L.J. Altfest & Co’s Pfizer PFE Stock Holding History

L.J. Altfest & Co’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	$872K	Buy	36,216 +3,188	+10%	+$83.4K	0.08%	148
2026 Q1	$927K	Sell	33,028 -91	-0.3%	-$2.42K	0.1%	149
2025 Q4	$825K	Sell	33,119 -28,415	-46%	-$717K	0.09%	157
2025 Q3	$1.57M	Buy	61,534 +28,934	+89%	+$714K	0.17%	92
2025 Q2	$790K	Sell	32,600 -5,421	-14%	-$126K	0.09%	148
2025 Q1	$963K	Buy	38,021 +1,510	+4%	+$39.5K	0.12%	126
2024 Q4	$969K	Sell	36,511 -4,560	-11%	-$124K	0.12%	118
2024 Q3	$1.19M	Sell	41,071 -1,137	-3%	-$33.2K	0.16%	112
2024 Q2	$1.18M	Buy	42,208 +621	+1%	+$17.1K	0.16%	99
2024 Q1	$1.15M	Sell	41,587 -3,256	-7%	-$90.3K	0.16%	104
2023 Q4	$1.29M	Buy	44,843 +3,420	+8%	+$103K	0.19%	96
2023 Q3	$1.37M	Sell	41,423 -11,688	-22%	-$413K	0.22%	75
2023 Q2	$1.95M	Buy	53,111 +11,858	+29%	+$462K	0.29%	54
2023 Q1	$1.68M	Sell	41,253 -387	-0.9%	-$16.7K	0.26%	56
2022 Q4	$2.13M	Buy	41,640 +113	+0.3%	+$5.42K	0.35%	56
2022 Q3	$1.82M	Buy	41,527 +369	+0.9%	+$17.9K	0.34%	45
2022 Q2	$2.16M	Buy	41,158 +657	+2%	+$33.5K	0.39%	44
2022 Q1	$2.1M	Sell	40,501 -1,430	-3%	-$74.2K	0.37%	45
2021 Q4	$2.48M	Sell	41,931 -13,866	-25%	-$687K	0.47%	45
2021 Q3	$2.4M	Buy	55,797 +10,734	+24%	+$476K	0.5%	35
2021 Q2	$1.76M	Sell	45,063 -1,585	-3%	-$61.6K	0.38%	47
2021 Q1	$1.69M	Buy	46,648 +1,457	+3%	+$51.7K	0.4%	49
2020 Q4	$1.66M	Sell	45,191 -6,221	-12%	-$228K	0.41%	42
2020 Q3	$1.79M	Sell	51,412 -32,111	-38%	-$1.13M	0.48%	33
2020 Q2	$2.59M	Buy	83,523 +13,472	+19%	+$458K	0.75%	24
2020 Q1	$2.17M	Buy	70,051 +3,263	+5%	+$111K	0.68%	24
2019 Q4	$2.48M	Buy	66,788 +6,230	+10%	+$222K	0.63%	30
2019 Q3	$2.06M	Buy	60,558 +8,946	+17%	+$325K	0.53%	31
2019 Q2	$2.12M	Sell	51,612 -15,289	-23%	-$607K	0.56%	30
2019 Q1	$2.7M	Sell	66,901 -11,645	-15%	-$466K	0.66%	26
2018 Q4	$3.25M	Sell	78,546 -2,359	-3%	-$97.9K	0.91%	19
2018 Q3	$3.38M	Sell	80,905 -3,818	-5%	-$147K	0.98%	18
2018 Q2	$2.92M	Sell	84,723 -7,217	-8%	-$247K	1.09%	17
2018 Q1	$3.1M	Buy	91,940 +1,742	+2%	+$59.9K	1.34%	14
2017 Q4	$3.1M	Sell	90,198 -21,015	-19%	-$717K	1.18%	15
2017 Q3	$3.77M	Sell	111,213 -1,858	-2%	-$59.7K	1.83%	7
2017 Q2	$3.6M	Buy	113,071 +45,347	+67%	+$1.43M	2.18%	8
2017 Q1	$2.2M	Sell	67,724 -5,074	-7%	-$160K	0.87%	23
2016 Q4	$2.24M	Sell	72,798 -5,670	-7%	-$173K	1.12%	17
2016 Q3	$2.52M	Buy	78,468 +161	+0.2%	+$5.38K	1.68%	12
2016 Q2	$2.62M	Sell	78,307 -53	-0.1%	-$1.69K	1.82%	13
2016 Q1	$2.2M	Buy	78,360 +174	+0.2%	+$4.97K	2.27%	11
2015 Q4	$2.4M	Sell	78,186 -3,043	-4%	-$95.7K	2.34%	9
2015 Q3	$2.42M	Sell	81,229 -2,395	-3%	-$76.8K	2.39%	10
2015 Q2	$2.66M	Buy	83,624 +786	+0.9%	+$25.6K	2.44%	10
2015 Q1	$2.73M	Sell	82,838 -604	-0.7%	-$19.2K	2.54%	10
2014 Q4	$2.47M	Buy	+83,442	New	+$2.39M	2.02%	10
2014 Q1	–	Sell	-90,130	Closed	-$2.62M	–	116
2013 Q4	$2.62M	Buy	+90,130	New	+$2.62M	2.23%	7

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

L.J. Altfest & Co's PFE Position: Q2 2026 in Review

L.J. Altfest & Co increased its Pfizer (PFE) stake by 9.7% in Q2 2026, buying an estimated $83.4K and bringing the position to 36,216 shares worth $872K. The position accounts for 0.08% of the portfolio, ranked #148.

L.J. Altfest & Co first reported a position in PFE in Q4 2013 and has held it in 48 quarters since. The position peaked at $3.77M in Q3 2017. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

L.J. Altfest & Co held 36,216 shares of Pfizer worth $872K as of Q2 2026.
L.J. Altfest & Co bought 3,188 Pfizer shares in Q2 2026, an estimated $83.4K.
Pfizer made up 0.08% of L.J. Altfest & Co's portfolio in Q2 2026, its #148 holding.
L.J. Altfest & Co first reported a position in Pfizer in Q4 2013 and has held it in 48 quarters since.
L.J. Altfest & Co's Pfizer position peaked at $3.77M in Q3 2017.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.