Lincluden Management’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
$7.27M Sell
302,092
-99,218
-25% -$2.6M 0.71% 32
2026
Q1
$11.3M Buy
401,310
+12,107
+3% +$322K 1.2% 20
2025
Q4
$9.69M Sell
389,203
-22,825
-6% -$576K 0.82% 23
2025
Q3
$10.5M Sell
412,028
-1,530
-0.4% -$37.8K 1.17% 20
2025
Q2
$10M Sell
413,558
-1,896
-0.5% -$44.2K 1.11% 22
2025
Q1
$10.5M Buy
415,454
+29,617
+8% +$775K 1.34% 19
2024
Q4
$10.2M Sell
385,837
-1,271
-0.3% -$34.5K 1.24% 20
2024
Q3
$11.2M Buy
387,108
+35,254
+10% +$1.03M 1.22% 20
2024
Q2
$9.85M Sell
351,854
-3,376
-1% -$92.9K 1.2% 20
2024
Q1
$9.86M Sell
355,230
-2,313
-0.6% -$64.2K 1.17% 19
2023
Q4
$10.3M Buy
357,543
+48,517
+16% +$1.47M 1.25% 16
2023
Q3
$10.3M Buy
309,026
+32,684
+12% +$1.16M 1.24% 16
2023
Q2
$10.1M Sell
276,342
-990
-0.4% -$38.5K 1.17% 19
2023
Q1
$11.3M Sell
277,332
-1,200
-0.4% -$51.8K 1.29% 18
2022
Q4
$14.3M Sell
278,532
-2,389
-0.9% -$115K 1.66% 17
2022
Q3
$12.3M Sell
280,921
-18,014
-6% -$875K 1.57% 16
2022
Q2
$15.7M Sell
298,935
-4,418
-1% -$225K 1.72% 15
2022
Q1
$15.7M Sell
303,353
-3,050
-1% -$158K 1.39% 16
2021
Q4
$18.1M Sell
306,403
-5,450
-2% -$270K 1.65% 16
2021
Q3
$13.4M Sell
311,853
-46,714
-13% -$2.07M 1.35% 18
2021
Q2
$14M Sell
358,567
-20,910
-6% -$813K 1.35% 17
2021
Q1
$13.7M Buy
379,477
+200,029
+111% +$7.1M 1.33% 16
2020
Q4
$6.61M Sell
179,448
-17,669
-9% -$648K 0.69% 29
2020
Q3
$6.86M Sell
197,117
-6,324
-3% -$222K 0.68% 25
2020
Q2
$6.31M Sell
203,441
-12,142
-6% -$413K 0.66% 28
2020
Q1
$6.68M Buy
215,583
+27,609
+15% +$941K 0.8% 25
2019
Q4
$6.99M Buy
187,974
+16,944
+10% +$604K 0.63% 27
2019
Q3
$5.83M Sell
171,030
-364
-0.2% -$13.2K 0.54% 26
2019
Q2
$7.04K Sell
171,394
-416
-0.2% -$16.5K 0.45% 21
2019
Q1
$6.92M Sell
171,810
-9,360
-5% -$375K 0.66% 23
2018
Q4
$7.5M Sell
181,170
-12,991
-7% -$539K 0.58% 22
2018
Q3
$8.12M Sell
194,161
-24,837
-11% -$956K 0.68% 35
2018
Q2
$7.54M Sell
218,998
-1,997
-0.9% -$68.2K 0.55% 37
2018
Q1
$7.44M Buy
220,995
+2,698
+1% +$92.8K 0.6% 36
2017
Q4
$7.5M Sell
218,297
-14,840
-6% -$506K 0.52% 38
2017
Q3
$7.9M Buy
233,137
+84,119
+56% +$2.7M 0.61% 36
2017
Q2
$4.75M Sell
149,018
-1,129
-0.8% -$35.6K 0.41% 42
2017
Q1
$4.87M Sell
150,147
-9,179
-6% -$289K 0.44% 43
2016
Q4
$4.91M Sell
159,326
-21,030
-12% -$642K 0.54% 41
2016
Q3
$5.8M Buy
180,356
+8,184
+5% +$274K 0.85% 38
2016
Q2
$5.75M Buy
172,172
+2,508
+1% +$80K 0.95% 36
2016
Q1
$4.77M Buy
169,664
+10,460
+7% +$299K 0.81% 40
2015
Q4
$4.88M Sell
159,204
-16,126
-9% -$507K 0.99% 35
2015
Q3
$5.22M Sell
175,330
-28,890
-14% -$926K 1.01% 33
2015
Q2
$6.5K Sell
204,220
-41,522
-17% -$1.35M 0.8% 33
2015
Q1
$8.11M Sell
245,742
-2,506
-1% -$79.7K 1.16% 30
2014
Q4
$7.34M Sell
248,248
-1,844
-0.7% -$52.9K 0.72% 37
2014
Q3
$7.02M Buy
250,092
+17,159
+7% +$482K 0.68% 41
2014
Q2
$6.56M Buy
232,933
+25,217
+12% +$719K 0.6% 48
2014
Q1
$6.33M Sell
207,716
-71,871
-26% -$2.14M 0.59% 46
2013
Q4
$8.13M Buy
279,587
+14,424
+5% +$420K 0.74% 38
2013
Q3
$7.23M Sell
265,163
-30,967
-10% -$843K 0.9% 36
2013
Q2
$7.87K Buy
+296,130
New +$8.18M 0.02% 38

Other funds holding PFE

Lincluden Management's PFE Position: Q2 2026 in Review

Lincluden Management reduced its Pfizer (PFE) stake by 25% in Q2 2026, selling an estimated $2.6M and leaving 302,092 shares worth $7.27M. The position accounts for 0.71% of the portfolio, ranked #32.

Lincluden Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.1M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Lincluden Management held 302,092 shares of Pfizer worth $7.27M as of Q2 2026.
  • Lincluden Management sold 99,218 Pfizer shares in Q2 2026, an estimated $2.6M.
  • Pfizer made up 0.71% of Lincluden Management's portfolio in Q2 2026, its #32 holding.
  • Lincluden Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Lincluden Management's Pfizer position peaked at $18.1M in Q4 2021.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.