Patrick M. Sweeney & Associates
PFE icon

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
Q3 		$3.78M Buy
132,471
+9,157
+7% +$244K 2.13% 9
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% +$9.8K 0.95% 21
2024
Q1 		$1.16M Sell
41,807
-82
-0.2% -$2.28K 0.95% 23
2023
Q4 		$1.21M Buy
+41,889
New +$1.27M 1.1% 19

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Patrick M. Sweeney & Associates's PFE Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Pfizer (PFE) stake by 7.4% in Q3 2026, buying an estimated $244K and bringing the position to 132,471 shares worth $3.78M. The position accounts for 2.13% of the portfolio, ranked #9.

Patrick M. Sweeney & Associates first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. 1,733 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Patrick M. Sweeney & Associates held 132,471 shares of Pfizer worth $3.78M as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 9,157 Pfizer shares in Q3 2026, an estimated $244K.
  • Pfizer made up 2.13% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #9 holding.
  • Patrick M. Sweeney & Associates first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.