James Investment Research’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $242K | Buy |
10,030
+2,399
| +31% | +$62.8K | 0.02% | 330 |
|
|
2026
Q1 | $214K | Buy |
+7,631
| New | +$203K | 0.02% | 324 |
|
|
2025
Q2 | – | Sell |
-27,350
| Closed | -$693K | – | 346 |
|
|
2025
Q1 | $693K | Sell |
27,350
-12,927
| -32% | -$338K | 0.09% | 178 |
|
|
2024
Q4 | $1.07M | Sell |
40,277
-1,315
| -3% | -$35.7K | 0.13% | 146 |
|
|
2024
Q3 | $1.2M | Buy |
41,592
+9,712
| +30% | +$283K | 0.14% | 139 |
|
|
2024
Q2 | $892K | Buy |
+31,880
| New | +$878K | 0.11% | 162 |
|
|
2023
Q4 | – | Sell |
-28,026
| Closed | -$930K | – | 313 |
|
|
2023
Q3 | $930K | Sell |
28,026
-19,684
| -41% | -$696K | 0.12% | 146 |
|
|
2023
Q2 | $1.75M | Sell |
47,710
-1,143
| -2% | -$44.5K | 0.22% | 104 |
|
|
2023
Q1 | $1.99M | Sell |
48,853
-5
| -0% | -$216 | 0.26% | 98 |
|
|
2022
Q4 | $2.5M | Sell |
48,858
-225
| -0.5% | -$10.8K | 0.35% | 83 |
|
|
2022
Q3 | $2.15M | Sell |
49,083
-985
| -2% | -$47.9K | 0.31% | 89 |
|
|
2022
Q2 | $2.63M | Buy |
50,068
+81
| +0.2% | +$4.13K | 0.35% | 82 |
|
|
2022
Q1 | $2.59M | Buy |
49,987
+1,909
| +4% | +$99K | 0.27% | 96 |
|
|
2021
Q4 | $2.84M | Sell |
48,078
-500
| -1% | -$24.8K | 0.26% | 99 |
|
|
2021
Q3 | $2.09M | Sell |
48,578
-4,485
| -8% | -$199K | 0.19% | 109 |
|
|
2021
Q2 | $2.08M | Hold |
53,063
| – | – | 0.18% | 119 |
|
|
2021
Q1 | $1.92M | Sell |
53,063
-129,147
| -71% | -$4.59M | 0.17% | 124 |
|
|
2020
Q4 | $6.71M | Sell |
182,210
-97,586
| -35% | -$3.58M | 0.6% | 59 |
|
|
2020
Q3 | $9.74M | Sell |
279,796
-75,359
| -21% | -$2.64M | 0.9% | 34 |
|
|
2020
Q2 | $11M | Sell |
355,155
-11,616
| -3% | -$395K | 1.03% | 24 |
|
|
2020
Q1 | $11.4M | Sell |
366,771
-139,910
| -28% | -$4.77M | 1.18% | 21 |
|
|
2019
Q4 | $18.8M | Buy |
506,681
+19,302
| +4% | +$688K | 1.31% | 13 |
|
|
2019
Q3 | $16.6M | Sell |
487,379
-65,117
| -12% | -$2.37M | 1.21% | 18 |
|
|
2019
Q2 | $22.7M | Sell |
552,496
-8,467
| -2% | -$336K | 1.65% | 11 |
|
|
2019
Q1 | $22.6M | Sell |
560,963
-25,278
| -4% | -$1.01M | 1.48% | 10 |
|
|
2018
Q4 | $24.3M | Sell |
586,241
-107,171
| -15% | -$4.45M | 1.51% | 10 |
|
|
2018
Q3 | $29M | Sell |
693,412
-50,961
| -7% | -$1.96M | 1.19% | 13 |
|
|
2018
Q2 | $25.6M | Buy |
744,373
+3,162
| +0.4% | +$108K | 0.98% | 16 |
|
|
2018
Q1 | $25M | Sell |
741,211
-54,302
| -7% | -$1.87M | 0.94% | 20 |
|
|
2017
Q4 | $27.3M | Sell |
795,513
-1,176
| -0.1% | -$40.1K | 0.93% | 26 |
|
|
2017
Q3 | $27M | Sell |
796,689
-11,800
| -1% | -$379K | 0.91% | 28 |
|
|
2017
Q2 | $25.8M | Sell |
808,489
-381,598
| -32% | -$12M | 0.8% | 36 |
|
|
2017
Q1 | $38.6M | Sell |
1,190,087
-14,592
| -1% | -$460K | 1.08% | 22 |
|
|
2016
Q4 | $37.1M | Buy |
1,204,679
+277,887
| +30% | +$8.48M | 0.96% | 25 |
|
|
2016
Q3 | $29.8M | Buy |
926,792
+1,184
| +0.1% | +$39.6K | 0.79% | 35 |
|
|
2016
Q2 | $30.9M | Buy |
925,608
+82,617
| +10% | +$2.64M | 0.78% | 40 |
|
|
2016
Q1 | $23.7M | Buy |
842,991
+10,219
| +1% | +$292K | 0.58% | 53 |
|
|
2015
Q4 | $25.5M | Buy |
832,772
+11,658
| +1% | +$367K | 0.63% | 47 |
|
|
2015
Q3 | $24.5M | Buy |
821,114
+6,671
| +0.8% | +$214K | 0.65% | 48 |
|
|
2015
Q2 | $25.9M | Buy |
814,443
+489
| +0.1% | +$15.9K | 0.61% | 52 |
|
|
2015
Q1 | $26.9M | Buy |
813,954
+73,933
| +10% | +$2.35M | 0.63% | 52 |
|
|
2014
Q4 | $21.9M | Buy |
740,021
+5,507
| +0.7% | +$158K | 0.6% | 52 |
|
|
2014
Q3 | $20.6M | Buy |
734,514
+9,975
| +1% | +$280K | 0.64% | 50 |
|
|
2014
Q2 | $20.4M | Sell |
724,539
-416,557
| -37% | -$11.9M | 0.65% | 49 |
|
|
2014
Q1 | $34.8M | Buy |
1,141,096
+28,362
| +3% | +$846K | 1.11% | 30 |
|
|
2013
Q4 | $32.3M | Buy |
1,112,734
+48,720
| +5% | +$1.42M | 1.02% | 34 |
|
|
2013
Q3 | $29M | Sell |
1,064,014
-17,049
| -2% | -$464K | 1.1% | 29 |
|
|
2013
Q2 | $28.7M | Buy |
+1,081,063
| New | +$29.9M | 1.18% | 27 |
|
Other funds holding PFE
James Investment Research's PFE Position: Q2 2026 in Review
James Investment Research increased its Pfizer (PFE) stake by 31% in Q2 2026, buying an estimated $62.8K and bringing the position to 10,030 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #330.
James Investment Research first reported a position in PFE in Q2 2013 and has held it in 48 quarters since. The position peaked at $38.6M in Q1 2017. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- James Investment Research held 10,030 shares of Pfizer worth $242K as of Q2 2026.
- James Investment Research bought 2,399 Pfizer shares in Q2 2026, an estimated $62.8K.
- Pfizer made up 0.02% of James Investment Research's portfolio in Q2 2026, its #330 holding.
- James Investment Research first reported a position in Pfizer in Q2 2013 and has held it in 48 quarters since.
- James Investment Research's Pfizer position peaked at $38.6M in Q1 2017.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.