Shepherd Kaplan Krochuk’s Pfizer PFE Stock Holding History

Shepherd Kaplan Krochuk’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	$741K	Sell	30,764 -1,428	-4%	-$37.4K	0.59%	39
2026 Q1	$904K	Sell	32,192 -2,118	-6%	-$56.4K	0.76%	33
2025 Q4	$854K	Sell	34,310 -1,900	-5%	-$47.9K	0.71%	34
2025 Q3	$923K	Sell	36,210 -1,489	-4%	-$36.8K	0.76%	29
2025 Q2	$914K	Sell	37,699 -264	-0.7%	-$6.16K	0.79%	29
2025 Q1	$962K	Buy	+37,963	New	+$993K	0.82%	30
2024 Q4	–	Sell	-30,212	Closed	-$874K	–	56
2024 Q3	$874K	Sell	30,212 -1,330	-4%	-$38.8K	0.66%	38
2024 Q2	$883K	Sell	31,542 -256	-0.8%	-$7.05K	0.7%	39
2024 Q1	$882K	Buy	31,798 +2,030	+7%	+$56.3K	0.7%	37
2023 Q4	$857K	Buy	+29,768	New	+$900K	0.7%	38
2016 Q1	–	Sell	-6,599	Closed	-$202K	–	345
2015 Q4	$202K	Sell	6,599 -5,194	-44%	-$163K	0.05%	283
2015 Q3	$351K	Hold	11,793	–	–	0.09%	166
2015 Q2	$375K	Hold	11,793	–	–	0.07%	207
2015 Q1	$389K	Hold	11,793	–	–	0.07%	202
2014 Q4	$349K	Hold	11,793	–	–	0.06%	254
2014 Q3	$331K	Buy	11,793 +2,118	+22%	+$59.4K	0.04%	285
2014 Q2	$272K	Hold	9,675	–	–	0.03%	388
2014 Q1	$295K	Sell	9,675 -3,836	-28%	-$114K	0.03%	323
2013 Q4	$393K	Hold	13,511	–	–	0.05%	247
2013 Q3	$368K	Hold	13,511	–	–	0.06%	238
2013 Q2	$359K	Buy	+13,511	New	+$373K	0.07%	250

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shepherd Kaplan Krochuk's PFE Position: Q2 2026 in Review

Shepherd Kaplan Krochuk reduced its Pfizer (PFE) stake by 4.4% in Q2 2026, selling an estimated $37.4K and leaving 30,764 shares worth $741K. The position accounts for 0.59% of the portfolio, ranked #39.

Shepherd Kaplan Krochuk first reported a position in PFE in Q2 2013 and has held it in 21 quarters since. The position peaked at $962K in Q1 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Shepherd Kaplan Krochuk held 30,764 shares of Pfizer worth $741K as of Q2 2026.
Shepherd Kaplan Krochuk sold 1,428 Pfizer shares in Q2 2026, an estimated $37.4K.
Pfizer made up 0.59% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #39 holding.
Shepherd Kaplan Krochuk first reported a position in Pfizer in Q2 2013 and has held it in 21 quarters since.
Shepherd Kaplan Krochuk's Pfizer position peaked at $962K in Q1 2025.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.