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Shulman DeMeo Asset Management’s Pfizer PFE Stock Holding History

Shulman DeMeo Asset Management’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 		$392K Sell
16,281
-327
-2% -$8.55K 0.07% 93
2026
Q1 		$466K Buy
16,608
+94
+0.6% +$2.5K 0.1% 73
2025
Q4 		$411K Sell
16,514
-122
-0.7% -$3.08K 0.09% 74
2025
Q3 		$424K Buy
16,636
+79
+0.5% +$1.95K 0.1% 78
2025
Q2 		$401K Sell
16,557
-443
-3% -$10.3K 0.1% 74
2025
Q1 		$431K Buy
17,000
+126
+0.7% +$3.3K 0.12% 67
2024
Q4 		$448K Sell
16,874
-5,130
-23% -$139K 0.12% 67
2024
Q3 		$637K Sell
22,004
-3,209
-13% -$93.6K 0.16% 52
2024
Q2 		$705K Sell
25,213
-5,031
-17% -$139K 0.18% 45
2024
Q1 		$839K Buy
30,244
+172
+0.6% +$4.77K 0.22% 37
2023
Q4 		$866K Sell
30,072
-1,940
-6% -$58.6K 0.25% 35
2023
Q3 		$1.06M Sell
32,012
-129
-0.4% -$4.56K 0.35% 27
2023
Q2 		$1.18M Sell
32,141
-237
-0.7% -$9.22K 0.35% 27
2023
Q1 		$1.32M Sell
32,378
-6
-0% -$259 0.41% 19
2022
Q4 		$1.66M Buy
32,384
+28
+0.1% +$1.34K 0.55% 17
2022
Q3 		$1.42M Sell
32,356
-326
-1% -$15.8K 0.5% 18
2022
Q2 		$1.71M Buy
32,682
+494
+2% +$25.2K 0.57% 14
2022
Q1 		$1.67M Sell
32,188
-1,048
-3% -$54.4K 0.46% 20
2021
Q4 		$1.96M Buy
33,236
+1,152
+4% +$57.1K 0.51% 17
2021
Q3 		$1.38M Buy
+32,084
New +$1.42M 1.2% 15
2021
Q2 		– Sell
-32,207
Closed -$1.17M – 122
2021
Q1 		$1.17M Buy
32,207
+2,002
+7% +$71.1K 0.32% 37
2020
Q4 		$1.11M Buy
30,205
+1,005
+3% +$36.9K 0.32% 37
2020
Q3 		$1.02M Buy
29,200
+1,060
+4% +$37.2K 0.34% 35
2020
Q2 		$873K Buy
28,140
+353
+1% +$12K 0.34% 34
2020
Q1 		$860K Buy
27,787
+1,847
+7% +$62.9K 0.4% 31
2019
Q4 		$964K Sell
25,940
-2,205
-8% -$78.5K 0.33% 36
2019
Q3 		$959K Buy
28,145
+2,064
+8% +$75.1K 0.32% 38
2019
Q2 		$1.07M Buy
26,081
+5,271
+25% +$209K 0.4% 29
2019
Q1 		$839K Buy
+20,810
New +$833K 0.32% 34

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

Shulman DeMeo Asset Management's PFE Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Pfizer (PFE) stake by 2% in Q2 2026, selling an estimated $8.55K and leaving 16,281 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #93.

Shulman DeMeo Asset Management first reported a position in PFE in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.96M in Q4 2021. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Shulman DeMeo Asset Management held 16,281 shares of Pfizer worth $392K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 327 Pfizer shares in Q2 2026, an estimated $8.55K.
  • Pfizer made up 0.07% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #93 holding.
  • Shulman DeMeo Asset Management first reported a position in Pfizer in Q1 2019 and has held it in 29 quarters since.
  • Shulman DeMeo Asset Management's Pfizer position peaked at $1.96M in Q4 2021.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.