JGP Wealth Management’s Pfizer PFE Stock Holding History

JGP Wealth 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 Q2	$252K	Buy	10,450 +7	+0.1%	+$183	0.02%	207
2026 Q1	$293K	Sell	10,443 -14,212	-58%	-$378K	0.03%	181
2025 Q4	$614K	Buy	24,655 +1,872	+8%	+$47.2K	0.06%	135
2025 Q3	$617K	Sell	22,783 -647	-3%	-$16K	0.07%	128
2025 Q2	$568K	Buy	23,430 +1,193	+5%	+$27.8K	0.07%	125
2025 Q1	$563K	Sell	22,237 -12,939	-37%	-$339K	0.07%	115
2024 Q4	$933K	Sell	35,176 -17,203	-33%	-$467K	0.12%	98
2024 Q3	$1.52M	Buy	52,379 +32	+0.1%	+$933	0.2%	68
2024 Q2	$1.46M	Sell	52,347 -1,080	-2%	-$29.7K	0.21%	65
2024 Q1	$1.48M	Sell	53,427 -3,824	-7%	-$106K	0.22%	67
2023 Q4	$1.65M	Sell	57,251 -3,236	-5%	-$97.8K	0.24%	63
2023 Q3	$2.01M	Buy	60,487 +2,000	+3%	+$70.7K	0.34%	59
2023 Q2	$2.15M	Buy	58,487 +4,316	+8%	+$168K	0.35%	57
2023 Q1	$2.21M	Buy	54,171 +2,090	+4%	+$90.3K	0.39%	55
2022 Q4	$2.67M	Buy	52,081 +1,733	+3%	+$83.1K	0.49%	49
2022 Q3	$2.13M	Buy	50,348 +1,422	+3%	+$69.1K	0.45%	51
2022 Q2	$2.58M	Buy	48,926 +531	+1%	+$27.1K	0.52%	49
2022 Q1	$2.67M	Sell	48,395 -281	-0.6%	-$14.6K	0.49%	50
2021 Q4	$2.71M	Buy	48,676 +1,298	+3%	+$64.3K	0.5%	47
2021 Q3	$2.04M	Sell	47,378 -4	-0%	-$177	0.44%	52
2021 Q2	$1.85M	Buy	47,382 +4,680	+11%	+$182K	0.4%	51
2021 Q1	$1.55M	Sell	42,702 -15,733	-27%	-$559K	0.35%	56
2020 Q4	$2.04M	Sell	58,435 -1,945	-3%	-$71.3K	0.47%	47
2020 Q3	$2.09M	Sell	60,380 -6,311	-9%	-$221K	0.55%	46
2020 Q2	$2.13M	Sell	66,691 -242	-0.4%	-$8.22K	0.63%	46
2020 Q1	$2.2M	Sell	66,933 -492	-0.7%	-$16.8K	0.78%	45
2019 Q4	$2.49M	Sell	67,425 -129	-0.2%	-$4.59K	0.74%	50
2019 Q3	$2.22M	Buy	67,554 +1,133	+2%	+$41.2K	0.77%	51
2019 Q2	$2.73M	Sell	66,421 -304	-0.5%	-$12.1K	0.97%	48
2019 Q1	$2.69M	Sell	66,725 -4,383	-6%	-$176K	1.02%	46
2018 Q4	$2.94M	Sell	71,108 -862	-1%	-$35.8K	1.22%	34
2018 Q3	$3M	Sell	71,970 -2,532	-3%	-$97.5K	1.2%	37
2018 Q2	$2.56M	Buy	+74,502	New	+$2.55M	1.07%	47

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

JGP Wealth Management's PFE Position: Q2 2026 in Review

JGP Wealth Management increased its Pfizer (PFE) stake by 0.07% in Q2 2026, buying an estimated $183 and bringing the position to 10,450 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #207.

JGP Wealth Management first reported a position in PFE in Q2 2018 and has held it in 33 quarters since. The position peaked at $3M in Q3 2018. 991 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

JGP Wealth Management held 10,450 shares of Pfizer worth $252K as of Q2 2026.
JGP Wealth Management bought 7 Pfizer shares in Q2 2026, an estimated $183.
Pfizer made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #207 holding.
JGP Wealth Management first reported a position in Pfizer in Q2 2018 and has held it in 33 quarters since.
JGP Wealth Management's Pfizer position peaked at $3M in Q3 2018.
991 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.