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Matthew Hamilton Rosenberg’s Pfizer PFE Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$77.6K Hold
2,722
– – 0.01% 385
2026
Q2 		$65.5K Buy
2,722
+1,856
+214% +$48.5K 0.01% 406
2026
Q1 		$24.3K Sell
866
-166
-16% -$4.42K 0.01% 522
2025
Q4 		$25.7K Buy
1,032
+187
+22% +$4.72K 0.01% 507
2025
Q3 		$21.5K Sell
845
-566
-40% -$14K ﹤0.01% 529
2025
Q2 		$34.2K Sell
1,411
-618
-30% -$14.4K 0.01% 494
2025
Q1 		$51.4K Hold
2,029
– – 0.01% 420
2024
Q4 		$53.8K Buy
2,029
+760
+60% +$20.6K 0.01% 412
2024
Q3 		$36.7K Hold
1,269
– – 0.01% 471
2024
Q2 		$35.8K Sell
1,269
-623
-33% -$17.2K 0.01% 464
2024
Q1 		$52.4K Sell
1,892
-562
-23% -$15.6K 0.02% 425
2023
Q4 		$70.7K Sell
2,454
-3,263
-57% -$98.6K 0.02% 372
2023
Q3 		$190K Buy
5,717
+194
+4% +$6.86K 0.06% 169
2023
Q2 		$203K Sell
5,523
-1,648
-23% -$64.1K 0.07% 167
2023
Q1 		$293K Sell
7,171
-771
-10% -$33.3K 0.09% 132
2022
Q4 		$407K Buy
7,942
+1
+0% +$48 0.14% 87
2022
Q3 		$348K Buy
7,941
+643
+9% +$31.2K 0.13% 95
2022
Q2 		$382K Buy
7,298
+924
+14% +$47.1K 0.14% 88
2022
Q1 		$330K Buy
6,374
+1,927
+43% +$100K 0.12% 109
2021
Q4 		$263K Buy
4,447
+106
+2% +$5.25K 0.09% 139
2021
Q3 		$187K Buy
4,341
+1,346
+45% +$59.6K 0.07% 174
2021
Q2 		$117K Sell
2,995
-140
-4% -$5.44K 0.06% 238
2021
Q1 		$114K Hold
3,135
– – 0.07% 225
2020
Q4 		$115K Buy
3,135
+347
+12% +$12.7K 0.07% 209
2020
Q3 		$97K Sell
2,788
-527
-16% -$18.5K 0.07% 213
2020
Q2 		$103K Buy
3,315
+183
+6% +$6.22K 0.08% 183
2020
Q1 		$98K Buy
+3,132
New +$107K 0.1% 124

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Matthew Hamilton Rosenberg's PFE Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Pfizer (PFE) position steady in Q3 2026 at 2,722 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #385.

Matthew Hamilton Rosenberg first reported a position in PFE in Q1 2020 and has held it in 27 quarters since. The position peaked at $407K in Q4 2022. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,722 shares of Pfizer worth $77.6K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Pfizer share count unchanged in Q3 2026.
  • Pfizer made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #385 holding.
  • Matthew Hamilton Rosenberg first reported a position in Pfizer in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Pfizer position peaked at $407K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.