Mogy Joel R Investment Counsel’s Pfizer PFE Stock Holding History

Mogy Joel R Investment Counsel’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	$569K	Hold	23,636	–	–	0.03%	79
2026 Q1	$664K	Hold	23,636	–	–	0.04%	74
2025 Q4	$589K	Hold	23,636	–	–	0.03%	78
2025 Q3	$602K	Hold	23,636	–	–	0.03%	76
2025 Q2	$573K	Hold	23,636	–	–	0.03%	76
2025 Q1	$599K	Sell	23,636 -2,950	-11%	-$77.2K	0.04%	74
2024 Q4	$705K	Hold	26,586	–	–	0.04%	75
2024 Q3	$769K	Hold	26,586	–	–	0.05%	75
2024 Q2	$744K	Buy	26,586 +200	+0.8%	+$5.51K	0.05%	73
2024 Q1	$732K	Sell	26,386 -29,002	-52%	-$805K	0.05%	74
2023 Q4	$1.59M	Sell	55,388 -8,141	-13%	-$246K	0.12%	55
2023 Q3	$2.11M	Sell	63,529 -29,018	-31%	-$1.03M	0.18%	53
2023 Q2	$3.39M	Sell	92,547 -3,388	-4%	-$132K	0.27%	43
2023 Q1	$3.91M	Sell	95,935 -2,537	-3%	-$110K	0.35%	44
2022 Q4	$5.05M	Buy	98,472 +690	+0.7%	+$33.1K	0.5%	40
2022 Q3	$4.28M	Hold	97,782	–	–	0.45%	41
2022 Q2	$5.13M	Sell	97,782 -750	-0.8%	-$38.2K	0.51%	39
2022 Q1	$5.1M	Sell	98,532 -1,000	-1%	-$51.9K	0.4%	42
2021 Q4	$5.88M	Sell	99,532 -463	-0.5%	-$22.9K	0.42%	42
2021 Q3	$4.3M	Sell	99,995 -2,879	-3%	-$128K	0.35%	42
2021 Q2	$4.03M	Sell	102,874 -10,848	-10%	-$422K	0.34%	43
2021 Q1	$4.12M	Sell	113,722 -16,900	-13%	-$600K	0.4%	41
2020 Q4	$4.81M	Sell	130,622 -10,785	-8%	-$396K	0.47%	38
2020 Q3	$4.92M	Sell	141,407 -843	-0.6%	-$29.6K	0.53%	38
2020 Q2	$4.41M	Sell	142,250 -1,440	-1%	-$48.9K	0.53%	38
2020 Q1	$4.45M	Sell	143,690 -540	-0.4%	-$18.4K	0.63%	37
2019 Q4	$5.36M	Sell	144,230 -633	-0.4%	-$22.5K	0.64%	36
2019 Q3	$4.94M	Hold	144,863	–	–	0.62%	37
2019 Q2	$5.95M	Sell	144,863 -1,183	-0.8%	-$47K	0.78%	33
2019 Q1	$5.88M	Sell	146,046 -622	-0.4%	-$24.9K	0.8%	33
2018 Q4	$6.07M	Sell	146,668 -2,741	-2%	-$114K	0.94%	32
2018 Q3	$6.25M	Sell	149,409 -322	-0.2%	-$12.4K	0.84%	33
2018 Q2	$5.15M	Sell	149,731 -943	-0.6%	-$32.2K	0.76%	36
2018 Q1	$5.07M	Hold	150,674	–	–	0.79%	36
2017 Q4	$5.18M	Sell	150,674 -173	-0.1%	-$5.9K	0.81%	36
2017 Q3	$5.11M	Hold	150,847	–	–	0.85%	36
2017 Q2	$4.81M	Buy	150,847 +121	+0.1%	+$3.82K	0.82%	37
2017 Q1	$4.89M	Sell	150,726 -2,424	-2%	-$76.4K	0.84%	36
2016 Q4	$4.72M	Buy	153,150 +3,396	+2%	+$104K	0.86%	35
2016 Q3	$4.81M	Buy	149,754 +293	+0.2%	+$9.8K	0.88%	34
2016 Q2	$4.99M	Buy	149,461 +2,819	+2%	+$90K	0.92%	37
2016 Q1	$4.12M	Buy	146,642 +132,229	+917%	+$3.78M	0.77%	40
2015 Q4	$4.41K	Sell	14,413 -139,528	-91%	-$4.39M	0.83%	36
2015 Q3	$4.59M	Sell	153,941 -2,003	-1%	-$64.2K	0.91%	35
2015 Q2	$4.96M	Buy	155,944 +1,397	+0.9%	+$45.5K	0.94%	35
2015 Q1	$5.1M	Sell	154,547 -180	-0.1%	-$5.72K	0.96%	32
2014 Q4	$4.57M	Sell	154,727 -7,721	-5%	-$221K	0.87%	37
2014 Q3	$4.56M	Sell	162,448 -8,921	-5%	-$250K	0.92%	37
2014 Q2	$4.83M	Sell	171,369 -3,952	-2%	-$113K	0.97%	37
2014 Q1	$5.34M	Hold	175,321	–	–	1.11%	30
2013 Q4	$5.09M	Hold	175,321	–	–	1.08%	33
2013 Q3	$4.78M	Sell	175,321 -527	-0.3%	-$14.3K	1.1%	31
2013 Q2	$4.67M	Buy	+175,848	New	+$4.86M	1.13%	29

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mogy Joel R Investment Counsel's PFE Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Pfizer (PFE) position steady in Q2 2026 at 23,636 shares worth $569K. The position accounts for 0.03% of the portfolio, ranked #79.

Mogy Joel R Investment Counsel first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.25M in Q3 2018. 1,218 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Mogy Joel R Investment Counsel held 23,636 shares of Pfizer worth $569K as of Q2 2026.
Mogy Joel R Investment Counsel left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.03% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #79 holding.
Mogy Joel R Investment Counsel first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's Pfizer position peaked at $6.25M in Q3 2018.
1,218 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.