Jones Financial Companies’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 | $113M | Buy |
4,638,683
+117,340
| +3% | +$3.07M | 0.05% | 224 |
|
|
2026
Q1 | $122M | Buy |
4,521,343
+938,114
| +26% | +$25M | 0.06% | 169 |
|
|
2025
Q4 | $89.2M | Buy |
3,583,229
+268,117
| +8% | +$6.76M | 0.05% | 112 |
|
|
2025
Q3 | $78.8M | Buy |
3,315,112
+297,458
| +10% | +$7.34M | 0.05% | 106 |
|
|
2025
Q2 | $73M | Buy |
3,017,654
+501,443
| +20% | +$11.7M | 0.06% | 104 |
|
|
2025
Q1 | $63.4M | Buy |
2,516,211
+690,259
| +38% | +$18.1M | 0.06% | 92 |
|
|
2024
Q4 | $48.4M | Buy |
1,825,952
+485,895
| +36% | +$13.2M | 0.05% | 93 |
|
|
2024
Q3 | $39M | Buy |
1,340,057
+627,680
| +88% | +$18.3M | 0.04% | 89 |
|
|
2024
Q2 | $19.9M | Buy |
712,377
+268,623
| +61% | +$7.4M | 0.02% | 100 |
|
|
2024
Q1 | $12.3M | Buy |
443,754
+95,130
| +27% | +$2.64M | 0.02% | 101 |
|
|
2023
Q4 | $10M | Sell |
348,624
-30,151
| -8% | -$911K | 0.02% | 103 |
|
|
2023
Q3 | $12.6M | Buy |
378,775
+6,772
| +2% | +$239K | 0.02% | 81 |
|
|
2023
Q2 | $13.6M | Buy |
372,003
+545
| +0.1% | +$21.2K | 0.02% | 80 |
|
|
2023
Q1 | $15.2M | Buy |
371,458
+8,540
| +2% | +$369K | 0.02% | 75 |
|
|
2022
Q4 | $18.6M | Buy |
362,918
+3,557
| +1% | +$171K | 0.03% | 71 |
|
|
2022
Q3 | $15.7M | Sell |
359,361
-6,873
| -2% | -$334K | 0.03% | 63 |
|
|
2022
Q2 | $19.2M | Sell |
366,234
-6,496
| -2% | -$331K | 0.03% | 58 |
|
|
2022
Q1 | $19.3M | Sell |
372,730
-12,401
| -3% | -$643K | 0.03% | 64 |
|
|
2021
Q4 | $22.7M | Buy |
385,131
+17,871
| +5% | +$885K | 0.03% | 62 |
|
|
2021
Q3 | $15.8M | Sell |
367,260
-504
| -0.1% | -$22.3K | 0.02% | 73 |
|
|
2021
Q2 | $14.4M | Buy |
367,764
+9,466
| +3% | +$368K | 0.02% | 77 |
|
|
2021
Q1 | $13M | Buy |
358,298
+7,005
| +2% | +$249K | 0.02% | 82 |
|
|
2020
Q4 | $12.9M | Sell |
351,293
-5,571
| -2% | -$204K | 0.02% | 81 |
|
|
2020
Q3 | $12.4M | Buy |
356,864
+12,852
| +4% | +$451K | 0.03% | 73 |
|
|
2020
Q2 | $10.7M | Sell |
344,012
-20,253
| -6% | -$688K | 0.02% | 77 |
|
|
2020
Q1 | $11.3M | Buy |
364,265
+1,842
| +0.5% | +$62.8K | 0.03% | 68 |
|
|
2019
Q4 | $13.5M | Buy |
362,423
+1,612
| +0.4% | +$57.4K | 0.03% | 69 |
|
|
2019
Q3 | $12.3M | Buy |
360,811
+3,740
| +1% | +$136K | 0.03% | 70 |
|
|
2019
Q2 | $14.7M | Buy |
357,071
+11,158
| +3% | +$443K | 0.03% | 57 |
|
|
2019
Q1 | $13.9M | Sell |
345,913
-1,776
| -0.5% | -$71.1K | 0.03% | 59 |
|
|
2018
Q4 | $14.4M | Sell |
347,689
-39,795
| -10% | -$1.65M | 0.04% | 52 |
|
|
2018
Q3 | $16.2M | Sell |
387,484
-3,200
| -0.8% | -$123K | 0.04% | 49 |
|
|
2018
Q2 | $13.4M | Sell |
390,684
-5,287
| -1% | -$181K | 0.03% | 56 |
|
|
2018
Q1 | $13.3M | Sell |
395,971
-8,721
| -2% | -$300K | 0.03% | 51 |
|
|
2017
Q4 | $13.9M | Buy |
404,692
+2,149
| +0.5% | +$73.3K | 0.03% | 51 |
|
|
2017
Q3 | $13.6M | Sell |
402,543
-12,193
| -3% | -$392K | 0.04% | 51 |
|
|
2017
Q2 | $13.2M | Sell |
414,736
-21,096
| -5% | -$665K | 0.04% | 51 |
|
|
2017
Q1 | $14.1M | Sell |
435,832
-6,063
| -1% | -$191K | 0.05% | 46 |
|
|
2016
Q4 | $13.6M | Buy |
441,895
+835
| +0.2% | +$25.5K | 0.05% | 46 |
|
|
2016
Q3 | $14.2M | Sell |
441,060
-14,467
| -3% | -$484K | 0.06% | 45 |
|
|
2016
Q2 | $15.2M | Sell |
455,527
-14,694
| -3% | -$469K | 0.07% | 37 |
|
|
2016
Q1 | $13.2M | Buy |
470,221
+1,917
| +0.4% | +$54.8K | 0.08% | 31 |
|
|
2015
Q4 | $14.3M | Buy |
468,304
+1,640
| +0.4% | +$51.6K | 0.09% | 30 |
|
|
2015
Q3 | $13.9M | Buy |
466,664
+23,757
| +5% | +$762K | 0.09% | 28 |
|
|
2015
Q2 | $14.1M | Sell |
442,907
-7,971
| -2% | -$260K | 0.09% | 28 |
|
|
2015
Q1 | $14.9M | Sell |
450,878
-35,304
| -7% | -$1.12M | 0.1% | 26 |
|
|
2014
Q4 | $14.4M | Sell |
486,182
-3,632
| -0.7% | -$104K | 0.1% | 29 |
|
|
2014
Q3 | $13.7M | Buy |
489,814
+17,208
| +4% | +$483K | 0.1% | 27 |
|
|
2014
Q2 | $13.3M | Buy |
472,606
+48,343
| +11% | +$1.38M | 0.1% | 27 |
|
|
2014
Q1 | $12.9M | Sell |
424,263
-17,512
| -4% | -$522K | 0.11% | 26 |
|
|
2013
Q4 | $12.8M | Buy |
441,775
+13,452
| +3% | +$392K | 0.11% | 26 |
|
|
2013
Q3 | $11.7M | Buy |
428,323
+12,281
| +3% | +$334K | 0.11% | 26 |
|
|
2013
Q2 | $11.1M | Buy |
+416,042
| New | +$11.5M | 0.12% | 26 |
|
Other funds holding PFE
Jones Financial Companies's PFE Position: Q2 2026 in Review
Jones Financial Companies increased its Pfizer (PFE) stake by 2.6% in Q2 2026, buying an estimated $3.07M and bringing the position to 4,638,683 shares worth $113M. The position accounts for 0.05% of the portfolio, ranked #224.
Jones Financial Companies first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $122M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Jones Financial Companies held 4,638,683 shares of Pfizer worth $113M as of Q2 2026.
- Jones Financial Companies bought 117,340 Pfizer shares in Q2 2026, an estimated $3.07M.
- Pfizer made up 0.05% of Jones Financial Companies's portfolio in Q2 2026, its #224 holding.
- Jones Financial Companies first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- Jones Financial Companies's Pfizer position peaked at $122M in Q1 2026.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.