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Investment Research Partners’s Pfizer PFE Stock Holding History

Investment Research 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 		$548K Buy
22,747
+7,250
+47% +$190K 0.19% 128
2026
Q1 		$435K Sell
15,497
-360
-2% -$9.58K 0.18% 131
2025
Q4 		$395K Buy
15,857
+2,174
+16% +$54.8K 0.17% 146
2025
Q3 		$332K Buy
+13,683
New +$338K 0.15% 158

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Investment Research Partners increased its Pfizer (PFE) stake by 47% in Q2 2026, buying an estimated $190K and bringing the position to 22,747 shares worth $548K. The position accounts for 0.19% of the portfolio, ranked #128.

Investment Research Partners first reported a position in PFE in Q3 2025 and has held it in 4 quarters since. 2,239 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Investment Research Partners held 22,747 shares of Pfizer worth $548K as of Q2 2026.
  • Investment Research Partners bought 7,250 Pfizer shares in Q2 2026, an estimated $190K.
  • Pfizer made up 0.19% of Investment Research Partners's portfolio in Q2 2026, its #128 holding.
  • Investment Research Partners first reported a position in Pfizer in Q3 2025 and has held it in 4 quarters since.
  • 2,239 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.