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Glass Jacobson Investment Advisors’s Pfizer PFE Stock Holding History

Glass Jacobson Investment Advisors’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 		$47.1K Buy
1,957
+130
+7% +$3.4K 0.01% 337
2026
Q1 		$51.3K Buy
1,827
+226
+14% +$6.02K 0.02% 312
2025
Q4 		$39.9K Buy
1,601
+365
+30% +$9.2K 0.01% 334
2025
Q3 		$31.5K Buy
1,236
+265
+27% +$6.54K 0.01% 350
2025
Q2 		$23.5K Sell
971
-15,363
-94% -$358K 0.01% 371
2025
Q1 		$433K Hold
16,334
– – 0.14% 160
2024
Q4 		$433K Sell
16,334
-3,501
-18% -$95K 0.14% 160
2024
Q3 		$574K Sell
19,835
-509
-3% -$14.8K 0.19% 129
2024
Q2 		$569K Sell
20,344
-650
-3% -$17.9K 0.21% 116
2024
Q1 		$583K Sell
20,994
-564
-3% -$15.7K 0.22% 115
2023
Q4 		$621K Buy
21,558
+24
+0.1% +$726 0.25% 105
2023
Q3 		$714K Sell
21,534
-693
-3% -$24.5K 0.33% 92
2023
Q2 		$815K Buy
+22,227
New +$865K 0.37% 79
2022
Q4 		$1.23M Buy
+23,954
New +$1.15M 0.61% 44

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Glass Jacobson Investment Advisors's PFE Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Pfizer (PFE) stake by 7.1% in Q2 2026, buying an estimated $3.4K and bringing the position to 1,957 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #337.

Glass Jacobson Investment Advisors first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2022. 1,336 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Glass Jacobson Investment Advisors held 1,957 shares of Pfizer worth $47.1K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 130 Pfizer shares in Q2 2026, an estimated $3.4K.
  • Pfizer made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #337 holding.
  • Glass Jacobson Investment Advisors first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Pfizer position peaked at $1.23M in Q4 2022.
  • 1,336 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.