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Greatmark Investment Partners’s Pfizer PFE Stock Holding History

Greatmark Investment Partners’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 		$232K Hold
9,621
– – 0.03% 146
2026
Q1 		$270K Buy
9,621
+1,369
+17% +$36.4K 0.03% 130
2025
Q4 		$205K Sell
8,252
-100
-1% -$2.52K 0.02% 140
2025
Q3 		$213K Hold
8,352
– – 0.03% 138
2025
Q2 		$202K Sell
8,352
-500
-6% -$11.7K 0.03% 140
2025
Q1 		$224K Buy
8,852
+200
+2% +$5.23K 0.03% 128
2024
Q4 		$230K Buy
+8,652
New +$235K 0.03% 131
2023
Q4 		– Sell
-6,127
Closed -$203K – 132
2023
Q3 		$203K Sell
6,127
-800
-12% -$28.3K 0.04% 122
2023
Q2 		$254K Buy
6,927
+500
+8% +$19.5K 0.04% 117
2023
Q1 		$262K Hold
6,427
– – 0.05% 114
2022
Q4 		$329K Hold
6,427
– – 0.06% 99
2022
Q3 		$281K Sell
6,427
-1,475
-19% -$71.7K 0.05% 106
2022
Q2 		$414K Buy
7,902
+575
+8% +$29.3K 0.08% 95
2022
Q1 		$379K Buy
7,327
+1,400
+24% +$72.6K 0.06% 108
2021
Q4 		$350K Sell
5,927
-100
-2% -$4.96K 0.06% 109
2021
Q3 		$259K Hold
6,027
– – 0.05% 122
2021
Q2 		$236K Sell
6,027
-3,100
-34% -$121K 0.04% 125
2021
Q1 		$331K Hold
9,127
– – 0.06% 110
2020
Q4 		$336K Buy
9,127
+2,779
+44% +$102K 0.07% 107
2020
Q3 		$221K Buy
+6,348
New +$223K 0.06% 119
2020
Q1 		– Sell
-5,942
Closed -$221K – 133
2019
Q4 		$221K Sell
5,942
-1,054
-15% -$37.5K 0.05% 125
2019
Q3 		$239K Hold
6,996
– – 0.07% 115
2019
Q2 		$288K Hold
6,996
– – 0.09% 100
2019
Q1 		$282K Hold
6,996
– – 0.09% 102
2018
Q4 		$290K Sell
6,996
-1,476
-17% -$61.3K 0.1% 94
2018
Q3 		$354K Buy
8,472
+2,530
+43% +$97.4K 0.11% 89
2018
Q2 		$205K Hold
5,942
– – 0.07% 108
2018
Q1 		$200K Hold
5,942
– – 0.07% 112
2017
Q4 		$204K Sell
5,942
-1,155
-16% -$39.4K 0.07% 106
2017
Q3 		$240K Sell
7,097
-158
-2% -$5.08K 0.09% 98
2017
Q2 		$231K Hold
7,255
– – 0.09% 91
2017
Q1 		$235K Hold
7,255
– – 0.1% 90
2016
Q4 		$224K Sell
7,255
-527
-7% -$16.1K 0.09% 90
2016
Q3 		$250K Sell
7,782
-105
-1% -$3.51K 0.11% 80
2016
Q2 		$263K Hold
7,887
– – 0.12% 80
2016
Q1 		$222K Hold
7,887
– – 0.1% 80
2015
Q4 		$242K Sell
7,887
-92
-1% -$2.89K 0.11% 77
2015
Q3 		$238K Sell
7,979
-119
-1% -$3.82K 0.11% 73
2015
Q2 		$258K Sell
8,098
-316
-4% -$10.3K 0.11% 74
2015
Q1 		$278K Sell
8,414
-105
-1% -$3.34K 0.12% 78
2014
Q4 		$252K Hold
8,519
– – 0.11% 78
2014
Q3 		$239K Hold
8,519
– – 0.11% 79
2014
Q2 		$240K Hold
8,519
– – 0.1% 78
2014
Q1 		$260K Hold
8,519
– – 0.12% 73
2013
Q4 		$248K Buy
8,519
+1,054
+14% +$30.7K 0.12% 71
2013
Q3 		$203K Buy
+7,465
New +$203K 0.11% 81

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

Greatmark Investment Partners's PFE Position: Q2 2026 in Review

Greatmark Investment Partners held its Pfizer (PFE) position steady in Q2 2026 at 9,621 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #146.

Greatmark Investment Partners first reported a position in PFE in Q3 2013 and has held it in 46 quarters since. The position peaked at $414K in Q2 2022. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Greatmark Investment Partners held 9,621 shares of Pfizer worth $232K as of Q2 2026.
  • Greatmark Investment Partners left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.03% of Greatmark Investment Partners's portfolio in Q2 2026, its #146 holding.
  • Greatmark Investment Partners first reported a position in Pfizer in Q3 2013 and has held it in 46 quarters since.
  • Greatmark Investment Partners's Pfizer position peaked at $414K in Q2 2022.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.