Rothschild Investment LLC’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 | $5.1M | Buy |
211,962
+84,786
| +67% | +$2.22M | 0.19% | 109 |
|
|
2026
Q1 | $3.57M | Buy |
127,176
+4,394
| +4% | +$117K | 0.19% | 115 |
|
|
2025
Q4 | $3.06M | Sell |
122,782
-8,346
| -6% | -$210K | 0.17% | 116 |
|
|
2025
Q3 | $3.34M | Buy |
131,128
+8,112
| +7% | +$200K | 0.19% | 113 |
|
|
2025
Q2 | $2.98M | Sell |
123,016
-5,400
| -4% | -$126K | 0.19% | 117 |
|
|
2025
Q1 | $3.25M | Sell |
128,416
-13,792
| -10% | -$361K | 0.22% | 104 |
|
|
2024
Q4 | $3.77M | Sell |
142,208
-3,602
| -2% | -$97.7K | 0.25% | 89 |
|
|
2024
Q3 | $4.22M | Sell |
145,810
-1,044
| -0.7% | -$30.5K | 0.28% | 84 |
|
|
2024
Q2 | $4.11M | Sell |
146,854
-1,336
| -0.9% | -$36.8K | 0.29% | 78 |
|
|
2024
Q1 | $4.11M | Sell |
148,190
-4,715
| -3% | -$131K | 0.3% | 80 |
|
|
2023
Q4 | $4.4M | Sell |
152,905
-14,951
| -9% | -$452K | 0.37% | 72 |
|
|
2023
Q3 | $5.57M | Buy |
167,856
+17,242
| +11% | +$610K | 0.47% | 63 |
|
|
2023
Q2 | $5.53M | Buy |
150,614
+402
| +0.3% | +$15.6K | 0.46% | 61 |
|
|
2023
Q1 | $6.13M | Sell |
150,212
-1,698
| -1% | -$73.3K | 0.54% | 54 |
|
|
2022
Q4 | $7.78M | Buy |
151,910
+1,470
| +1% | +$70.5K | 0.71% | 38 |
|
|
2022
Q3 | $6.58M | Sell |
150,440
-9,157
| -6% | -$445K | 0.65% | 43 |
|
|
2022
Q2 | $8.37M | Sell |
159,597
-13,212
| -8% | -$673K | 0.77% | 39 |
|
|
2022
Q1 | $8.95M | Buy |
172,809
+4,829
| +3% | +$251K | 0.7% | 38 |
|
|
2021
Q4 | $9.92M | Sell |
167,980
-3,380
| -2% | -$167K | 0.77% | 34 |
|
|
2021
Q3 | $7.37M | Sell |
171,360
-23,107
| -12% | -$1.02M | 0.62% | 51 |
|
|
2021
Q2 | $7.62M | Sell |
194,467
-2,810
| -1% | -$109K | 0.61% | 48 |
|
|
2021
Q1 | $7.15M | Buy |
197,277
+14,576
| +8% | +$518K | 0.62% | 43 |
|
|
2020
Q4 | $6.72M | Sell |
182,701
-9,502
| -5% | -$349K | 0.65% | 45 |
|
|
2020
Q3 | $6.69M | Buy |
192,203
+32,299
| +20% | +$1.13M | 0.73% | 41 |
|
|
2020
Q2 | $4.96M | Sell |
159,904
-49,604
| -24% | -$1.69M | 0.6% | 51 |
|
|
2020
Q1 | $6.49M | Sell |
209,508
-36,996
| -15% | -$1.26M | 0.85% | 32 |
|
|
2019
Q4 | $9.16M | Sell |
246,504
-12,172
| -5% | -$434K | 0.91% | 27 |
|
|
2019
Q3 | $8.82M | Buy |
258,676
+624
| +0.2% | +$22.7K | 1.03% | 26 |
|
|
2019
Q2 | $10.6M | Sell |
258,052
-1,108
| -0.4% | -$44K | 1.25% | 16 |
|
|
2019
Q1 | $10.4M | Sell |
259,160
-3,727
| -1% | -$149K | 1.22% | 17 |
|
|
2018
Q4 | $10.9M | Buy |
262,887
+9,946
| +4% | +$413K | 1.46% | 15 |
|
|
2018
Q3 | $10.6M | Sell |
252,941
-1,074
| -0.4% | -$41.3K | 1.25% | 18 |
|
|
2018
Q2 | $8.74M | Sell |
254,015
-2,554
| -1% | -$87.3K | 1.1% | 21 |
|
|
2018
Q1 | $8.64M | Sell |
256,569
-39,640
| -13% | -$1.36M | 1.11% | 24 |
|
|
2017
Q4 | $10.2M | Sell |
296,209
-668
| -0.2% | -$22.8K | 1.11% | 24 |
|
|
2017
Q3 | $10.1M | Sell |
296,877
-4,600
| -2% | -$148K | 1.14% | 20 |
|
|
2017
Q2 | $9.61M | Sell |
301,477
-9,282
| -3% | -$293K | 1.09% | 21 |
|
|
2017
Q1 | $10.1M | Buy |
310,759
+4,360
| +1% | +$137K | 1.17% | 18 |
|
|
2016
Q4 | $9.44M | Buy |
306,399
+106
| +0% | +$3.24K | 1.14% | 19 |
|
|
2016
Q3 | $9.84M | Sell |
306,293
-3,746
| -1% | -$125K | 1.21% | 15 |
|
|
2016
Q2 | $10.4M | Buy |
310,039
+2,273
| +0.7% | +$72.5K | 1.32% | 10 |
|
|
2016
Q1 | $8.65M | Sell |
307,766
-6,153
| -2% | -$176K | 1.11% | 21 |
|
|
2015
Q4 | $9.61M | Buy |
313,919
+4,921
| +2% | +$155K | 1.22% | 11 |
|
|
2015
Q3 | $9.21M | Buy |
308,998
+3,151
| +1% | +$101K | 1.21% | 11 |
|
|
2015
Q2 | $9.73M | Buy |
305,847
+2,409
| +0.8% | +$78.5K | 1.13% | 15 |
|
|
2015
Q1 | $10M | Sell |
303,438
-3,695
| -1% | -$117K | 1.17% | 14 |
|
|
2014
Q4 | $9.08M | Sell |
307,133
-14,208
| -4% | -$407K | 1.08% | 16 |
|
|
2014
Q3 | $9.02M | Buy |
321,341
+22,827
| +8% | +$641K | 1.1% | 15 |
|
|
2014
Q2 | $8.41M | Sell |
298,514
-198
| -0.1% | -$5.64K | 1.07% | 16 |
|
|
2014
Q1 | $9.1M | Buy |
298,712
+817
| +0.3% | +$24.4K | 1.23% | 13 |
|
|
2013
Q4 | $8.66M | Sell |
297,895
-4,185
| -1% | -$122K | 1.18% | 15 |
|
|
2013
Q3 | $8.23M | Sell |
302,080
-7,826
| -3% | -$213K | 1.21% | 17 |
|
|
2013
Q2 | $8.24M | Buy |
+309,906
| New | +$8.56M | 1.34% | 14 |
|
Other funds holding PFE
Rothschild Investment LLC's PFE Position: Q2 2026 in Review
Rothschild Investment LLC increased its Pfizer (PFE) stake by 67% in Q2 2026, buying an estimated $2.22M and bringing the position to 211,962 shares worth $5.1M. The position accounts for 0.19% of the portfolio, ranked #109.
Rothschild Investment LLC first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.9M in Q4 2018. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Rothschild Investment LLC held 211,962 shares of Pfizer worth $5.1M as of Q2 2026.
- Rothschild Investment LLC bought 84,786 Pfizer shares in Q2 2026, an estimated $2.22M.
- Pfizer made up 0.19% of Rothschild Investment LLC's portfolio in Q2 2026, its #109 holding.
- Rothschild Investment LLC first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- Rothschild Investment LLC's Pfizer position peaked at $10.9M in Q4 2018.
- 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.