SAMC
PFE icon

Spectrum Asset Management (California)’s Pfizer PFE Stock Holding History

Spectrum Asset Management (California)’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
2024
Q4 		– Hold
0
– -$10.8K – 104
2024
Q3 		– Hold
0
– – – 96
2024
Q2 		– Hold
0
– – – 93
2024
Q1 		– Hold
0
– – – 99

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Spectrum Asset Management (California)'s PFE Position: Q2 2026 in Review

Spectrum Asset Management (California) increased its Pfizer (PFE) stake by 1.5% in Q2 2026, buying an estimated $7.53K and bringing the position to 18,885 shares worth $455K. The position accounts for 0.13% of the portfolio, ranked #86.

Spectrum Asset Management (California) first reported a position in PFE in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.22M in Q3 2018. 1,698 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Spectrum Asset Management (California) held 18,885 shares of Pfizer worth $455K as of Q2 2026.
  • Spectrum Asset Management (California) bought 288 Pfizer shares in Q2 2026, an estimated $7.53K.
  • Pfizer made up 0.13% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #86 holding.
  • Spectrum Asset Management (California) first reported a position in Pfizer in Q4 2014 and has held it in 46 quarters since.
  • Spectrum Asset Management (California)'s Pfizer position peaked at $2.22M in Q3 2018.
  • 1,698 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.