LIM
PFE icon

Longfellow Investment Management’s Pfizer PFE Stock Holding History

Longfellow Investment 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
Q1 		$8.46M Hold
301,435
– – 1.76% 12
2025
Q4 		$7.51M Hold
301,435
– – 1.69% 11
2025
Q3 		$7.68M Hold
301,435
– – 1.82% 9
2025
Q2 		$7.31M Hold
301,435
– – 1.81% 10
2025
Q1 		$7.64M Buy
301,435
+5,801
+2% +$152K 1.86% 11
2024
Q4 		$7.84M Buy
295,634
+3,457
+1% +$93.8K 2.02% 12
2024
Q3 		$8.46M Buy
292,177
+340
+0.1% +$9.92K 2.12% 13
2024
Q2 		$8.17M Buy
291,837
+25,430
+10% +$700K 2.05% 13
2024
Q1 		$7.39M Buy
266,407
+4,832
+2% +$134K 1.67% 12
2023
Q4 		$7.53M Buy
261,575
+124,134
+90% +$3.75M 1.86% 11
2023
Q3 		$4.56M Buy
137,441
+27,559
+25% +$975K 1.21% 14
2023
Q2 		$4.03M Buy
109,882
+78,210
+247% +$3.04M 0.93% 15
2023
Q1 		$1.29M Hold
31,672
– – 0.3% 47
2022
Q4 		$1.62M Hold
31,672
– – 0.37% 53
2022
Q3 		$1.39M Hold
31,672
– – 0.28% 82
2022
Q2 		$1.66M Hold
31,672
– – 0.36% 52
2022
Q1 		$1.64M Hold
31,672
– – 0.26% 97
2021
Q4 		$1.87M Sell
31,672
-3,433
-10% -$170K 0.3% 81
2021
Q3 		$1.51M Hold
35,105
– – 0.25% 92
2021
Q2 		$1.38M Sell
35,105
-22,527
-39% -$876K 0.2% 115
2021
Q1 		$2.09M Buy
57,632
+3,457
+6% +$123K 0.25% 98
2020
Q4 		$2M Buy
+54,175
New +$1.99M 0.24% 106
2014
Q4 		– Sell
-4,790
Closed -$135K – 53
2014
Q3 		$135K Hold
4,790
– – 0.03% 49
2014
Q2 		$135K Sell
4,790
-3,689
-44% -$105K 0.03% 48
2014
Q1 		$258K Hold
8,479
– – 0.04% 49
2013
Q4 		$247K Hold
8,479
– – 0.04% 59
2013
Q3 		$231K Hold
8,479
– – 0.04% 58
2013
Q2 		$226K Buy
+8,479
New +$234K 0.04% 59

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Longfellow Investment Management's PFE Position: Q1 2026 in Review

Longfellow Investment Management held its Pfizer (PFE) position steady in Q1 2026 at 301,435 shares worth $8.46M. The position accounts for 1.76% of the portfolio, ranked #12.

Longfellow Investment Management first reported a position in PFE in Q2 2013 and has held it in 28 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Longfellow Investment Management held 301,435 shares of Pfizer worth $8.46M as of Q1 2026.
  • Longfellow Investment Management left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 1.76% of Longfellow Investment Management's portfolio in Q1 2026, its #12 holding.
  • Longfellow Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 28 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.