P.J. Schmidt Investment Management (PJS)’s Pfizer PFE Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	–	Sell	-8,695	Closed	-$244K	–	222
2026 Q1	$244K	Hold	8,695	–	–	0.04%	190
2025 Q4	$217K	Sell	8,695 -750	-8%	-$18.9K	0.04%	189
2025 Q3	$241K	Buy	9,445 +992	+12%	+$24.5K	0.04%	183
2025 Q2	$205K	Sell	8,453 -350	-4%	-$8.16K	0.04%	184
2025 Q1	$223K	Hold	8,803	–	–	0.04%	173
2024 Q4	$234K	Hold	8,803	–	–	0.04%	168
2024 Q3	$255K	Hold	8,803	–	–	0.04%	168
2024 Q2	$246K	Hold	8,803	–	–	0.05%	162
2024 Q1	$244K	Sell	8,803 -1,334	-13%	-$37K	0.05%	162
2023 Q4	$278K	Sell	10,137 -149	-1%	-$4.5K	0.06%	149
2023 Q3	$321K	Buy	10,286 +677	+7%	+$23.9K	0.07%	134
2023 Q2	$356K	Sell	9,609 -250	-3%	-$9.73K	0.07%	128
2023 Q1	$382K	Sell	9,859 -290	-3%	-$12.5K	0.08%	125
2022 Q4	$520K	Buy	10,149 +613	+6%	+$29.4K	0.12%	101
2022 Q3	$429K	Buy	9,536 +100	+1%	+$4.86K	0.1%	110
2022 Q2	$453K	Hold	9,436	–	–	0.1%	114
2022 Q1	$463K	Sell	9,436 -156	-2%	-$8.09K	0.1%	111
2021 Q4	$505K	Buy	9,592 +867	+10%	+$43K	0.1%	120
2021 Q3	$380K	Buy	8,725 +215	+3%	+$9.53K	0.07%	132
2021 Q2	$355K	Sell	8,510 -290	-3%	-$11.3K	0.07%	133
2021 Q1	$340K	Buy	8,800 +250	+3%	+$8.88K	0.07%	135
2020 Q4	$307K	Buy	8,550 +2,331	+37%	+$85.5K	0.07%	132
2020 Q3	$221K	Sell	6,219 -2,687	-30%	-$94.2K	0.05%	137
2020 Q2	$276K	Sell	8,906 -1,284	-13%	-$43.6K	0.08%	104
2020 Q1	$316K	Sell	10,190 -549	-5%	-$18.7K	0.11%	95
2019 Q4	$399K	Hold	10,739	–	–	0.11%	107
2019 Q3	$366K	Hold	10,739	–	–	0.1%	105
2019 Q2	$441K	Buy	10,739 +180	+2%	+$7.15K	0.13%	100
2019 Q1	$425K	Buy	10,559 +641	+6%	+$25.7K	0.12%	100
2018 Q4	$411K	Sell	9,918 -343	-3%	-$14.2K	0.13%	98
2018 Q3	$429K	Sell	10,261 -2,896	-22%	-$111K	0.12%	101
2018 Q2	$453K	Sell	13,157 -2,108	-14%	-$72K	0.13%	97
2018 Q1	$514K	Buy	15,265 +790	+5%	+$27.2K	0.15%	92
2017 Q4	$497K	Sell	14,475 -1,249	-8%	-$42.6K	0.14%	92
2017 Q3	$533K	Hold	15,724	–	–	0.16%	91
2017 Q2	$501K	Sell	15,724 -1,739	-10%	-$54.8K	0.15%	90
2017 Q1	$567K	Buy	17,463 +20	+0.1%	+$631	0.2%	89
2016 Q4	$538K	Hold	17,443	–	–	0.2%	88
2016 Q3	$561K	Hold	17,443	–	–	0.21%	89
2016 Q2	$583K	Buy	17,443 +1,608	+10%	+$51.3K	0.22%	92
2016 Q1	$445K	Buy	15,835 +1,317	+9%	+$37.6K	0.17%	104
2015 Q4	$445K	Buy	14,518 +3,588	+33%	+$113K	0.18%	105
2015 Q3	$326K	Sell	10,930 -179	-2%	-$5.74K	0.14%	110
2015 Q2	$353K	Sell	11,109 -84	-0.8%	-$2.74K	0.14%	122
2015 Q1	$369K	Sell	11,193 -525	-4%	-$16.7K	0.14%	120
2014 Q4	$346K	Sell	11,718 -3,342	-22%	-$95.8K	0.14%	123
2014 Q3	$422K	Sell	15,060 -15,719	-51%	-$441K	0.17%	111
2014 Q2	$867K	Sell	30,779 -2,574	-8%	-$73.4K	0.34%	77
2014 Q1	$1.02M	Buy	33,353 +1,394	+4%	+$41.6K	0.4%	64
2013 Q4	$929K	Buy	31,959 +1,870	+6%	+$54.4K	0.39%	65
2013 Q3	$820K	Buy	30,089 +1,111	+4%	+$30.2K	0.38%	65
2013 Q2	$770K	Buy	+28,978	New	+$801K	0.37%	63

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s PFE Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,695 shares — an estimated $244K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in PFE in Q2 2013 and held it in 52 quarters. The position peaked at $1.02M in Q1 2014. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

P.J. Schmidt Investment Management (PJS) reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 8,695 Pfizer shares in Q2 2026, an estimated $244K.
P.J. Schmidt Investment Management (PJS) first reported a position in Pfizer in Q2 2013 and held it in 52 quarters.
P.J. Schmidt Investment Management (PJS)'s Pfizer position peaked at $1.02M in Q1 2014.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.