LCM
PFE icon

LVM Capital Management’s Pfizer PFE Stock Holding History

LVM Capital 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
Q2 		$8.11M Buy
336,569
+517
+0.2% +$13.5K 0.68% 36
2026
Q1 		$9.44M Buy
336,052
+7,776
+2% +$207K 0.89% 32
2025
Q4 		$8.17M Buy
328,276
+3,356
+1% +$84.6K 0.76% 33
2025
Q3 		$8.28M Buy
324,920
+3,065
+1% +$75.7K 0.8% 33
2025
Q2 		$7.8M Buy
321,855
+8,571
+3% +$200K 0.81% 35
2025
Q1 		$7.94M Buy
313,284
+25,235
+9% +$660K 0.88% 36
2024
Q4 		$7.64M Sell
288,049
-46,556
-14% -$1.26M 0.82% 35
2024
Q3 		$9.36M Hold
334,605
– – 1.07% 31
2024
Q2 		$9.36M Sell
334,605
-11,045
-3% -$304K 1.07% 31
2024
Q1 		$9.59M Buy
345,650
+1,151
+0.3% +$31.9K 1.13% 31
2023
Q4 		$9.92M Buy
344,499
+62,284
+22% +$1.88M 1.27% 29
2023
Q3 		$9.36M Buy
282,215
+13,462
+5% +$476K 1.32% 29
2023
Q2 		$9.86M Buy
268,753
+26,072
+11% +$1.01M 1.32% 29
2023
Q1 		$9.9M Buy
242,681
+12,563
+5% +$543K 1.37% 28
2022
Q4 		$11.8M Buy
230,118
+21,707
+10% +$1.04M 1.71% 19
2022
Q3 		$9.12M Buy
208,411
+18,086
+10% +$879K 1.4% 28
2022
Q2 		$9.98M Buy
190,325
+8,050
+4% +$410K 1.45% 27
2022
Q1 		$9.44M Buy
182,275
+18,358
+11% +$953K 1.25% 32
2021
Q4 		$9.68M Buy
163,917
+16,487
+11% +$817K 1.29% 29
2021
Q3 		$6.34M Buy
147,430
+16,126
+12% +$714K 0.96% 36
2021
Q2 		$5.14M Buy
131,304
+9,193
+8% +$357K 0.78% 38
2021
Q1 		$4.42M Buy
122,111
+1,351
+1% +$48K 0.72% 39
2020
Q4 		$4.45M Sell
120,760
-8,179
-6% -$300K 0.75% 36
2020
Q3 		$4.49M Buy
128,939
+4,619
+4% +$162K 0.87% 31
2020
Q2 		$3.86M Buy
124,320
+437
+0.4% +$14.8K 0.79% 34
2020
Q1 		$3.84M Buy
123,883
+10,049
+9% +$342K 0.95% 30
2019
Q4 		$4.23M Buy
113,834
+4,065
+4% +$145K 0.84% 34
2019
Q3 		$3.74M Buy
109,769
+16,790
+18% +$611K 0.8% 34
2019
Q2 		$3.82M Sell
92,979
-1,370
-1% -$54.4K 0.87% 32
2019
Q1 		$3.8M Sell
94,349
-3,849
-4% -$154K 0.87% 34
2018
Q4 		$4.07M Sell
98,198
-698
-0.7% -$29K 1.07% 29
2018
Q3 		$4.13M Sell
98,896
-579
-0.6% -$22.3K 0.94% 32
2018
Q2 		$3.42M Buy
99,475
+324
+0.3% +$11.1K 0.83% 37
2018
Q1 		$3.34M Buy
99,151
+975
+1% +$33.5K 0.77% 36
2017
Q4 		$3.37M Sell
98,176
-177,313
-64% -$6.05M 0.76% 38
2017
Q3 		$9.33M Sell
275,489
-15,624
-5% -$502K 2.23% 16
2017
Q2 		$9.28M Buy
291,113
+1,502
+0.5% +$47.4K 2.37% 16
2017
Q1 		$9.4M Buy
289,611
+9,987
+4% +$315K 2.42% 15
2016
Q4 		$8.62M Buy
279,624
+186,775
+201% +$5.7M 2.38% 16
2016
Q3 		$2.62M Sell
92,849
-49,321
-35% -$1.65M 0.84% 35
2016
Q2 		$4.75M Buy
142,170
+18,190
+15% +$581K 1.37% 27
2016
Q1 		$3.49M Buy
123,980
+29,765
+32% +$850K 1.11% 27
2015
Q4 		$2.88M Buy
94,215
+3,926
+4% +$124K 1.02% 30
2015
Q3 		$2.69M Buy
90,289
+1,877
+2% +$60.2K 0.97% 32
2015
Q2 		$2.81M Buy
88,412
+396
+0.4% +$12.9K 0.94% 35
2015
Q1 		$2.9M Sell
88,016
-5,613
-6% -$178K 0.97% 33
2014
Q4 		$2.77M Sell
93,629
-2,066
-2% -$59.2K 0.92% 34
2014
Q3 		$2.69M Buy
95,695
+2,846
+3% +$79.9K 0.88% 35
2014
Q2 		$2.62M Buy
92,849
+4,211
+5% +$120K 0.84% 35
2014
Q1 		$2.7M Buy
88,638
+5,822
+7% +$174K 0.94% 30
2013
Q4 		$2.41M Buy
82,816
+738
+0.9% +$21.5K 0.85% 35
2013
Q3 		$2.24M Buy
82,078
+1,217
+2% +$33.1K 0.84% 35
2013
Q2 		$2.15M Buy
+80,861
New +$2.23M 0.86% 35

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's PFE Position: Q2 2026 in Review

LVM Capital Management increased its Pfizer (PFE) stake by 0.15% in Q2 2026, buying an estimated $13.5K and bringing the position to 336,569 shares worth $8.11M. The position accounts for 0.68% of the portfolio, ranked #36.

LVM Capital Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.8M in Q4 2022. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • LVM Capital Management held 336,569 shares of Pfizer worth $8.11M as of Q2 2026.
  • LVM Capital Management bought 517 Pfizer shares in Q2 2026, an estimated $13.5K.
  • Pfizer made up 0.68% of LVM Capital Management's portfolio in Q2 2026, its #36 holding.
  • LVM Capital Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • LVM Capital Management's Pfizer position peaked at $11.8M in Q4 2022.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.