SWS Partners’s Pfizer PFE Stock Holding History

SWS 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	$2.22M	Buy	92,241 +14,932	+19%	+$391K	0.48%	71
2026 Q1	$2.17M	Buy	77,309 +10,072	+15%	+$268K	0.54%	66
2025 Q4	$1.67M	Sell	67,237 -11,865	-15%	-$299K	0.4%	82
2025 Q3	$2.02M	Buy	79,102 +3,989	+5%	+$98.5K	0.49%	72
2025 Q2	$1.82M	Sell	75,113 -5,803	-7%	-$135K	0.49%	73
2025 Q1	$2.05M	Buy	80,916 +2,060	+3%	+$53.9K	0.67%	55
2024 Q4	$2.09M	Sell	78,856 -14	-0%	-$380	0.63%	59
2024 Q3	$2.28M	Sell	78,870 -11,756	-13%	-$343K	0.73%	55
2024 Q2	$2.53M	Sell	90,626 -4,957	-5%	-$136K	0.76%	50
2024 Q1	$2.65M	Buy	95,583 +9,735	+11%	+$270K	0.79%	45
2023 Q4	$2.47M	Buy	85,848 +16,745	+24%	+$506K	0.81%	51
2023 Q3	$2.29M	Sell	69,103 -222	-0.3%	-$7.85K	0.85%	47
2023 Q2	$2.54M	Buy	69,325 +8,594	+14%	+$335K	0.92%	40
2023 Q1	$2.48M	Buy	+60,731	New	+$2.62M	0.92%	36
2022 Q2	–	Sell	-1,000	Closed	-$52K	–	107
2022 Q1	$52K	Buy	+1,000	New	+$51.9K	0.03%	84
2018 Q2	–	Sell	-2,127	Closed	-$71K	–	249
2018 Q1	$71K	Sell	2,127 -656	-24%	-$22.6K	0.05%	115
2017 Q4	$96K	Buy	+2,783	New	+$94.9K	0.07%	93

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SWS Partners's PFE Position: Q2 2026 in Review

SWS Partners increased its Pfizer (PFE) stake by 19% in Q2 2026, buying an estimated $391K and bringing the position to 92,241 shares worth $2.22M. The position accounts for 0.48% of the portfolio, ranked #71.

SWS Partners first reported a position in PFE in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.65M in Q1 2024. 2,836 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

SWS Partners held 92,241 shares of Pfizer worth $2.22M as of Q2 2026.
SWS Partners bought 14,932 Pfizer shares in Q2 2026, an estimated $391K.
Pfizer made up 0.48% of SWS Partners's portfolio in Q2 2026, its #71 holding.
SWS Partners first reported a position in Pfizer in Q4 2017 and has held it in 17 quarters since.
SWS Partners's Pfizer position peaked at $2.65M in Q1 2024.
2,836 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.