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Ironwood Investment Management’s Pfizer PFE Stock Holding History

Ironwood Investment Management’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
Q1 		$1.82M Buy
64,890
+9,700
+18% +$258K 0.76% 39
2025
Q4 		$1.37M Buy
55,190
+4,000
+8% +$101K 0.58% 52
2025
Q3 		$1.3M Sell
51,190
-200
-0.4% -$4.94K 0.57% 59
2025
Q2 		$1.25M Hold
51,390
– – 0.61% 57
2025
Q1 		$1.3M Buy
51,390
+12,500
+32% +$327K 0.71% 46
2024
Q4 		$1.03M Hold
38,890
– – 0.51% 68
2024
Q3 		$1.13M Buy
38,890
+4,120
+12% +$120K 0.55% 61
2024
Q2 		$973K Sell
34,770
-20,000
-37% -$551K 0.52% 62
2024
Q1 		$1.52M Buy
54,770
+24,155
+79% +$670K 0.74% 40
2023
Q4 		$881K Sell
30,615
-700
-2% -$21.2K 0.46% 64
2023
Q3 		$1.04M Buy
31,315
+1,200
+4% +$42.4K 0.63% 51
2023
Q2 		$1.1M Buy
30,115
+4,970
+20% +$193K 0.64% 49
2023
Q1 		$1.03M Buy
25,145
+4,100
+19% +$177K 0.64% 54
2022
Q4 		$1.08M Sell
21,045
-700
-3% -$33.6K 0.71% 48
2022
Q3 		$952K Sell
21,745
-2,900
-12% -$141K 0.67% 55
2022
Q2 		$1.29M Sell
24,645
-6,000
-20% -$306K 0.86% 35
2022
Q1 		$1.59M Hold
30,645
– – 0.86% 35
2021
Q4 		$1.81M Sell
30,645
-1,200
-4% -$59.5K 0.9% 32
2021
Q3 		$1.37M Sell
31,845
-800
-2% -$35.4K 0.71% 42
2021
Q2 		$1.28M Buy
32,645
+500
+2% +$19.4K 0.65% 51
2021
Q1 		$1.17M Buy
32,145
+14,800
+85% +$525K 0.62% 54
2020
Q4 		$638K Buy
17,345
+2,225
+15% +$81.6K 0.37% 91
2020
Q3 		$526K Hold
15,120
– – 0.38% 96
2020
Q2 		$469K Sell
15,120
-693
-4% -$23.5K 0.37% 104
2020
Q1 		$490K Hold
15,813
– – 0.49% 77
2019
Q4 		$588K Sell
15,813
-62
-0.4% -$2.21K 0.41% 91
2019
Q3 		$541K Hold
15,875
– – 0.41% 91
2019
Q2 		$652K Hold
15,875
– – 0.51% 74
2019
Q1 		$640K Sell
15,875
-633
-4% -$25.4K 0.52% 69
2018
Q4 		$684K Buy
16,508
+121
+0.7% +$5.02K 0.63% 50
2018
Q3 		$685K Hold
16,387
– – 0.48% 81
2018
Q2 		$564K Hold
16,387
– – 0.4% 97
2018
Q1 		$552K Hold
16,387
– – 0.4% 97
2017
Q4 		$563K Sell
16,387
-158
-1% -$5.39K 0.4% 92
2017
Q3 		$560K Hold
16,545
– – 0.39% 99
2017
Q2 		$527K Buy
16,545
+228
+1% +$7.19K 0.38% 97
2017
Q1 		$530K Hold
16,317
– – 0.4% 97
2016
Q4 		$503K Hold
16,317
– – 0.37% 104
2016
Q3 		$524K Sell
16,317
-184
-1% -$6.15K 0.4% 97
2016
Q2 		$551K Sell
16,501
-69
-0.4% -$2.2K 0.41% 99
2016
Q1 		$466K Hold
16,570
– – 0.31% 113
2015
Q4 		$507K Sell
16,570
-105
-0.6% -$3.3K 0.21% 113
2015
Q3 		$497K Sell
16,675
-317
-2% -$10.2K 0.18% 117
2015
Q2 		$541K Buy
16,992
+2,952
+21% +$96.2K 0.12% 120
2015
Q1 		$463K Sell
14,040
-102
-0.7% -$3.24K 0.09% 128
2014
Q4 		$418K Hold
14,142
– – 0.08% 135
2014
Q3 		$397K Sell
14,142
-100
-0.7% -$2.81K 0.07% 133
2014
Q2 		$401K Sell
14,242
-68
-0.5% -$1.94K 0.06% 141
2014
Q1 		$436K Buy
14,310
+4,247
+42% +$127K 0.06% 129
2013
Q4 		$292K Hold
10,063
– – 0.04% 146
2013
Q3 		$274K Hold
10,063
– – 0.04% 143
2013
Q2 		$267K Buy
+10,063
New +$278K 0.05% 146

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ironwood Investment Management's PFE Position: Q1 2026 in Review

Ironwood Investment Management increased its Pfizer (PFE) stake by 18% in Q1 2026, buying an estimated $258K and bringing the position to 64,890 shares worth $1.82M. The position accounts for 0.76% of the portfolio, ranked #39.

Ironwood Investment Management first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Ironwood Investment Management held 64,890 shares of Pfizer worth $1.82M as of Q1 2026.
  • Ironwood Investment Management bought 9,700 Pfizer shares in Q1 2026, an estimated $258K.
  • Pfizer made up 0.76% of Ironwood Investment Management's portfolio in Q1 2026, its #39 holding.
  • Ironwood Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.