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First United Bank & Trust’s Pfizer PFE Stock Holding History

First United Bank & Trust’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 		$118K Buy
4,895
+265
+6% +$6.93K 0.03% 182
2026
Q1 		$130K Hold
4,630
– – 0.04% 171
2025
Q4 		$115K Sell
4,630
-150
-3% -$3.78K 0.04% 173
2025
Q3 		$122K Sell
4,780
-1,300
-21% -$32.1K 0.04% 179
2025
Q2 		$147K Sell
6,080
-395
-6% -$9.21K 0.05% 159
2025
Q1 		$164K Sell
6,475
-1,450
-18% -$37.9K 0.06% 156
2024
Q4 		$210K Sell
7,925
-3,072
-28% -$83.3K 0.08% 146
2024
Q3 		$318K Hold
10,997
– – 0.11% 126
2024
Q2 		$308K Sell
10,997
-428
-4% -$11.8K 0.11% 124
2024
Q1 		$317K Hold
11,425
– – 0.12% 122
2023
Q4 		$329K Buy
11,425
+470
+4% +$14.2K 0.13% 116
2023
Q3 		$363K Sell
10,955
-225
-2% -$7.96K 0.17% 114
2023
Q2 		$410K Sell
11,180
-405
-3% -$15.8K 0.18% 108
2023
Q1 		$473K Sell
11,585
-216
-2% -$9.33K 0.22% 100
2022
Q4 		$605K Sell
11,801
-1,881
-14% -$90.2K 0.3% 78
2022
Q3 		$599K Sell
13,682
-1,125
-8% -$54.7K 0.3% 82
2022
Q2 		$776K Buy
14,807
+3,110
+27% +$158K 0.36% 76
2022
Q1 		$606K Sell
11,697
-917
-7% -$47.6K 0.24% 96
2021
Q4 		$745K Buy
12,614
+398
+3% +$19.7K 0.28% 92
2021
Q3 		$525K Sell
12,216
-100
-0.8% -$4.43K 0.21% 100
2021
Q2 		$482K Buy
12,316
+556
+5% +$21.6K 0.2% 104
2021
Q1 		$426K Hold
11,760
– – 0.18% 106
2020
Q4 		$433K Buy
11,760
+230
+2% +$8.44K 0.21% 95
2020
Q3 		$401K Buy
11,530
+99
+0.9% +$3.47K 0.22% 92
2020
Q2 		$355K Sell
11,431
-882
-7% -$30K 0.21% 93
2020
Q1 		$381K Buy
12,313
+1,006
+9% +$34.3K 0.27% 88
2019
Q4 		$420K Buy
11,307
+143
+1% +$5.09K 0.24% 97
2019
Q3 		$381K Sell
11,164
-1,102
-9% -$40.1K 0.24% 98
2019
Q2 		$504K Buy
12,266
+1,470
+14% +$58.4K 0.3% 88
2019
Q1 		$435K Buy
10,796
+1,532
+17% +$61.4K 0.27% 91
2018
Q4 		$384K Sell
9,264
-172
-2% -$7.14K 0.27% 88
2018
Q3 		$394K Sell
9,436
-738
-7% -$28.4K 0.25% 93
2018
Q2 		$350K Sell
10,174
-173
-2% -$5.91K 0.23% 92
2018
Q1 		$348K Sell
10,347
-675
-6% -$23.2K 0.23% 89
2017
Q4 		$379K Buy
11,022
+432
+4% +$14.7K 0.25% 87
2017
Q3 		$359K Sell
10,590
-223
-2% -$7.17K 0.24% 90
2017
Q2 		$345K Buy
10,813
+623
+6% +$19.6K 0.23% 92
2017
Q1 		$331K Buy
10,190
+1,515
+17% +$47.8K 0.23% 95
2016
Q4 		$267K Buy
8,675
+349
+4% +$10.7K 0.2% 94
2016
Q3 		$267K Sell
8,326
-97
-1% -$3.24K 0.22% 84
2016
Q2 		$281K Buy
8,423
+527
+7% +$16.8K 0.24% 81
2016
Q1 		$222K Hold
7,896
– – 0.2% 80
2015
Q4 		$242K Buy
7,896
+159
+2% +$5K 0.22% 84
2015
Q3 		$231K Buy
7,737
+297
+4% +$9.52K 0.23% 85
2015
Q2 		$237K Sell
7,440
-211
-3% -$6.88K 0.22% 88
2015
Q1 		$253K Buy
7,651
+424
+6% +$13.5K 0.23% 82
2014
Q4 		$214K Buy
+7,227
New +$207K 0.21% 80

Other funds holding PFE

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

First United Bank & Trust's PFE Position: Q2 2026 in Review

First United Bank & Trust increased its Pfizer (PFE) stake by 5.7% in Q2 2026, buying an estimated $6.93K and bringing the position to 4,895 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #182.

First United Bank & Trust first reported a position in PFE in Q4 2014 and has held it in 47 quarters since. The position peaked at $776K in Q2 2022. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • First United Bank & Trust held 4,895 shares of Pfizer worth $118K as of Q2 2026.
  • First United Bank & Trust bought 265 Pfizer shares in Q2 2026, an estimated $6.93K.
  • Pfizer made up 0.03% of First United Bank & Trust's portfolio in Q2 2026, its #182 holding.
  • First United Bank & Trust first reported a position in Pfizer in Q4 2014 and has held it in 47 quarters since.
  • First United Bank & Trust's Pfizer position peaked at $776K in Q2 2022.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.