InvesTrust’s Pfizer PFE Stock Holding History

InvesTrust’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 Q3	$1.76M	Sell	61,575 -4,104	-6%	-$109K	0.71%	50
2026 Q2	$1.58M	Sell	65,679 -1,370	-2%	-$35.8K	0.61%	53
2026 Q1	$1.88M	Buy	67,049 +205	+0.3%	+$5.46K	0.79%	50
2025 Q4	$1.66M	Sell	66,844 -9,922	-13%	-$250K	0.64%	51
2025 Q3	$1.96M	Buy	76,766 +1,953	+3%	+$48.2K	0.72%	49
2025 Q2	$1.81M	Sell	74,813 -131,894	-64%	-$3.08M	0.7%	50
2025 Q1	$5.24M	Buy	206,707 +8,731	+4%	+$228K	1.43%	38
2024 Q4	$5.25M	Buy	+197,976	New	+$5.37M	1.46%	38

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

InvesTrust's PFE Position: Q3 2026 in Review

InvesTrust reduced its Pfizer (PFE) stake by 6.2% in Q3 2026, selling an estimated $109K and leaving 61,575 shares worth $1.76M. The position accounts for 0.71% of the portfolio, ranked #50.

InvesTrust first reported a position in PFE in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.25M in Q4 2024. 1,356 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

InvesTrust held 61,575 shares of Pfizer worth $1.76M as of Q3 2026.
InvesTrust sold 4,104 Pfizer shares in Q3 2026, an estimated $109K.
Pfizer made up 0.71% of InvesTrust's portfolio in Q3 2026, its #50 holding.
InvesTrust first reported a position in Pfizer in Q4 2024 and has held it in 8 quarters since.
InvesTrust's Pfizer position peaked at $5.25M in Q4 2024.
1,356 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.