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J. Team Financial’s Pfizer PFE Stock Holding History

J. Team 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 		$290K Sell
12,062
-106
-0.9% -$2.77K 0.28% 77
2026
Q1 		$342K Sell
12,168
-2,161
-15% -$57.5K 0.38% 53
2025
Q4 		$357K Buy
14,329
+447
+3% +$11.3K 0.36% 60
2025
Q3 		$354K Buy
+13,882
New +$343K 0.36% 54

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

J. Team Financial's PFE Position: Q2 2026 in Review

J. Team Financial reduced its Pfizer (PFE) stake by 0.87% in Q2 2026, selling an estimated $2.77K and leaving 12,062 shares worth $290K. The position accounts for 0.28% of the portfolio, ranked #77.

J. Team Financial first reported a position in PFE in Q3 2025 and has held it in 4 quarters since. The position peaked at $357K in Q4 2025. 1,707 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • J. Team Financial held 12,062 shares of Pfizer worth $290K as of Q2 2026.
  • J. Team Financial sold 106 Pfizer shares in Q2 2026, an estimated $2.77K.
  • Pfizer made up 0.28% of J. Team Financial's portfolio in Q2 2026, its #77 holding.
  • J. Team Financial first reported a position in Pfizer in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Pfizer position peaked at $357K in Q4 2025.
  • 1,707 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.