Ironwood Financial’s Pfizer PFE Stock Holding History

Ironwood Financial’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	$790K	Sell	32,253 -279	-0.9%	-$7.3K	0.12%	98
2026 Q1	$913K	Sell	32,532 -190	-0.6%	-$5.06K	0.16%	87
2025 Q4	$827K	Sell	32,722 -196	-0.6%	-$4.94K	0.14%	93
2025 Q3	$839K	Sell	32,918 -318	-1%	-$7.85K	0.15%	91
2025 Q2	$842K	Hold	33,236	–	–	0.18%	78
2025 Q1	$842K	Sell	33,236 -436	-1%	-$11.4K	0.18%	78
2024 Q4	$893K	Buy	33,672 +200	+0.6%	+$5.42K	0.19%	77
2024 Q3	$969K	Sell	33,472 -885	-3%	-$25.8K	0.2%	72
2024 Q2	$961K	Hold	34,357	–	–	0.22%	73
2024 Q1	$953K	Sell	34,357 -170	-0.5%	-$4.72K	0.22%	73
2023 Q4	$994K	Sell	34,527 -864	-2%	-$26.1K	0.24%	68
2023 Q3	$1.17M	Sell	35,391 -506	-1%	-$17.9K	0.32%	55
2023 Q2	$1.32M	Sell	35,897 -26	-0.1%	-$1.01K	0.35%	55
2023 Q1	$1.47M	Buy	35,923 +3	+0%	+$130	0.41%	48
2022 Q4	$1.84M	Sell	35,920 -161	-0.4%	-$7.72K	0.57%	36
2022 Q3	$1.58M	Hold	36,081	–	–	0.52%	40
2022 Q2	$1.89M	Hold	36,081	–	–	0.61%	34
2022 Q1	$1.87M	Buy	36,081 +400	+1%	+$20.8K	0.53%	39
2021 Q4	$2.11M	Hold	35,681	–	–	0.58%	38
2021 Q3	$1.53M	Buy	35,681 +296	+0.8%	+$13.1K	0.45%	43
2021 Q2	$1.39M	Hold	35,385	–	–	0.42%	45
2021 Q1	$1.28M	Buy	35,385 +550	+2%	+$19.5K	0.42%	46
2020 Q4	$1.28M	Buy	34,835 +32,688	+1,522%	+$1.2M	0.48%	38
2020 Q3	$75K	Hold	2,147	–	–	0.04%	99
2020 Q2	$67K	Hold	2,147	–	–	0.04%	95
2020 Q1	$66K	Sell	2,147 -202	-9%	-$6.88K	0.05%	74
2019 Q4	$87K	Buy	2,349 +1	+0%	+$36	0.04%	83
2019 Q3	$80K	Hold	2,348	–	–	0.04%	88
2019 Q2	$97K	Sell	2,348 -1	-0%	-$40	0.05%	76
2019 Q1	$95K	Hold	2,349	–	–	0.05%	78
2018 Q4	$97K	Buy	2,349 +1,119	+91%	+$46.5K	0.05%	71
2018 Q3	$51K	Buy	1,230 +437	+55%	+$16.8K	0.03%	107
2018 Q2	$27K	Hold	793	–	–	0.02%	135
2018 Q1	$27K	Hold	793	–	–	0.03%	113
2017 Q4	$27K	Hold	793	–	–	0.02%	116
2017 Q3	$27K	Hold	793	–	–	0.02%	123
2017 Q2	$25K	Hold	793	–	–	0.02%	120
2017 Q1	$26K	Hold	793	–	–	0.02%	116
2016 Q4	$24K	Hold	793	–	–	0.02%	120
2016 Q3	$25K	Hold	793	–	–	0.02%	121
2016 Q2	$26K	Hold	793	–	–	0.02%	121
2016 Q1	$22K	Buy	+793	New	+$22.7K	0.02%	128
2015 Q3	$24K	Buy	793 +261	+49%	+$8.37K	0.01%	153
2015 Q2	$17K	Hold	532	–	–	0.01%	175
2015 Q1	$18K	Sell	532 -26	-5%	-$827	0.01%	172
2014 Q4	$16K	Buy	+558	New	+$16K	0.01%	152

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ironwood Financial's PFE Position: Q2 2026 in Review

Ironwood Financial reduced its Pfizer (PFE) stake by 0.86% in Q2 2026, selling an estimated $7.3K and leaving 32,253 shares worth $790K. The position accounts for 0.12% of the portfolio, ranked #98.

Ironwood Financial first reported a position in PFE in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.11M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Ironwood Financial held 32,253 shares of Pfizer worth $790K as of Q2 2026.
Ironwood Financial sold 279 Pfizer shares in Q2 2026, an estimated $7.3K.
Pfizer made up 0.12% of Ironwood Financial's portfolio in Q2 2026, its #98 holding.
Ironwood Financial first reported a position in Pfizer in Q4 2014 and has held it in 46 quarters since.
Ironwood Financial's Pfizer position peaked at $2.11M in Q4 2021.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.