Loring Wolcott & Coolidge Fiduciary Advisors’s Pfizer PFE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$1.37M	Sell	56,816 -4,395	-7%	-$115K	0.01%	150
2026 Q1	$1.65M	Sell	61,211 -2,891	-5%	-$77K	0.02%	131
2025 Q4	$1.7M	Sell	64,102 -31,348	-33%	-$791K	0.02%	136
2025 Q3	$2.35M	Sell	95,450 -3,160	-3%	-$78K	0.02%	116
2025 Q2	$2.39M	Sell	98,610 -2,363	-2%	-$55.1K	0.02%	119
2025 Q1	$2.26M	Sell	100,973 -1,116	-1%	-$29.2K	0.02%	122
2024 Q4	$2.74M	Sell	102,089 -1,226	-1%	-$33.3K	0.02%	123
2024 Q3	$2.96M	Sell	103,315 -1,582	-2%	-$46.1K	0.03%	119
2024 Q2	$3.09M	Buy	104,897 +31,595	+43%	+$870K	0.03%	100
2024 Q1	$1.92M	Sell	73,302 -1,050	-1%	-$29.1K	0.02%	117
2023 Q4	$2.01M	Sell	74,352 -1,500	-2%	-$45.3K	0.02%	117
2023 Q3	$2.31M	Sell	75,852 -2,455	-3%	-$86.8K	0.03%	106
2023 Q2	$2.87M	Sell	78,307 -3,313	-4%	-$129K	0.03%	101
2023 Q1	$3.33M	Buy	81,620 +651	+0.8%	+$28.1K	0.04%	97
2022 Q4	$4.15M	Sell	80,969 -54	-0.1%	-$2.59K	0.05%	86
2022 Q3	$3.55M	Sell	81,023 -22	-0%	-$1.07K	0.05%	91
2022 Q2	$4.25M	Buy	81,045 +1,706	+2%	+$86.9K	0.05%	89
2022 Q1	$4.11M	Sell	79,339 -377	-0.5%	-$19.6K	0.04%	94
2021 Q4	$4.71M	Hold	79,716	–	–	0.04%	92
2021 Q3	$3.43M	Sell	79,716 -1,016	-1%	-$45K	0.03%	97
2021 Q2	$3.16M	Buy	80,732 +3,809	+5%	+$148K	0.03%	103
2021 Q1	$2.79M	Buy	76,923 +7,754	+11%	+$275K	0.03%	105
2020 Q4	$2.55M	Buy	69,169 +3,434	+5%	+$126K	0.03%	106
2020 Q3	$2.29M	Sell	65,735 -6,320	-9%	-$222K	0.03%	106
2020 Q2	$2.23M	Sell	72,055 -677	-0.9%	-$23K	0.03%	107
2020 Q1	$2.25M	Sell	72,732 -2,203	-3%	-$75.1K	0.04%	98
2019 Q4	$2.79M	Sell	74,935 -3,663	-5%	-$130K	0.04%	100
2019 Q3	$2.68M	Sell	78,598 -741	-0.9%	-$26.9K	0.04%	103
2019 Q2	$3.26M	Buy	79,339 +18,730	+31%	+$744K	0.05%	99
2019 Q1	$2.44M	Sell	60,609 -7,199	-11%	-$288K	0.04%	110
2018 Q4	$2.81M	Buy	67,808 +4,180	+7%	+$174K	0.05%	105
2018 Q3	$2.66M	Sell	63,628 -925	-1%	-$35.6K	0.04%	110
2018 Q2	$2.22M	Sell	64,553 -3,302	-5%	-$113K	0.04%	114
2018 Q1	$2.29M	Sell	67,855 -6,589	-9%	-$227K	0.04%	118
2017 Q4	$2.56M	Buy	74,444 +465	+0.6%	+$15.9K	0.05%	113
2017 Q3	$2.51M	Sell	73,979 -75	-0.1%	-$2.41K	0.05%	111
2017 Q2	$2.33M	Sell	74,054 -12,785	-15%	-$403K	0.05%	110
2017 Q1	$2.82M	Sell	86,839 -84	-0.1%	-$2.65K	0.06%	108
2016 Q4	$2.68M	Buy	86,923 +3,906	+5%	+$119K	0.06%	108
2016 Q3	$2.67M	Sell	83,017 -97	-0.1%	-$3.24K	0.06%	110
2016 Q2	$2.78M	Buy	83,114 +11,380	+16%	+$363K	0.06%	109
2016 Q1	$2.02M	Sell	71,734 -13,450	-16%	-$384K	0.05%	115
2015 Q4	$2.61M	Sell	85,184 -1,857	-2%	-$58.4K	0.06%	108
2015 Q3	$2.77M	Hold	87,041	–	–	0.07%	107
2015 Q2	$2.77M	Sell	87,041 -1,978	-2%	-$64.5K	0.07%	107
2015 Q1	$2.94M	Sell	89,019 -611	-0.7%	-$19.4K	0.07%	103
2014 Q4	$2.65M	Buy	89,630 +1,652	+2%	+$47.4K	0.07%	105
2014 Q3	$2.47M	Buy	87,978 +1,001	+1%	+$28.1K	0.07%	108
2014 Q2	$2.45M	Buy	86,977 +14,962	+21%	+$427K	0.07%	108
2014 Q1	$2.19M	Buy	72,015 +445	+0.6%	+$13.3K	0.06%	114
2013 Q4	$2.08M	Buy	71,570 +10,402	+17%	+$303K	0.06%	113
2013 Q3	$1.67M	Sell	61,168 -4,827	-7%	-$131K	0.05%	117
2013 Q2	$1.75M	Buy	+65,995	New	+$1.82M	0.05%	124

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

Loring Wolcott & Coolidge Fiduciary Advisors's PFE Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Pfizer (PFE) stake by 7.2% in Q2 2026, selling an estimated $115K and leaving 56,816 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #150.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.71M in Q4 2021. 1,342 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 56,816 shares of Pfizer worth $1.37M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4,395 Pfizer shares in Q2 2026, an estimated $115K.
Pfizer made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #150 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Pfizer position peaked at $4.71M in Q4 2021.
1,342 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.