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Prudent Man Investment Management’s Pfizer PFE Stock Holding History

Prudent Man Investment 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 		$2.49K Hold
100
– – ﹤0.01% 143
2026
Q1 		$2.49K Hold
100
– – ﹤0.01% 143
2025
Q4 		$2.49K Sell
100
-234
-70% -$5.9K ﹤0.01% 143
2025
Q3 		$8.86K Hold
334
– – ﹤0.01% 93
2025
Q2 		$8.86K Hold
334
– – ﹤0.01% 93
2025
Q1 		$8.86K Hold
334
– – ﹤0.01% 93
2024
Q4 		$8.86K Buy
+334
New +$9.06K ﹤0.01% 93

Other funds holding PFE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Prudent Man Investment Management's PFE Position: Q2 2026 in Review

Prudent Man Investment Management held its Pfizer (PFE) position steady in Q2 2026 at 100 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Prudent Man Investment Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.86K in Q3 2025. 1,459 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Prudent Man Investment Management held 100 shares of Pfizer worth $2.49K as of Q2 2026.
  • Prudent Man Investment Management left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #143 holding.
  • Prudent Man Investment Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Pfizer position peaked at $8.86K in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.