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Stamos Capital Partners’s Pfizer PFE Stock Holding History

Stamos Capital Partners’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 		$7.16M Buy
297,285
+23,501
+9% +$615K 1.1% 24
2026
Q1 		$7.69M Sell
273,784
-42,526
-13% -$1.13M 1.2% 17
2025
Q4 		$7.88M Buy
316,310
+55,045
+21% +$1.39M 1.27% 15
2025
Q3 		$6.66M Sell
261,265
-89,108
-25% -$2.2M 1.26% 22
2025
Q2 		$8.49M Buy
350,373
+84,745
+32% +$1.98M 1.52% 14
2025
Q1 		$6.73M Sell
265,628
-197,482
-43% -$5.17M 1.76% 8
2024
Q4 		$12.3M Buy
463,110
+126,730
+38% +$3.44M 2.88% 7
2024
Q3 		$9.73M Buy
336,380
+3,470
+1% +$101K 2.29% 7
2024
Q2 		$9.31M Sell
332,910
-25,340
-7% -$698K 1.98% 6
2024
Q1 		$9.94M Sell
358,250
-20,580
-5% -$571K 2.26% 6
2023
Q4 		$10.9M Buy
378,830
+100,200
+36% +$3.03M 2.96% 6
2023
Q3 		$9.24M Buy
278,630
+51,420
+23% +$1.82M 2.06% 9
2023
Q2 		$8.33M Buy
227,210
+26,330
+13% +$1.02M 1.95% 12
2023
Q1 		$8.2M Buy
200,880
+80,140
+66% +$3.46M 2.11% 9
2022
Q4 		$6.19M Sell
120,740
-77,820
-39% -$3.73M 1.96% 14
2022
Q3 		$8.69M Buy
198,560
+40,460
+26% +$1.97M 2.21% 10
2022
Q2 		$8.29M Hold
158,100
– – 2.51% 16
2022
Q1 		$8.19M Buy
158,100
+57,000
+56% +$2.96M 2.73% 12
2021
Q4 		$5.97M Sell
101,100
-800
-0.8% -$39.6K 2.77% 15
2021
Q3 		$4.38M Hold
101,900
– – 2.45% 21
2021
Q2 		$3.99M Sell
101,900
-16,100
-14% -$626K 2.1% 23
2021
Q1 		$4.28M Buy
+118,000
New +$4.19M 2.16% 21
2020
Q1 		– Sell
-13,544
Closed -$503K – 88
2019
Q4 		$503K Buy
+13,544
New +$482K 0.41% 36

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stamos Capital Partners's PFE Position: Q2 2026 in Review

Stamos Capital Partners increased its Pfizer (PFE) stake by 8.6% in Q2 2026, buying an estimated $615K and bringing the position to 297,285 shares worth $7.16M. The position accounts for 1.1% of the portfolio, ranked #24.

Stamos Capital Partners first reported a position in PFE in Q4 2019 and has held it in 23 quarters since. The position peaked at $12.3M in Q4 2024. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Stamos Capital Partners held 297,285 shares of Pfizer worth $7.16M as of Q2 2026.
  • Stamos Capital Partners bought 23,501 Pfizer shares in Q2 2026, an estimated $615K.
  • Pfizer made up 1.1% of Stamos Capital Partners's portfolio in Q2 2026, its #24 holding.
  • Stamos Capital Partners first reported a position in Pfizer in Q4 2019 and has held it in 23 quarters since.
  • Stamos Capital Partners's Pfizer position peaked at $12.3M in Q4 2024.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.