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Hamilton Point Investment Advisors’s Pfizer PFE Stock Holding History

Hamilton Point 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 		$4.04M Sell
167,854
-816
-0.5% -$21.3K 0.57% 51
2026
Q1 		$4.74M Buy
168,670
+10,487
+7% +$279K 0.73% 45
2025
Q4 		$3.94M Sell
158,183
-15,198
-9% -$383K 0.6% 53
2025
Q3 		$4.42M Buy
173,381
+1,063
+0.6% +$26.2K 0.69% 51
2025
Q2 		$4.18M Sell
172,318
-3,278
-2% -$76.4K 0.69% 51
2025
Q1 		$4.45M Buy
175,596
+27,431
+19% +$718K 0.8% 46
2024
Q4 		$3.93M Sell
148,165
-16,239
-10% -$440K 0.69% 54
2024
Q3 		$4.76M Buy
164,404
+41,290
+34% +$1.2M 0.84% 50
2024
Q2 		$3.44M Buy
123,114
+2,604
+2% +$71.7K 0.65% 56
2024
Q1 		$3.34M Sell
120,510
-198
-0.2% -$5.49K 0.64% 55
2023
Q4 		$3.48M Buy
120,708
+2,951
+3% +$89.2K 0.7% 53
2023
Q3 		$3.91M Buy
117,757
+98,232
+503% +$3.47M 0.96% 46
2023
Q2 		$716K Sell
19,525
-272
-1% -$10.6K 0.17% 73
2023
Q1 		$808K Buy
19,797
+10,149
+105% +$438K 0.2% 72
2022
Q4 		$494K Sell
9,648
-326
-3% -$15.6K 0.14% 64
2022
Q3 		$436K Buy
9,974
+4,695
+89% +$228K 0.13% 63
2022
Q2 		$277K Buy
5,279
+196
+4% +$9.99K 0.08% 68
2022
Q1 		$263K Sell
5,083
-600
-11% -$31.1K 0.07% 73
2021
Q4 		$336K Buy
5,683
+25
+0.4% +$1.24K 0.08% 71
2021
Q3 		$243K Buy
5,658
+275
+5% +$12.2K 0.06% 75
2021
Q2 		$211K Sell
5,383
-470
-8% -$18.3K 0.06% 76
2021
Q1 		$212K Hold
5,853
– – 0.06% 75
2020
Q4 		$215K Sell
5,853
-316
-5% -$11.6K 0.07% 72
2020
Q3 		$215K Buy
+6,169
New +$216K 0.08% 68
2020
Q1 		– Sell
-7,098
Closed -$264K – 72
2019
Q4 		$264K Buy
7,098
+562
+9% +$20K 0.1% 67
2019
Q3 		$223K Buy
6,536
+1,518
+30% +$55.2K 0.09% 70
2019
Q2 		$206K Buy
+5,018
New +$199K 0.09% 73

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hamilton Point Investment Advisors's PFE Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its Pfizer (PFE) stake by 0.48% in Q2 2026, selling an estimated $21.3K and leaving 167,854 shares worth $4.04M. The position accounts for 0.57% of the portfolio, ranked #51.

Hamilton Point Investment Advisors first reported a position in PFE in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.76M in Q3 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Hamilton Point Investment Advisors held 167,854 shares of Pfizer worth $4.04M as of Q2 2026.
  • Hamilton Point Investment Advisors sold 816 Pfizer shares in Q2 2026, an estimated $21.3K.
  • Pfizer made up 0.57% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Hamilton Point Investment Advisors first reported a position in Pfizer in Q2 2019 and has held it in 27 quarters since.
  • Hamilton Point Investment Advisors's Pfizer position peaked at $4.76M in Q3 2024.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.