Pine Valley Investments’s Pfizer PFE Stock Holding History

Pine Valley Investments’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	$3.63M	Buy	150,761 +5,230	+4%	+$137K	0.14%	142
2026 Q1	$4.09M	Buy	145,531 +3,281	+2%	+$87.4K	0.19%	125
2025 Q4	$3.54M	Sell	142,250 -7,959	-5%	-$201K	0.16%	133
2025 Q3	$3.83M	Buy	150,209 +2,518	+2%	+$62.1K	0.19%	125
2025 Q2	$3.58M	Sell	147,691 -384	-0.3%	-$8.96K	0.2%	122
2025 Q1	$3.75M	Sell	148,075 -12,375	-8%	-$324K	0.23%	115
2024 Q4	$4.26M	Buy	160,450 +6,741	+4%	+$183K	0.25%	103
2024 Q3	$4.45M	Buy	153,709 +999	+0.7%	+$29.1K	0.27%	87
2024 Q2	$4.27M	Sell	152,710 -7,539	-5%	-$208K	0.28%	84
2024 Q1	$4.45M	Sell	160,249 -14,927	-9%	-$414K	0.3%	72
2023 Q4	$5.04M	Sell	175,176 -2,166	-1%	-$65.5K	0.36%	63
2023 Q3	$5.88M	Sell	177,342 -1,958	-1%	-$69.2K	0.54%	42
2023 Q2	$6.58M	Buy	179,300 +132,038	+279%	+$5.14M	0.64%	36
2023 Q1	$1.82M	Buy	+47,262	New	+$2.04M	0.27%	87

Other funds holding PFE

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Pine Valley Investments's PFE Position: Q2 2026 in Review

Pine Valley Investments increased its Pfizer (PFE) stake by 3.6% in Q2 2026, buying an estimated $137K and bringing the position to 150,761 shares worth $3.63M. The position accounts for 0.14% of the portfolio, ranked #142.

Pine Valley Investments first reported a position in PFE in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.58M in Q2 2023. 1,599 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Pine Valley Investments held 150,761 shares of Pfizer worth $3.63M as of Q2 2026.
Pine Valley Investments bought 5,230 Pfizer shares in Q2 2026, an estimated $137K.
Pfizer made up 0.14% of Pine Valley Investments's portfolio in Q2 2026, its #142 holding.
Pine Valley Investments first reported a position in Pfizer in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's Pfizer position peaked at $6.58M in Q2 2023.
1,599 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.