Slocum, Gordon & Co
PFE icon

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
Q3 		$2.51M Sell
88,011
-483
-0.5% -$12.8K 1.75% 18
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 +$9.9M 6.8% 4

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Slocum, Gordon & Co's PFE Position: Q3 2026 in Review

Slocum, Gordon & Co reduced its Pfizer (PFE) stake by 0.55% in Q3 2026, selling an estimated $12.8K and leaving 88,011 shares worth $2.51M. The position accounts for 1.75% of the portfolio, ranked #18.

Slocum, Gordon & Co first reported a position in PFE in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.5M in Q4 2022. 1,268 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Slocum, Gordon & Co held 88,011 shares of Pfizer worth $2.51M as of Q3 2026.
  • Slocum, Gordon & Co sold 483 Pfizer shares in Q3 2026, an estimated $12.8K.
  • Pfizer made up 1.75% of Slocum, Gordon & Co's portfolio in Q3 2026, its #18 holding.
  • Slocum, Gordon & Co first reported a position in Pfizer in Q4 2022 and has held it in 16 quarters since.
  • Slocum, Gordon & Co's Pfizer position peaked at $10.5M in Q4 2022.
  • 1,268 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.