R.M. Sincerbeaux Capital Management’s Pfizer PFE Stock Holding History

R.M. Sincerbeaux Capital 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	$1.85M	Hold	77,032	–	–	0.99%	24
2026 Q1	$2.16M	Hold	77,032	–	–	1.26%	23
2025 Q4	$1.92M	Hold	77,032	–	–	1.07%	24
2025 Q3	$1.96M	Buy	77,032 +300	+0.4%	+$7.41K	1.06%	22
2025 Q2	$1.86M	Sell	76,732 -35,534	-32%	-$829K	1.05%	22
2025 Q1	$2.84M	Buy	112,266 +300	+0.3%	+$7.85K	1.68%	18
2024 Q4	$2.97M	Buy	111,966 +66,966	+149%	+$1.82M	1.78%	17
2024 Q3	$1.3M	Buy	45,000 +300	+0.7%	+$8.75K	0.81%	25
2024 Q2	$1.25M	Sell	44,700 -8,600	-16%	-$237K	0.82%	24
2024 Q1	$1.48M	Sell	53,300 -2,500	-4%	-$69.4K	0.94%	24
2023 Q4	$1.61M	Hold	55,800	–	–	1.14%	22
2023 Q3	$1.85M	Sell	55,800 -12,000	-18%	-$424K	1.41%	21
2023 Q2	$2.49M	Hold	67,800	–	–	1.7%	18
2023 Q1	$2.77M	Hold	67,800	–	–	1.93%	16
2022 Q4	$3.47M	Hold	67,800	–	–	2.47%	13
2022 Q3	$2.97M	Hold	67,800	–	–	2.33%	14
2022 Q2	$3.56M	Hold	67,800	–	–	2.61%	13
2022 Q1	$3.51M	Hold	67,800	–	–	2.22%	15
2021 Q4	$4M	Hold	67,800	–	–	2.4%	14
2021 Q3	$2.92M	Sell	67,800 -1,700	-2%	-$75.3K	1.91%	16
2021 Q2	$2.72M	Sell	69,500 -300	-0.4%	-$11.7K	1.72%	17
2021 Q1	$2.53M	Hold	69,800	–	–	1.73%	17
2020 Q4	$2.57M	Sell	69,800 -3,769	-5%	-$138K	1.87%	16
2020 Q3	$2.56M	Hold	73,569	–	–	2.19%	16
2020 Q2	$2.28M	Hold	73,569	–	–	2.03%	15
2020 Q1	$2.28M	Hold	73,569	–	–	2.26%	15
2019 Q4	$2.73M	Sell	73,569 -4,309	-6%	-$153K	2.12%	16
2019 Q3	$2.65M	Buy	77,878 +1,779	+2%	+$64.7K	2.1%	15
2019 Q2	$3.13M	Sell	76,099 -1,779	-2%	-$70.6K	2.55%	14
2019 Q1	$3.14M	Hold	77,878	–	–	2.53%	13
2018 Q4	$3.23M	Hold	77,878	–	–	2.98%	13
2018 Q3	$3.26M	Hold	77,878	–	–	2.64%	13
2018 Q2	$2.68M	Buy	77,878 +2,095	+3%	+$71.6K	2.36%	15
2018 Q1	$2.55M	Hold	75,783	–	–	2.39%	16
2017 Q4	$2.6M	Hold	75,783	–	–	2.37%	17
2017 Q3	$2.57M	Hold	75,783	–	–	2.47%	17
2017 Q2	$2.42M	Hold	75,783	–	–	2.18%	18
2017 Q1	$2.46M	Hold	75,783	–	–	2.29%	17
2016 Q4	$2.33M	Hold	75,783	–	–	2.21%	17
2016 Q3	$2.44M	Hold	75,783	–	–	2.37%	14
2016 Q2	$2.53M	Sell	75,783 -316	-0.4%	-$10.1K	2.6%	15
2016 Q1	$2.14M	Buy	76,099 +316	+0.4%	+$9.03K	2.24%	17
2015 Q4	$2.32M	Sell	75,783 -316	-0.4%	-$9.94K	2.52%	13
2015 Q3	$2.27M	Buy	76,099 +316	+0.4%	+$10.1K	2.39%	17
2015 Q2	$2.41M	Hold	75,783	–	–	2.35%	17
2015 Q1	$2.5M	Sell	75,783 -737	-1%	-$23.4K	2.28%	17
2014 Q4	$2.26M	Sell	76,520 -633	-0.8%	-$18.1K	2.07%	19
2014 Q3	$2.17M	Hold	77,153	–	–	1.98%	20
2014 Q2	$2.17M	Hold	77,153	–	–	2.04%	17
2014 Q1	$2.35M	Hold	77,153	–	–	2.31%	15
2013 Q4	$2.24M	Buy	+77,153	New	+$2.25M	2.21%	17

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

R.M. Sincerbeaux Capital Management's PFE Position: Q2 2026 in Review

R.M. Sincerbeaux Capital Management held its Pfizer (PFE) position steady in Q2 2026 at 77,032 shares worth $1.85M. The position accounts for 0.99% of the portfolio, ranked #24.

R.M. Sincerbeaux Capital Management first reported a position in PFE in Q4 2013 and has held it in 51 quarters since. The position peaked at $4M in Q4 2021. 1,179 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

R.M. Sincerbeaux Capital Management held 77,032 shares of Pfizer worth $1.85M as of Q2 2026.
R.M. Sincerbeaux Capital Management left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.99% of R.M. Sincerbeaux Capital Management's portfolio in Q2 2026, its #24 holding.
R.M. Sincerbeaux Capital Management first reported a position in Pfizer in Q4 2013 and has held it in 51 quarters since.
R.M. Sincerbeaux Capital Management's Pfizer position peaked at $4M in Q4 2021.
1,179 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.