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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
Q2 		$2.97M Buy
123,314
+6,988
+6% +$183K 1.71% 13
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patrick M. Sweeney & Associates's PFE Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Pfizer (PFE) stake by 6% in Q2 2026, buying an estimated $183K and bringing the position to 123,314 shares worth $2.97M. The position accounts for 1.71% of the portfolio, ranked #13.

Patrick M. Sweeney & Associates first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.49M in Q3 2025. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Patrick M. Sweeney & Associates held 123,314 shares of Pfizer worth $2.97M as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 6,988 Pfizer shares in Q2 2026, an estimated $183K.
  • Pfizer made up 1.71% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #13 holding.
  • Patrick M. Sweeney & Associates first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Pfizer position peaked at $3.49M in Q3 2025.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.