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Smallwood Wealth Investment Management’s Pfizer PFE Stock Holding History

Smallwood Wealth Investment 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 		$108K Sell
4,500
-404
-8% -$10.6K 0.05% 132
2026
Q1 		$138K Hold
4,904
– – 0.07% 99
2025
Q4 		$122K Sell
4,904
-200
-4% -$5.04K 0.06% 107
2025
Q3 		$130K Sell
5,104
-500
-9% -$12.3K 0.07% 107
2025
Q2 		$136K Hold
5,604
– – 0.08% 97
2025
Q1 		$142K Buy
+5,604
New +$147K 0.09% 88
2024
Q3 		– Sell
-7,416
Closed -$207K – 74
2024
Q2 		$207K Sell
7,416
-598
-7% -$16.5K 0.16% 65
2024
Q1 		$222K Buy
8,014
+602
+8% +$16.7K 0.17% 62
2023
Q4 		$213K Sell
7,412
-61
-0.8% -$1.84K 0.18% 62
2023
Q3 		$248K Buy
7,473
+502
+7% +$17.8K 0.23% 56
2023
Q2 		$256K Buy
6,971
+558
+9% +$21.7K 0.23% 55
2023
Q1 		$262K Sell
6,413
-411
-6% -$17.8K 0.25% 53
2022
Q4 		$350K Buy
6,824
+18
+0.3% +$863 0.3% 52
2022
Q3 		$298K Buy
6,806
+126
+2% +$6.12K 0.27% 59
2022
Q2 		$350K Sell
6,680
-22
-0.3% -$1.12K 0.35% 47
2022
Q1 		$347K Hold
6,702
– – 0.33% 42
2021
Q4 		$396K Buy
+6,702
New +$332K 0.37% 40

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

Smallwood Wealth Investment Management's PFE Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Pfizer (PFE) stake by 8.2% in Q2 2026, selling an estimated $10.6K and leaving 4,500 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #132.

Smallwood Wealth Investment Management first reported a position in PFE in Q4 2021 and has held it in 17 quarters since. The position peaked at $396K in Q4 2021. 990 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Smallwood Wealth Investment Management held 4,500 shares of Pfizer worth $108K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 404 Pfizer shares in Q2 2026, an estimated $10.6K.
  • Pfizer made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #132 holding.
  • Smallwood Wealth Investment Management first reported a position in Pfizer in Q4 2021 and has held it in 17 quarters since.
  • Smallwood Wealth Investment Management's Pfizer position peaked at $396K in Q4 2021.
  • 990 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.