Neumann Capital Management’s Pfizer PFE Stock Holding History

Neumann 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	$718K	Buy	29,836 +1,374	+5%	+$35.9K	0.48%	34
2026 Q1	$799K	Hold	28,462	–	–	0.24%	69
2025 Q4	$709K	Sell	28,462 -126	-0.4%	-$3.18K	0.2%	70
2025 Q3	$728K	Hold	28,588	–	–	0.21%	68
2025 Q2	$693K	Buy	28,588 +6,000	+27%	+$140K	0.22%	71
2025 Q1	$572K	Hold	22,588	–	–	0.2%	74
2024 Q4	$599K	Buy	22,588 +7,587	+51%	+$206K	0.2%	74
2024 Q3	$434K	Sell	15,001 -4,300	-22%	-$125K	0.14%	83
2024 Q2	$540K	Buy	+19,301	New	+$531K	0.19%	74
2023 Q4	–	Sell	-6,801	Closed	-$226K	–	93
2023 Q3	$226K	Sell	6,801 -200	-3%	-$7.07K	0.1%	89
2023 Q2	$257K	Hold	7,001	–	–	0.11%	87
2023 Q1	$286K	Hold	7,001	–	–	0.13%	81
2022 Q4	$359K	Buy	7,001 +700	+11%	+$33.6K	0.17%	73
2022 Q3	$276K	Buy	6,301 +413	+7%	+$20.1K	0.14%	77
2022 Q2	$309K	Hold	5,888	–	–	0.16%	72
2022 Q1	$305K	Hold	5,888	–	–	0.13%	76
2021 Q4	$348K	Hold	5,888	–	–	0.14%	76
2021 Q3	$253K	Hold	5,888	–	–	0.11%	79
2021 Q2	$231K	Hold	5,888	–	–	0.1%	80
2021 Q1	$213K	Buy	5,888 +200	+4%	+$7.1K	0.1%	80
2020 Q4	$209K	Sell	5,688 -202	-3%	-$7.41K	0.11%	77
2020 Q3	$205K	Buy	+5,890	New	+$207K	0.12%	74
2020 Q1	–	Sell	-5,890	Closed	-$219K	–	70
2019 Q4	$219K	Buy	+5,890	New	+$210K	0.13%	70
2019 Q3	–	Sell	-5,732	Closed	-$236K	–	73
2019 Q2	$236K	Hold	5,732	–	–	0.15%	71
2019 Q1	$231K	Hold	5,732	–	–	0.15%	72
2018 Q4	$237K	Sell	5,732 -527	-8%	-$21.9K	0.18%	68
2018 Q3	$262K	Sell	6,259 -506	-7%	-$19.5K	0.15%	70
2018 Q2	$233K	Sell	6,765 -1,438	-18%	-$49.1K	0.15%	70
2018 Q1	$276K	Sell	8,203 -738	-8%	-$25.4K	0.18%	67
2017 Q4	$307K	Sell	8,941 -16,284	-65%	-$555K	0.19%	67
2017 Q3	$854K	Sell	25,225 -7,036	-22%	-$226K	0.53%	50
2017 Q2	$1.03M	Sell	32,261 -6,535	-17%	-$206K	0.66%	44
2017 Q1	$1.26M	Sell	38,796 -6,324	-14%	-$199K	0.82%	42
2016 Q4	$1.39M	Hold	45,120	–	–	0.9%	39
2016 Q3	$1.45M	Sell	45,120 -2,898	-6%	-$96.9K	0.96%	37
2016 Q2	$1.6M	Sell	48,018 -211	-0.4%	-$6.73K	1.07%	35
2016 Q1	$1.36M	Buy	48,229 +211	+0.4%	+$6.03K	0.89%	39
2015 Q4	$1.47M	Sell	48,018 -527	-1%	-$16.6K	1.02%	37
2015 Q3	$1.45M	Hold	48,545	–	–	1.02%	33
2015 Q2	$1.54M	Hold	48,545	–	–	0.99%	35
2015 Q1	$1.6M	Buy	48,545 +5,375	+12%	+$171K	1.02%	35
2014 Q4	$1.28M	Buy	+43,170	New	+$1.24M	0.83%	40

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

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

Neumann Capital Management increased its Pfizer (PFE) stake by 4.8% in Q2 2026, buying an estimated $35.9K and bringing the position to 29,836 shares worth $718K. The position accounts for 0.48% of the portfolio, ranked #34.

Neumann Capital Management first reported a position in PFE in Q4 2014 and has held it in 42 quarters since. The position peaked at $1.6M in Q2 2016. 1,257 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Neumann Capital Management held 29,836 shares of Pfizer worth $718K as of Q2 2026.
Neumann Capital Management bought 1,374 Pfizer shares in Q2 2026, an estimated $35.9K.
Pfizer made up 0.48% of Neumann Capital Management's portfolio in Q2 2026, its #34 holding.
Neumann Capital Management first reported a position in Pfizer in Q4 2014 and has held it in 42 quarters since.
Neumann Capital Management's Pfizer position peaked at $1.6M in Q2 2016.
1,257 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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