Slocum, Gordon & Co’s Pfizer PFE Stock Holding History

Slocum, Gordon & Co’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	$2.13M	Sell	88,494 -2,633	-3%	-$68.9K	1.42%	22
2026 Q1	$2.56M	Sell	91,127 -500	-0.5%	-$13.3K	1.74%	20
2025 Q4	$2.28M	Sell	91,627 -10,650	-10%	-$269K	1.65%	21
2025 Q3	$2.61M	Sell	102,277 -450	-0.4%	-$11.1K	2.08%	16
2025 Q2	$2.49M	Sell	102,727 -12,379	-11%	-$289K	2.01%	17
2025 Q1	$2.92M	Hold	115,106	–	–	2.17%	18
2024 Q4	$3.05M	Sell	115,106 -37,006	-24%	-$1M	2.51%	13
2024 Q3	$4.4M	Sell	152,112 -6,561	-4%	-$191K	1.77%	15
2024 Q2	$4.44M	Sell	158,673 -2,955	-2%	-$81.4K	3.3%	11
2024 Q1	$4.49M	Sell	161,628 -265	-0.2%	-$7.35K	3.33%	11
2023 Q4	$4.66M	Sell	161,893 -1,166	-0.7%	-$35.2K	4.09%	8
2023 Q3	$5.41M	Sell	163,059 -4,600	-3%	-$163K	4.71%	7
2023 Q2	$6.15M	Sell	167,659 -4,757	-3%	-$185K	4.46%	8
2023 Q1	$7.03M	Sell	172,416 -33,475	-16%	-$1.45M	5.83%	5
2022 Q4	$10.5M	Buy	+205,891	New	+$9.87M	6.8%	4

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Slocum, Gordon & Co's PFE Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its Pfizer (PFE) stake by 2.9% in Q2 2026, selling an estimated $68.9K and leaving 88,494 shares worth $2.13M. The position accounts for 1.42% of the portfolio, ranked #22.

Slocum, Gordon & Co first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q4 2022. 1,253 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Slocum, Gordon & Co held 88,494 shares of Pfizer worth $2.13M as of Q2 2026.
Slocum, Gordon & Co sold 2,633 Pfizer shares in Q2 2026, an estimated $68.9K.
Pfizer made up 1.42% of Slocum, Gordon & Co's portfolio in Q2 2026, its #22 holding.
Slocum, Gordon & Co first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
Slocum, Gordon & Co's Pfizer position peaked at $10.5M in Q4 2022.
1,253 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.