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Jackson Grant Investment Advisers’s Pfizer PFE Stock Holding History

Jackson Grant Investment Advisers’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 		$161K Sell
6,680
-1,698
-20% -$44.4K 0.05% 137
2026
Q1 		$235K Sell
8,378
-612
-7% -$16.3K 0.08% 107
2025
Q4 		$224K Sell
8,990
-2,140
-19% -$54K 0.07% 107
2025
Q3 		$284K Buy
11,130
+1,201
+12% +$29.6K 0.09% 95
2025
Q2 		$241K Buy
9,929
+54
+0.5% +$1.26K 0.09% 92
2025
Q1 		$250K Buy
9,875
+51
+0.5% +$1.33K 0.1% 92
2024
Q4 		$261K Sell
9,824
-648
-6% -$17.6K 0.1% 87
2024
Q3 		$303K Buy
10,472
+47
+0.5% +$1.37K 0.11% 87
2024
Q2 		$292K Sell
10,425
-348
-3% -$9.58K 0.12% 85
2024
Q1 		$299K Buy
10,773
+55
+0.5% +$1.53K 0.12% 86
2023
Q4 		$309K Sell
10,718
-1,043
-9% -$31.5K 0.14% 81
2023
Q3 		$390K Sell
11,761
-140
-1% -$4.95K 0.19% 66
2023
Q2 		$437K Buy
11,901
+41
+0.3% +$1.6K 0.2% 66
2023
Q1 		$484K Buy
11,860
+224
+2% +$9.68K 0.23% 62
2022
Q4 		$596K Buy
11,636
+31
+0.3% +$1.49K 0.29% 53
2022
Q3 		$508K Buy
11,605
+33
+0.3% +$1.6K 0.27% 56
2022
Q2 		$607K Buy
11,572
+204
+2% +$10.4K 0.3% 52
2022
Q1 		$589K Buy
11,368
+57
+0.5% +$2.96K 0.25% 55
2021
Q4 		$668K Buy
11,311
+47
+0.4% +$2.33K 0.34% 43
2021
Q3 		$484K Buy
11,264
+55
+0.5% +$2.44K 0.22% 62
2021
Q2 		$439K Sell
11,209
-1,089
-9% -$42.3K 0.19% 67
2021
Q1 		$446K Buy
12,298
+1,105
+10% +$39.2K 0.21% 64
2020
Q4 		$412K Sell
11,193
-505
-4% -$18.5K 0.21% 62
2020
Q3 		$407K Buy
11,698
+95
+0.8% +$3.33K 0.24% 53
2020
Q2 		$360K Buy
11,603
+99
+0.9% +$3.36K 0.23% 54
2020
Q1 		$356K Sell
11,504
-4,068
-26% -$139K 0.26% 52
2019
Q4 		$579K Buy
15,572
+73
+0.5% +$2.6K 0.31% 49
2019
Q3 		$528K Buy
15,499
+85
+0.6% +$3.09K 0.3% 47
2019
Q2 		$633K Buy
15,414
+104
+0.7% +$4.13K 0.37% 44
2019
Q1 		$617K Buy
15,310
+84
+0.6% +$3.36K 0.37% 42
2018
Q4 		$631K Buy
15,226
+805
+6% +$33.4K 0.44% 38
2018
Q3 		$603K Buy
14,421
+128
+0.9% +$4.93K 0.38% 41
2018
Q2 		$492K Buy
14,293
+33
+0.2% +$1.13K 0.34% 43
2018
Q1 		$480K Sell
14,260
-431
-3% -$14.8K 0.34% 45
2017
Q4 		$505K Buy
14,691
+481
+3% +$16.4K 0.34% 44
2017
Q3 		$481K Sell
14,210
-767
-5% -$24.7K 0.35% 44
2017
Q2 		$477K Buy
14,977
+120
+0.8% +$3.78K 0.37% 38
2017
Q1 		$482K Buy
14,857
+110
+0.7% +$3.47K 0.39% 36
2016
Q4 		$454K Buy
14,747
+369
+3% +$11.3K 0.39% 39
2016
Q3 		$462K Buy
14,378
+123
+0.9% +$4.11K 0.38% 38
2016
Q2 		$476K Buy
14,255
+284
+2% +$9.06K 0.42% 35
2016
Q1 		$393K Sell
13,971
-875
-6% -$25K 0.36% 40
2015
Q4 		$455K Buy
+14,846
New +$467K 0.43% 40

Other funds holding PFE

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Jackson Grant Investment Advisers's PFE Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Pfizer (PFE) stake by 20% in Q2 2026, selling an estimated $44.4K and leaving 6,680 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #137.

Jackson Grant Investment Advisers first reported a position in PFE in Q4 2015 and has held it in 43 quarters since. The position peaked at $668K in Q4 2021. 1,336 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Jackson Grant Investment Advisers held 6,680 shares of Pfizer worth $161K as of Q2 2026.
  • Jackson Grant Investment Advisers sold 1,698 Pfizer shares in Q2 2026, an estimated $44.4K.
  • Pfizer made up 0.05% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #137 holding.
  • Jackson Grant Investment Advisers first reported a position in Pfizer in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's Pfizer position peaked at $668K in Q4 2021.
  • 1,336 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.