Stoneridge Investment Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-30,457
| Closed | -$758K | – | 144 |
|
|
2025
Q4 | $758K | Buy |
+30,457
| New | +$768K | 0.53% | 49 |
|
|
2024
Q2 | – | Sell |
-238,671
| Closed | -$6.62M | – | 146 |
|
|
2024
Q1 | $6.62M | Buy |
238,671
+15,801
| +7% | +$438K | 2.52% | 7 |
|
|
2023
Q4 | $6.42M | Buy |
222,870
+132,761
| +147% | +$4.01M | 2.7% | 6 |
|
|
2023
Q3 | $2.99M | Buy |
+90,109
| New | +$3.19M | 1.41% | 22 |
|
|
2022
Q4 | – | Sell |
-18,875
| Closed | -$826K | – | 104 |
|
|
2022
Q3 | $826K | Hold |
18,875
| – | – | 0.49% | 59 |
|
|
2022
Q2 | $990K | Hold |
18,875
| – | – | 0.55% | 57 |
|
|
2022
Q1 | $977K | Buy |
+18,875
| New | +$979K | 0.46% | 55 |
|
|
2020
Q4 | – | Sell |
-49,613
| Closed | -$1.73M | – | 122 |
|
|
2020
Q3 | $1.73M | Sell |
49,613
-145,096
| -75% | -$5.09M | 1.14% | 28 |
|
|
2020
Q2 | $6.04M | Buy |
194,709
+121,001
| +164% | +$4.11M | 2.54% | 8 |
|
|
2020
Q1 | $2.28M | Buy |
73,708
+61,684
| +513% | +$2.1M | 1.03% | 33 |
|
|
2019
Q4 | $447K | Hold |
12,024
| – | – | 0.15% | 118 |
|
|
2019
Q3 | $410K | Buy |
+12,024
| New | +$437K | 0.15% | 116 |
|
|
2018
Q3 | – | Sell |
-9,846
| Closed | -$339K | – | 137 |
|
|
2018
Q2 | $339K | Sell |
9,846
-119,446
| -92% | -$4.08M | 0.07% | 107 |
|
|
2018
Q1 | $4.35M | Buy |
+129,292
| New | +$4.44M | 0.73% | 55 |
|
|
2017
Q4 | – | Sell |
-10,767
| Closed | -$365K | – | 250 |
|
|
2017
Q3 | $365K | Hold |
10,767
| – | – | 0.06% | 158 |
|
|
2017
Q2 | $343K | Buy |
+10,767
| New | +$340K | 0.05% | 191 |
|
|
2016
Q4 | – | Sell |
-41,145
| Closed | -$1.32M | – | 328 |
|
|
2016
Q3 | $1.32M | Buy |
41,145
+27,880
| +210% | +$932K | 0.19% | 156 |
|
|
2016
Q2 | $443K | Buy |
13,265
+5,861
| +79% | +$187K | 0.07% | 217 |
|
|
2016
Q1 | $208K | Hold |
7,404
| – | – | 0.03% | 262 |
|
|
2015
Q4 | $227K | Hold |
7,404
| – | – | 0.03% | 256 |
|
|
2015
Q3 | $221K | Hold |
7,404
| – | – | 0.03% | 256 |
|
|
2015
Q2 | $236K | Sell |
7,404
-93,999
| -93% | -$3.06M | 0.03% | 251 |
|
|
2015
Q1 | $3.35M | Sell |
101,403
-69,097
| -41% | -$2.2M | 0.39% | 80 |
|
|
2014
Q4 | $5.04M | Sell |
170,500
-18,686
| -10% | -$536K | 0.66% | 45 |
|
|
2014
Q3 | $5.31M | Sell |
189,186
-131,968
| -41% | -$3.7M | 0.79% | 31 |
|
|
2014
Q2 | $9.04M | Buy |
321,154
+110,623
| +53% | +$3.15M | 1.35% | 14 |
|
|
2014
Q1 | $6.42M | Sell |
210,531
-51,268
| -20% | -$1.53M | 1.24% | 30 |
|
|
2013
Q4 | $7.61M | Buy |
261,799
+9,697
| +4% | +$282K | 1.46% | 17 |
|
|
2013
Q3 | $6.87M | Buy |
252,102
+66,175
| +36% | +$1.8M | 1.5% | 17 |
|
|
2013
Q2 | $4.94M | Buy |
+185,927
| New | +$5.14M | 1.15% | 28 |
|
Other funds holding PFE
VCM
VPM
Stoneridge Investment Partners's PFE Position: Q1 2026 in Review
Stoneridge Investment Partners sold out of Pfizer (PFE) in Q1 2026, closing a stake of 30,457 shares — an estimated $758K sold.
Stoneridge Investment Partners first reported a position in PFE in Q2 2013 and held it in 30 quarters. The position peaked at $9.04M in Q2 2014. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Stoneridge Investment Partners reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
- Stoneridge Investment Partners sold 30,457 Pfizer shares in Q1 2026, an estimated $758K.
- Stoneridge Investment Partners first reported a position in Pfizer in Q2 2013 and held it in 30 quarters.
- Stoneridge Investment Partners's Pfizer position peaked at $9.04M in Q2 2014.
- 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.