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Goelzer Investment Management’s Pfizer PFE Stock Holding History

Goelzer Investment Management’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 		$4.11M Sell
170,730
-10,325
-6% -$270K 0.18% 97
2026
Q1 		$5.08M Buy
181,055
+2,214
+1% +$58.9K 0.25% 83
2025
Q4 		$4.45M Buy
178,841
+2,340
+1% +$59K 0.21% 97
2025
Q3 		$4.5M Sell
176,501
-5,740
-3% -$142K 0.24% 95
2025
Q2 		$4.42M Buy
182,241
+76
+0% +$1.77K 0.24% 91
2025
Q1 		$4.62M Sell
182,165
-1,944
-1% -$50.9K 0.27% 84
2024
Q4 		$4.88M Sell
184,109
-7,210
-4% -$196K 0.28% 85
2024
Q3 		$5.54M Sell
191,319
-2,607
-1% -$76K 0.3% 81
2024
Q2 		$5.43M Sell
193,926
-5,770
-3% -$159K 0.3% 72
2024
Q1 		$5.54M Sell
199,696
-5,747
-3% -$159K 0.31% 73
2023
Q4 		$5.91M Sell
205,443
-6,128
-3% -$185K 0.38% 67
2023
Q3 		$7.02M Sell
211,571
-8,139
-4% -$288K 0.49% 45
2023
Q2 		$8.06M Buy
219,710
+20,813
+10% +$810K 0.68% 41
2023
Q1 		$8.12M Sell
198,897
-22,742
-10% -$982K 0.71% 41
2022
Q4 		$11.4M Sell
221,639
-33,088
-13% -$1.59M 0.97% 21
2022
Q3 		$11.1M Buy
254,727
+5,249
+2% +$255K 1.11% 20
2022
Q2 		$13.1M Buy
249,478
+43,089
+21% +$2.2M 1.26% 15
2022
Q1 		$10.7M Buy
206,389
+10,287
+5% +$534K 0.92% 25
2021
Q4 		$11.6M Sell
196,102
-364
-0.2% -$18K 0.94% 20
2021
Q3 		$8.45M Buy
196,466
+7,744
+4% +$343K 0.74% 37
2021
Q2 		$7.39M Buy
188,722
+2,375
+1% +$92.4K 0.61% 48
2021
Q1 		$6.75M Sell
186,347
-9,803
-5% -$348K 0.59% 52
2020
Q4 		$7.22M Sell
196,150
-41,267
-17% -$1.51M 0.66% 45
2020
Q3 		$8.27M Sell
237,417
-4,420
-2% -$155K 0.76% 30
2020
Q2 		$7.5M Sell
241,837
-1,320
-0.5% -$44.8K 0.72% 32
2020
Q1 		$7.53M Buy
243,157
+2,624
+1% +$89.4K 0.86% 24
2019
Q4 		$8.94M Buy
240,533
+4,067
+2% +$145K 0.77% 37
2019
Q3 		$8.06M Buy
236,466
+1,540
+0.7% +$56K 0.74% 39
2019
Q2 		$9.66M Buy
234,926
+1,997
+0.9% +$79.3K 0.89% 31
2019
Q1 		$9.39M Buy
232,929
+32,092
+16% +$1.29M 0.89% 27
2018
Q4 		$8.32M Sell
200,837
-282
-0.1% -$11.7K 1.07% 23
2018
Q3 		$8.41M Sell
201,119
-625
-0.3% -$24.1K 0.94% 28
2018
Q2 		$6.94M Buy
201,744
+3,542
+2% +$121K 0.81% 36
2018
Q1 		$6.67M Sell
198,202
-6,656
-3% -$229K 0.8% 36
2017
Q4 		$7.04M Sell
204,858
-1,861
-0.9% -$63.5K 0.79% 37
2017
Q3 		$7M Sell
206,719
-999
-0.5% -$32.1K 0.83% 35
2017
Q2 		$6.62M Sell
207,718
-2,197
-1% -$69.3K 0.81% 35
2017
Q1 		$6.81M Buy
209,915
+89
+0% +$2.81K 0.85% 32
2016
Q4 		$6.47M Buy
209,826
+6,224
+3% +$190K 0.84% 31
2016
Q3 		$6.54M Sell
203,602
-1,432
-0.7% -$47.9K 0.88% 26
2016
Q2 		$6.85M Sell
205,034
-7,343
-3% -$234K 0.94% 29
2016
Q1 		$5.97M Buy
212,377
+6,438
+3% +$184K 0.85% 29
2015
Q4 		$6.31M Buy
205,939
+17,740
+9% +$558K 0.92% 27
2015
Q3 		$5.61M Buy
188,199
+2,448
+1% +$78.5K 0.89% 31
2015
Q2 		$5.91M Buy
185,751
+6,917
+4% +$225K 0.89% 26
2015
Q1 		$5.9M Buy
178,834
+1,465
+0.8% +$46.6K 0.89% 29
2014
Q4 		$5.24M Sell
177,369
-796
-0.4% -$22.8K 0.79% 40
2014
Q3 		$5M Buy
178,165
+4,319
+2% +$121K 0.83% 42
2014
Q2 		$4.89M Buy
173,846
+3,591
+2% +$102K 0.81% 42
2014
Q1 		$5.19M Buy
170,255
+6,141
+4% +$183K 0.93% 35
2013
Q4 		$4.77M Sell
164,114
-806
-0.5% -$23.5K 0.86% 37
2013
Q3 		$4.5M Sell
164,920
-233,709
-59% -$6.36M 0.92% 33
2013
Q2 		$10.6M Buy
+398,629
New +$11M 1.13% 21

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

Goelzer Investment Management's PFE Position: Q2 2026 in Review

Goelzer Investment Management reduced its Pfizer (PFE) stake by 5.7% in Q2 2026, selling an estimated $270K and leaving 170,730 shares worth $4.11M. The position accounts for 0.18% of the portfolio, ranked #97.

Goelzer Investment Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.1M in Q2 2022. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Goelzer Investment Management held 170,730 shares of Pfizer worth $4.11M as of Q2 2026.
  • Goelzer Investment Management sold 10,325 Pfizer shares in Q2 2026, an estimated $270K.
  • Pfizer made up 0.18% of Goelzer Investment Management's portfolio in Q2 2026, its #97 holding.
  • Goelzer Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Pfizer position peaked at $13.1M in Q2 2022.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.