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Investment House LLC’s Pfizer PFE Stock Holding History

Investment House LLC’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 		$434K Sell
18,005
-1,798
-9% -$47K 0.02% 183
2026
Q1 		$556K Sell
19,803
-250
-1% -$6.66K 0.03% 169
2025
Q4 		$499K Buy
20,053
+5
+0% +$126 0.02% 171
2025
Q3 		$511K Sell
20,048
-1,143
-5% -$28.2K 0.02% 183
2025
Q2 		$514K Buy
21,191
+993
+5% +$23.2K 0.03% 177
2025
Q1 		$512K Buy
20,198
+500
+3% +$13.1K 0.03% 174
2024
Q4 		$523K Sell
19,698
-4,075
-17% -$111K 0.03% 160
2024
Q3 		$688K Sell
23,773
-1,532
-6% -$44.7K 0.04% 159
2024
Q2 		$708K Sell
25,305
-575
-2% -$15.8K 0.04% 145
2024
Q1 		$718K Sell
25,880
-950
-4% -$26.4K 0.04% 143
2023
Q4 		$772K Sell
26,830
-2,372
-8% -$71.7K 0.05% 130
2023
Q3 		$969K Sell
29,202
-6,161
-17% -$218K 0.08% 119
2023
Q2 		$1.3M Sell
35,363
-24,378
-41% -$949K 0.1% 110
2023
Q1 		$2.44M Sell
59,741
-350
-0.6% -$15.1K 0.2% 85
2022
Q4 		$3.08M Sell
60,091
-2,550
-4% -$122K 0.29% 74
2022
Q3 		$2.74M Buy
62,641
+623
+1% +$30.3K 0.26% 72
2022
Q2 		$3.25M Sell
62,018
-1,625
-3% -$82.8K 0.29% 71
2022
Q1 		$3.29M Sell
63,643
-7,200
-10% -$374K 0.24% 74
2021
Q4 		$4.18M Sell
70,843
-2,000
-3% -$99.1K 0.27% 69
2021
Q3 		$3.13M Sell
72,843
-300
-0.4% -$13.3K 0.23% 73
2021
Q2 		$2.86M Buy
73,143
+9,400
+15% +$366K 0.2% 81
2021
Q1 		$2.31M Sell
63,743
-625
-1% -$22.2K 0.18% 82
2020
Q4 		$2.37M Sell
64,368
-3,002
-4% -$110K 0.17% 90
2020
Q3 		$2.35M Sell
67,370
-1,317
-2% -$46.2K 0.18% 83
2020
Q2 		$2.13M Buy
68,687
+864
+1% +$29.4K 0.19% 85
2020
Q1 		$2.1M Sell
67,823
-1,976
-3% -$67.3K 0.24% 81
2019
Q4 		$2.6M Sell
69,799
-4,400
-6% -$157K 0.24% 81
2019
Q3 		$2.53M Sell
74,199
-1,265
-2% -$46K 0.26% 83
2019
Q2 		$3.1M Sell
75,464
-47
-0.1% -$1.87K 0.32% 72
2019
Q1 		$3.04M Sell
75,511
-737
-1% -$29.5K 0.33% 72
2018
Q4 		$3.16M Sell
76,248
-2,391
-3% -$99.3K 0.39% 70
2018
Q3 		$3.29M Sell
78,639
-2,311
-3% -$89K 0.35% 74
2018
Q2 		$2.79M Sell
80,950
-2,099
-3% -$71.7K 0.32% 75
2018
Q1 		$2.8M Sell
83,049
-3,551
-4% -$122K 0.34% 75
2017
Q4 		$2.98M Sell
86,600
-4,706
-5% -$160K 0.36% 74
2017
Q3 		$3.09M Sell
91,306
-12,337
-12% -$397K 0.4% 70
2017
Q2 		$3.3M Sell
103,643
-1,391
-1% -$43.9K 0.44% 66
2017
Q1 		$3.41M Sell
105,034
-1,921
-2% -$60.6K 0.48% 66
2016
Q4 		$3.3M Sell
106,955
-204
-0.2% -$6.23K 0.5% 66
2016
Q3 		$3.44M Sell
107,159
-1,313
-1% -$43.9K 0.52% 64
2016
Q2 		$3.62M Sell
108,472
-294
-0.3% -$9.38K 0.58% 62
2016
Q1 		$3.06M Buy
108,766
+5,465
+5% +$156K 0.49% 69
2015
Q4 		$3.16M Buy
103,301
+23,562
+30% +$741K 0.52% 66
2015
Q3 		$2.38M Sell
79,739
-100
-0.1% -$3.21K 0.41% 77
2015
Q2 		$2.54M Sell
79,839
-270
-0.3% -$8.8K 0.41% 78
2015
Q1 		$2.64M Sell
80,109
-270
-0.3% -$8.58K 0.43% 75
2014
Q4 		$2.38M Sell
80,379
-1,946
-2% -$55.8K 0.38% 77
2014
Q3 		$2.31M Sell
82,325
-238
-0.3% -$6.68K 0.38% 75
2014
Q2 		$2.33M Sell
82,563
-417
-0.5% -$11.9K 0.4% 76
2014
Q1 		$2.53M Buy
82,980
+7,603
+10% +$227K 0.45% 72
2013
Q4 		$2.19M Sell
75,377
-44,649
-37% -$1.3M 0.4% 73
2013
Q3 		$3.27M Buy
120,026
+4
+0% +$109 0.66% 56
2013
Q2 		$3.19M Buy
+120,022
New +$3.32M 0.69% 49

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

Investment House LLC's PFE Position: Q2 2026 in Review

Investment House LLC reduced its Pfizer (PFE) stake by 9.1% in Q2 2026, selling an estimated $47K and leaving 18,005 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #183.

Investment House LLC first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.18M in Q4 2021. 1,336 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Investment House LLC held 18,005 shares of Pfizer worth $434K as of Q2 2026.
  • Investment House LLC sold 1,798 Pfizer shares in Q2 2026, an estimated $47K.
  • Pfizer made up 0.02% of Investment House LLC's portfolio in Q2 2026, its #183 holding.
  • Investment House LLC first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's Pfizer position peaked at $4.18M in Q4 2021.
  • 1,336 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.