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Roffman Miller Associates’s Pfizer PFE Stock Holding History

Roffman Miller 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
Q2 		$486K Sell
20,181
-4,188
-17% -$110K 0.03% 82
2026
Q1 		$684K Sell
24,369
-1,853
-7% -$49.3K 0.04% 77
2025
Q4 		$653K Buy
26,222
+696
+3% +$17.6K 0.04% 79
2025
Q3 		$650K Sell
25,526
-470
-2% -$11.6K 0.04% 75
2025
Q2 		$630K Buy
25,996
+4,706
+22% +$110K 0.04% 69
2025
Q1 		$539K Sell
21,290
-2,027
-9% -$53K 0.03% 70
2024
Q4 		$619K Sell
23,317
-739
-3% -$20K 0.04% 70
2024
Q3 		$696K Sell
24,056
-1,516
-6% -$44.2K 0.04% 70
2024
Q2 		$715K Buy
25,572
+41
+0.2% +$1.13K 0.05% 69
2024
Q1 		$708K Sell
25,531
-2,716
-10% -$75.4K 0.05% 70
2023
Q4 		$813K Sell
28,247
-209
-0.7% -$6.32K 0.06% 67
2023
Q3 		$944K Buy
28,456
+1,043
+4% +$36.9K 0.07% 64
2023
Q2 		$1.01M Sell
27,413
-804
-3% -$31.3K 0.08% 61
2023
Q1 		$1.15M Sell
28,217
-1,741
-6% -$75.2K 0.09% 59
2022
Q4 		$1.54M Buy
29,958
+3,607
+14% +$173K 0.13% 58
2022
Q3 		$1.15M Sell
26,351
-415
-2% -$20.2K 0.11% 60
2022
Q2 		$1.4M Buy
26,766
+106
+0.4% +$5.4K 0.12% 59
2022
Q1 		$1.38M Sell
26,660
-87
-0.3% -$4.51K 0.1% 60
2021
Q4 		$1.58M Sell
26,747
-159
-0.6% -$7.88K 0.11% 60
2021
Q3 		$1.16M Buy
26,906
+1,142
+4% +$50.6K 0.09% 61
2021
Q2 		$1.01M Buy
25,764
+2,368
+10% +$92.1K 0.08% 64
2021
Q1 		$848K Buy
23,396
+2,181
+10% +$77.4K 0.07% 63
2020
Q4 		$781K Sell
21,215
-217
-1% -$7.96K 0.07% 64
2020
Q3 		$746K Sell
21,432
-8,800
-29% -$309K 0.07% 64
2020
Q2 		$938K Buy
30,232
+9,522
+46% +$323K 0.09% 75
2020
Q1 		$641K Sell
20,710
-4,903
-19% -$167K 0.08% 66
2019
Q4 		$952K Buy
25,613
+847
+3% +$30.2K 0.1% 60
2019
Q3 		$844K Buy
24,766
+3,141
+15% +$114K 0.09% 62
2019
Q2 		$889K Buy
21,625
+627
+3% +$24.9K 0.1% 55
2019
Q1 		$846K Buy
+20,998
New +$841K 0.1% 59
2018
Q4 		– Sell
-17,832
Closed -$746K – 79
2018
Q3 		$746K Buy
17,832
+586
+3% +$22.6K 0.08% 60
2018
Q2 		$594K Buy
17,246
+2,071
+14% +$70.8K 0.07% 55
2018
Q1 		$511K Sell
15,175
-534
-3% -$18.4K 0.06% 56
2017
Q4 		$540K Buy
15,709
+708
+5% +$24.1K 0.07% 56
2017
Q3 		$508K Sell
15,001
-345
-2% -$11.1K 0.07% 59
2017
Q2 		$489K Sell
15,346
-931
-6% -$29.4K 0.07% 57
2017
Q1 		$528K Buy
16,277
+2,913
+22% +$91.8K 0.07% 57
2016
Q4 		$412K Buy
13,364
+1,202
+10% +$36.7K 0.06% 59
2016
Q3 		$391K Sell
12,162
-1,801
-13% -$60.2K 0.06% 58
2016
Q2 		$466K Buy
13,963
+2,823
+25% +$90.1K 0.08% 58
2016
Q1 		$313K Sell
11,140
-3,812
-25% -$109K 0.05% 62
2015
Q4 		$458K Buy
14,952
+1,544
+12% +$48.6K 0.08% 58
2015
Q3 		$400K Sell
13,408
-610
-4% -$19.6K 0.08% 60
2015
Q2 		$446K Buy
14,018
+1,662
+13% +$54.2K 0.08% 59
2015
Q1 		$408K Buy
12,356
+480
+4% +$15.3K 0.08% 59
2014
Q4 		$351K Sell
11,876
-720
-6% -$20.6K 0.07% 61
2014
Q3 		$353K Buy
12,596
+752
+6% +$21.1K 0.07% 62
2014
Q2 		$334K Sell
11,844
-125
-1% -$3.56K 0.07% 63
2014
Q1 		$365K Buy
11,969
+1,167
+11% +$34.8K 0.08% 63
2013
Q4 		$314K Sell
10,802
-2,164
-17% -$63K 0.07% 69
2013
Q3 		$353K Buy
12,966
+383
+3% +$10.4K 0.09% 69
2013
Q2 		$334K Buy
+12,583
New +$348K 0.09% 70

Other funds holding PFE

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Roffman Miller Associates's PFE Position: Q2 2026 in Review

Roffman Miller Associates reduced its Pfizer (PFE) stake by 17% in Q2 2026, selling an estimated $110K and leaving 20,181 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #82.

Roffman Miller Associates first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.58M in Q4 2021. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Roffman Miller Associates held 20,181 shares of Pfizer worth $486K as of Q2 2026.
  • Roffman Miller Associates sold 4,188 Pfizer shares in Q2 2026, an estimated $110K.
  • Pfizer made up 0.03% of Roffman Miller Associates's portfolio in Q2 2026, its #82 holding.
  • Roffman Miller Associates first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • Roffman Miller Associates's Pfizer position peaked at $1.58M in Q4 2021.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.