Patrick M. Sweeney & Associates’s Pfizer PFE Stock Holding History

Patrick M. Sweeney & 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 Q1	$3.27M	Buy	116,326 +8	+0%	+$213	2.09%	9
2025 Q4	$2.9M	Sell	116,318 -20,492	-15%	-$517K	1.81%	10
2025 Q3	$3.49M	Buy	136,810 +878	+0.6%	+$21.7K	2.25%	9
2025 Q2	$3.45M	Buy	135,932 +21,114	+18%	+$492K	2.37%	8
2025 Q1	$2.91M	Buy	114,818 +36,500	+47%	+$955K	2.17%	8
2024 Q4	$2.08M	Buy	78,318 +30,940	+65%	+$839K	1.56%	14
2024 Q3	$1.37M	Buy	47,378 +5,216	+12%	+$152K	1.01%	21
2024 Q2	$1.18M	Buy	42,162 +355	+0.8%	+$9.77K	0.95%	21
2024 Q1	$1.16M	Sell	41,807 -82	-0.2%	-$2.27K	0.95%	23
2023 Q4	$1.21M	Buy	+41,889	New	+$1.27M	1.1%	19

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Patrick M. Sweeney & Associates's PFE Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Pfizer (PFE) stake by 0.01% in Q1 2026, buying an estimated $213 and bringing the position to 116,326 shares worth $3.27M. The position accounts for 2.09% of the portfolio, ranked #9.

Patrick M. Sweeney & Associates first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.49M in Q3 2025. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Patrick M. Sweeney & Associates held 116,326 shares of Pfizer worth $3.27M as of Q1 2026.
Patrick M. Sweeney & Associates bought 8 Pfizer shares in Q1 2026, an estimated $213.
Pfizer made up 2.09% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #9 holding.
Patrick M. Sweeney & Associates first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Pfizer position peaked at $3.49M in Q3 2025.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.