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Mount Vernon Associates’s Pfizer PFE Stock Holding History

Mount Vernon Associates’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 		$932K Sell
38,719
-3,200
-8% -$83.7K 0.61% 36
2026
Q1 		$1.18M Buy
41,919
+400
+1% +$10.6K 0.83% 30
2025
Q4 		$1.03M Sell
41,519
-700
-2% -$17.7K 0.7% 30
2025
Q3 		$1.08M Sell
42,219
-1,100
-3% -$27.1K 0.75% 30
2025
Q2 		$1.05M Buy
43,319
+3,606
+9% +$84.1K 0.76% 30
2025
Q1 		$1.01M Hold
39,713
– – 0.82% 28
2024
Q4 		$1.05M Buy
39,713
+100
+0.3% +$2.71K 0.82% 27
2024
Q3 		$1.15M Buy
39,613
+3,950
+11% +$115K 0.91% 28
2024
Q2 		$998K Sell
35,663
-1,343
-4% -$37K 0.88% 29
2024
Q1 		$1.03M Buy
37,006
+1,200
+3% +$33.3K 0.87% 31
2023
Q4 		$1.03M Sell
35,806
-275
-0.8% -$8.31K 1.01% 28
2023
Q3 		$1.2M Buy
36,081
+200
+0.6% +$7.07K 1.32% 26
2023
Q2 		$1.32M Buy
35,881
+627
+2% +$24.4K 1.4% 26
2023
Q1 		$1.44M Sell
35,254
-450
-1% -$19.4K 1.7% 20
2022
Q4 		$1.83M Hold
35,704
– – 2.35% 17
2022
Q3 		$1.56M Buy
35,704
+173
+0.5% +$8.41K 2.03% 18
2022
Q2 		$1.86M Buy
35,531
+43
+0.1% +$2.19K 2.27% 15
2022
Q1 		$1.84M Buy
35,488
+850
+2% +$44.1K 1.78% 20
2021
Q4 		$2.04M Buy
34,638
+100
+0.3% +$4.96K 1.77% 19
2021
Q3 		$1.49M Buy
34,538
+375
+1% +$16.6K 1.36% 26
2021
Q2 		$1.34M Buy
34,163
+1,000
+3% +$38.9K 1.23% 26
2021
Q1 		$1.2M Hold
33,163
– – 1.18% 27
2020
Q4 		$1.22M Sell
33,163
-1,606
-5% -$58.9K 1.28% 27
2020
Q3 		$1.21M Buy
34,769
+105
+0.3% +$3.68K 1.45% 25
2020
Q2 		$1.07M Sell
34,664
-1,054
-3% -$35.8K 1.39% 25
2020
Q1 		$1.11M Buy
35,718
+1,265
+4% +$43.1K 1.86% 21
2019
Q4 		$1.28M Hold
34,453
– – 1.74% 23
2019
Q3 		$1.17M Hold
34,453
– – 1.76% 23
2019
Q2 		$1.42M Sell
34,453
-158
-0.5% -$6.27K 2.11% 20
2019
Q1 		$1.4M Sell
34,611
-527
-1% -$21.1K 2.13% 18
2018
Q4 		$1.46M Sell
35,138
-53
-0.2% -$2.2K 2.56% 16
2018
Q3 		$1.47M Sell
35,191
-422
-1% -$16.2K 2.17% 18
2018
Q2 		$1.23M Buy
35,613
+317
+0.9% +$10.8K 1.91% 21
2018
Q1 		$1.19M Hold
35,296
– – 1.83% 23
2017
Q4 		$1.21M Hold
35,296
– – 1.83% 25
2017
Q3 		$1.2M Buy
35,296
+2,318
+7% +$74.5K 1.98% 23
2017
Q2 		$1.05M Sell
32,978
-105
-0.3% -$3.31K 1.88% 25
2017
Q1 		$1.07M Buy
33,083
+843
+3% +$26.6K 1.98% 26
2016
Q4 		$993K Hold
32,240
– – 1.95% 27
2016
Q3 		$1.04M Hold
32,240
– – 2.15% 21
2016
Q2 		$1.08M Buy
32,240
+254
+0.8% +$8.11K 2.3% 17
2016
Q1 		$899K Hold
31,986
– – 1.99% 22
2015
Q4 		$980K Buy
31,986
+316
+1% +$9.94K 2.15% 20
2015
Q3 		$944K Hold
31,670
– – 2.19% 19
2015
Q2 		$1.01M Buy
31,670
+1,371
+5% +$44.7K 2.18% 21
2015
Q1 		$1M Buy
30,299
+3,531
+13% +$112K 2.16% 21
2014
Q4 		$791K Buy
26,768
+1,159
+5% +$33.2K 1.81% 25
2014
Q3 		$718K Buy
25,609
+1,159
+5% +$32.5K 1.79% 24
2014
Q2 		$688K Buy
24,450
+53
+0.2% +$1.51K 1.75% 28
2014
Q1 		$743K Hold
24,397
– – 1.94% 24
2013
Q4 		$709K Buy
24,397
+896
+4% +$26.1K 1.86% 26
2013
Q3 		$640K Sell
23,501
-68,721
-75% -$1.87M 1.95% 26
2013
Q2 		$2.45M Buy
+92,222
New +$2.55M 2.64% 21

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

Mount Vernon Associates's PFE Position: Q2 2026 in Review

Mount Vernon Associates reduced its Pfizer (PFE) stake by 7.6% in Q2 2026, selling an estimated $83.7K and leaving 38,719 shares worth $932K. The position accounts for 0.61% of the portfolio, ranked #36.

Mount Vernon Associates first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.45M in Q2 2013. 1,247 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Mount Vernon Associates held 38,719 shares of Pfizer worth $932K as of Q2 2026.
  • Mount Vernon Associates sold 3,200 Pfizer shares in Q2 2026, an estimated $83.7K.
  • Pfizer made up 0.61% of Mount Vernon Associates's portfolio in Q2 2026, its #36 holding.
  • Mount Vernon Associates first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Mount Vernon Associates's Pfizer position peaked at $2.45M in Q2 2013.
  • 1,247 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.