GIM
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Guardian Investment Management’s Pfizer PFE Stock Holding History

Guardian 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 		$227K Sell
9,417
-1,593
-14% -$41.7K 0.15% 59
2026
Q1 		$309K Sell
11,010
-350
-3% -$9.32K 0.24% 55
2025
Q4 		$283K Sell
11,360
-2,950
-21% -$74.4K 0.22% 56
2025
Q3 		$365K Buy
14,310
+558
+4% +$13.8K 0.31% 53
2025
Q2 		$333K Buy
13,752
+2,000
+17% +$46.6K 0.34% 49
2025
Q1 		$294K Sell
11,752
-4,790
-29% -$125K 0.25% 55
2024
Q4 		$436K Sell
16,542
-3,810
-19% -$103K 0.31% 53
2024
Q3 		$589K Sell
20,352
-2,250
-10% -$65.6K 0.51% 45
2024
Q2 		$632K Sell
22,602
-5,098
-18% -$140K 0.45% 47
2024
Q1 		$769K Sell
27,700
-24,700
-47% -$685K 0.62% 43
2023
Q4 		$1.51M Sell
52,400
-7,005
-12% -$212K 1.27% 24
2023
Q3 		$1.97M Sell
59,405
-1,500
-2% -$53K 1.79% 19
2023
Q2 		$2.23M Sell
60,905
-20,606
-25% -$802K 1.9% 19
2023
Q1 		$2.95M Buy
81,511
+18,481
+29% +$798K 2.21% 17
2022
Q4 		$3.23M Hold
63,030
– – 3.05% 8
2022
Q3 		$2.76M Sell
63,030
-11,400
-15% -$554K 2.8% 10
2022
Q2 		$3.95M Buy
74,430
+50
+0.1% +$2.55K 3.44% 6
2022
Q1 		$3.85M Sell
74,380
-2,050
-3% -$106K 2.99% 7
2021
Q4 		$4.51M Buy
76,430
+400
+0.5% +$19.8K 3.14% 7
2021
Q3 		$3.27M Sell
76,030
-5,635
-7% -$250K 2.41% 12
2021
Q2 		$3.2M Buy
81,665
+154
+0.2% +$5.99K 2.19% 18
2021
Q1 		$2.95M Buy
81,511
+6,500
+9% +$231K 2.1% 19
2020
Q4 		$2.76M Sell
75,011
-2,575
-3% -$94.5K 2.09% 19
2020
Q3 		$2.7M Buy
77,586
+527
+0.7% +$18.5K 2.35% 16
2020
Q2 		$2.39M Buy
77,059
+1,845
+2% +$62.7K 2.17% 16
2020
Q1 		$2.33M Buy
75,214
+9,011
+14% +$307K 2.39% 15
2019
Q4 		$2.46M Buy
66,203
+3,373
+5% +$120K 1.96% 20
2019
Q3 		$2.14M Buy
62,830
+270
+0.4% +$9.82K 1.9% 20
2019
Q2 		$2.57M Buy
62,560
+61
+0.1% +$2.42K 2.24% 14
2019
Q1 		$2.52M Sell
62,499
-5,375
-8% -$215K 2.18% 17
2018
Q4 		$2.81M Sell
67,874
-738
-1% -$30.6K 2.6% 15
2018
Q3 		$2.87M Buy
68,612
+1,860
+3% +$71.6K 2.52% 14
2018
Q2 		$2.3M Buy
66,752
+4,559
+7% +$156K 2.2% 16
2018
Q1 		$2.09M Hold
62,193
– – 2.23% 19
2017
Q4 		$2.14M Buy
62,193
+1,691
+3% +$57.7K 2.26% 18
2017
Q3 		$2.05M Hold
60,502
– – 2.26% 18
2017
Q2 		$1.93M Sell
60,502
-5,280
-8% -$167K 2.13% 19
2017
Q1 		$2.13M Sell
65,782
-2,098
-3% -$66.1K 2.32% 15
2016
Q4 		$2.09M Buy
67,880
+6,412
+10% +$196K 2.41% 15
2016
Q3 		$2.05M Hold
61,468
– – 2.28% 14
2016
Q2 		$2.05M Sell
61,468
-5,684
-8% -$181K 2.28% 14
2016
Q1 		$1.89M Sell
67,152
-1,523
-2% -$43.5K 2.16% 16
2015
Q4 		$2.1M Sell
68,675
-2,103
-3% -$66.2K 2.26% 15
2015
Q3 		$2.14M Sell
70,778
-894
-1% -$28.7K 2.37% 15
2015
Q2 		$2.29M Hold
71,672
– – 2.56% 13
2015
Q1 		$2.34M Sell
71,672
-2,108
-3% -$67K 2.6% 12
2014
Q4 		$2.18M Hold
73,780
– – 2.3% 13
2014
Q3 		$2.25M Hold
73,780
– – 2.6% 12
2014
Q2 		$2.08M Hold
73,780
– – 2.27% 14
2014
Q1 		$2.25M Hold
73,780
– – 2.6% 12
2013
Q4 		$2.15M Buy
73,780
+5,270
+8% +$153K 2.38% 12
2013
Q3 		$1.84M Hold
68,510
– – 2.5% 12
2013
Q2 		$1.82M Buy
+68,510
New +$1.89M 2.63% 12

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
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Guardian Investment Management reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $41.7K and leaving 9,417 shares worth $227K. The position accounts for 0.15% of the portfolio, ranked #59.

Guardian Investment Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.51M in Q4 2021. 1,153 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Guardian Investment Management held 9,417 shares of Pfizer worth $227K as of Q2 2026.
  • Guardian Investment Management sold 1,593 Pfizer shares in Q2 2026, an estimated $41.7K.
  • Pfizer made up 0.15% of Guardian Investment Management's portfolio in Q2 2026, its #59 holding.
  • Guardian Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Guardian Investment Management's Pfizer position peaked at $4.51M in Q4 2021.
  • 1,153 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.