%	+$48.2K	0.92%	20
2022 Q3	$2.18M	Sell	49,901 -1,301	-3%	-$63.2K	0.87%	22
2022 Q2	$2.69M	Sell	51,202 -106	-0.2%	-$5.4K	1.03%	18
2022 Q1	$2.66M	Buy	51,308 +1,126	+2%	+$58.4K	0.88%	22
2021 Q4	$2.96M	Sell	50,182 -476	-0.9%	-$23.6K	1%	20
2021 Q3	$2.33M	Buy	50,658 +1,142	+2%	+$50.6K	0.85%	25
2021 Q2	$1.92M	Sell	49,516 -939	-2%	-$36.5K	0.74%	29
2021 Q1	$1.69M	Sell	50,455 -9,132	-15%	-$324K	0.74%	30
2020 Q4	$2.19M	Sell	59,587 -12,377	-17%	-$454K	0.98%	20
2020 Q3	$2.5M	Buy	71,964 +3,160	+5%	+$111K	1.23%	16
2020 Q2	$2.13M	Sell	68,804 -865	-1%	-$29.4K	1.27%	15
2020 Q1	$2.16M	Sell	69,669 -1,804	-3%	-$61.5K	1.54%	11
2019 Q4	$2.66M	Sell	71,473 -4,521	-6%	-$161K	1.36%	13
2019 Q3	$2.59M	Sell	75,994 -45,071	-37%	-$1.64M	1.37%	14
2019 Q2	$4.97M	Buy	121,065 +46,382	+62%	+$1.84M	1.75%	7
2019 Q1	$3.01M	Sell	74,683 -2,340	-3%	-$93.7K	1.71%	8
2018 Q4	$3.19M	Buy	+77,023	New	+$3.2M	2%	7

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Essex Savings Bank's PFE Position: Q2 2026 in Review

Essex Savings Bank increased its Pfizer (PFE) stake by 3.6% in Q2 2026, buying an estimated $22K and bringing the position to 24,466 shares worth $589K. The position accounts for 0.13% of the portfolio, ranked #162.

Essex Savings Bank first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.97M in Q2 2019. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Essex Savings Bank held 24,466 shares of Pfizer worth $589K as of Q2 2026.
Essex Savings Bank bought 841 Pfizer shares in Q2 2026, an estimated $22K.
Pfizer made up 0.13% of Essex Savings Bank's portfolio in Q2 2026, its #162 holding.
Essex Savings Bank first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
Essex Savings Bank's Pfizer position peaked at $4.97M in Q2 2019.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.