Patton Fund Management’s Pfizer PFE Stock Holding History

Patton Fund 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	–	Sell	-9,793	Closed	-$275K	–	368
2026 Q1	$275K	Buy	+9,793	New	+$261K	0.05%	213
2025 Q4	–	Sell	-9,610	Closed	-$245K	–	498
2025 Q3	$245K	Hold	9,610	–	–	0.04%	286
2025 Q2	$233K	Buy	+9,610	New	+$224K	0.05%	286
2023 Q1	–	Sell	-33,447	Closed	-$1.71M	–	195
2022 Q4	$1.71M	Sell	33,447 -435	-1%	-$20.9K	0.5%	69
2022 Q3	$1.48M	Sell	33,882 -2,888	-8%	-$140K	0.6%	49
2022 Q2	$1.93M	Sell	36,770 -26,595	-42%	-$1.36M	0.72%	40
2022 Q1	$3.28M	Sell	63,365 -2,249	-3%	-$117K	0.9%	39
2021 Q4	$3.88M	Buy	+65,614	New	+$3.25M	1.18%	18

Other funds holding PFE

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Patton Fund Management's PFE Position: Q2 2026 in Review

Patton Fund Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 9,793 shares — an estimated $275K sold.

Patton Fund Management first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $3.88M in Q4 2021. 1,090 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Patton Fund Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 9,793 Pfizer shares in Q2 2026, an estimated $275K.
Patton Fund Management first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
Patton Fund Management's Pfizer position peaked at $3.88M in Q4 2021.
1,090 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.