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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
2018
Q2 		– Sell
-21,080
Closed -$710K – 245
2018
Q1 		$710K Buy
+21,080
New +$725K 0.43% 69

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
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. 2,841 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.
  • 2,841 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.