Roman Butler Fullerton & Co’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$570K Buy
23,293
+29
+0.1% +$759 0.14% 167
2026
Q1
$639K Buy
23,264
+28
+0.1% +$745 0.18% 138
2025
Q4
$606K Sell
23,236
-2,579
-10% -$65K 0.16% 149
2025
Q3
$627K Sell
25,815
-2,017
-7% -$49.8K 0.17% 135
2025
Q2
$690K Sell
27,832
-295
-1% -$6.88K 0.2% 123
2025
Q1
$631K Sell
28,127
-11,684
-29% -$306K 0.25% 103
2024
Q4
$1.07M Buy
39,811
+5,348
+16% +$145K 0.34% 77
2024
Q3
$1.01M Sell
34,463
-15,915
-32% -$464K 0.31% 82
2024
Q2
$1.43M Sell
50,378
-1,085
-2% -$29.9K 0.46% 52
2024
Q1
$1.35M Sell
51,463
-27,271
-35% -$757K 0.51% 55
2023
Q4
$2.16M Buy
78,734
+23,783
+43% +$719K 0.84% 29
2023
Q3
$1.76M Sell
54,951
-3,957
-7% -$140K 0.83% 29
2023
Q2
$2.15M Sell
58,908
-13,235
-18% -$515K 0.99% 24
2023
Q1
$2.84M Buy
72,143
+15,985
+28% +$690K 1.41% 14
2022
Q4
$2.59M Buy
56,158
+3,359
+6% +$161K 1.34% 15
2022
Q3
$2.21M Buy
52,799
+2,211
+4% +$107K 1.41% 15
2022
Q2
$2.62M Sell
50,588
-645
-1% -$32.9K 1.45% 17
2022
Q1
$2.65M Sell
51,233
-219
-0.4% -$11.4K 1.23% 18
2021
Q4
$3.04M Sell
51,452
-811
-2% -$40.2K 1.34% 16
2021
Q3
$2.16M Sell
52,263
-143
-0.3% -$6.33K 1.01% 25
2021
Q2
$2.05M Buy
52,406
+94
+0.2% +$3.65K 1% 24
2021
Q1
$1.97M Buy
52,312
+1,366
+3% +$48.5K 0.98% 21
2020
Q4
$1.88M Sell
50,946
-4,650
-8% -$171K 1.11% 20
2020
Q3
$1.94M Buy
55,596
+437
+0.8% +$15.3K 1.27% 19
2020
Q2
$1.71M Sell
55,159
-3,870
-7% -$131K 1.22% 18
2020
Q1
$1.83M Sell
59,029
-14,357
-20% -$489K 1.61% 12
2019
Q4
$2.73M Buy
73,386
+8,663
+13% +$309K 1.8% 10
2019
Q3
$2.21M Sell
64,723
-2,194
-3% -$79.8K 1.53% 14
2019
Q2
$2.75M Buy
66,917
+3,721
+6% +$148K 1.85% 11
2019
Q1
$2.55M Buy
63,196
+13,540
+27% +$542K 1.78% 11
2018
Q4
$1.99M Buy
+49,656
New +$2.06M 1.69% 10

Other funds holding PFE

Roman Butler Fullerton & Co's PFE Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its Pfizer (PFE) stake by 0.12% in Q2 2026, buying an estimated $759 and bringing the position to 23,293 shares worth $570K. The position accounts for 0.14% of the portfolio, ranked #167.

Roman Butler Fullerton & Co first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.04M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Roman Butler Fullerton & Co held 23,293 shares of Pfizer worth $570K as of Q2 2026.
  • Roman Butler Fullerton & Co bought 29 Pfizer shares in Q2 2026, an estimated $759.
  • Pfizer made up 0.14% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #167 holding.
  • Roman Butler Fullerton & Co first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
  • Roman Butler Fullerton & Co's Pfizer position peaked at $3.04M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.