Welch & Forbes’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.21M | Sell |
341,080
-5,504
| -2% | -$144K | 0.1% | 107 |
|
|
2026
Q1 | $9.73M | Sell |
346,584
-9,079
| -3% | -$242K | 0.13% | 96 |
|
|
2025
Q4 | $8.86M | Sell |
355,663
-9,955
| -3% | -$251K | 0.11% | 98 |
|
|
2025
Q3 | $9.32M | Sell |
365,618
-10,211
| -3% | -$252K | 0.11% | 96 |
|
|
2025
Q2 | $9.11M | Sell |
375,829
-41,228
| -10% | -$961K | 0.11% | 100 |
|
|
2025
Q1 | $10.6M | Sell |
417,057
-8,661
| -2% | -$227K | 0.14% | 96 |
|
|
2024
Q4 | $11.3M | Sell |
425,718
-30,472
| -7% | -$827K | 0.15% | 94 |
|
|
2024
Q3 | $13.2M | Sell |
456,190
-9,775
| -2% | -$285K | 0.17% | 92 |
|
|
2024
Q2 | $12.9M | Sell |
465,965
-5,637
| -1% | -$155K | 0.17% | 89 |
|
|
2024
Q1 | $13.1M | Sell |
471,602
-33,962
| -7% | -$942K | 0.18% | 91 |
|
|
2023
Q4 | $14.6M | Sell |
505,564
-55,677
| -10% | -$1.68M | 0.22% | 86 |
|
|
2023
Q3 | $18.6M | Sell |
561,241
-13,361
| -2% | -$472K | 0.31% | 78 |
|
|
2023
Q2 | $21.1M | Sell |
574,602
-5,909
| -1% | -$230K | 0.33% | 75 |
|
|
2023
Q1 | $23.7M | Sell |
580,511
-3,615
| -0.6% | -$156K | 0.4% | 65 |
|
|
2022
Q4 | $29.9M | Buy |
584,126
+4,451
| +0.8% | +$213K | 0.54% | 53 |
|
|
2022
Q3 | $25.4M | Sell |
579,675
-3,994
| -0.7% | -$194K | 0.5% | 53 |
|
|
2022
Q2 | $30.6M | Sell |
583,669
-10,155
| -2% | -$517K | 0.56% | 52 |
|
|
2022
Q1 | $30.7M | Sell |
593,824
-44,784
| -7% | -$2.32M | 0.48% | 57 |
|
|
2021
Q4 | $37.7M | Sell |
638,608
-1,388
| -0.2% | -$68.8K | 0.56% | 48 |
|
|
2021
Q3 | $27.5M | Sell |
639,996
-2,575
| -0.4% | -$114K | 0.46% | 59 |
|
|
2021
Q2 | $25.2M | Sell |
642,571
-337
| -0.1% | -$13.1K | 0.43% | 64 |
|
|
2021
Q1 | $23.3M | Sell |
642,908
-7,192
| -1% | -$255K | 0.43% | 63 |
|
|
2020
Q4 | $23.9M | Sell |
650,100
-180,650
| -22% | -$6.63M | 0.47% | 58 |
|
|
2020
Q3 | $28.9M | Sell |
830,750
-11,171
| -1% | -$392K | 0.62% | 47 |
|
|
2020
Q2 | $26.1M | Sell |
841,921
-26,245
| -3% | -$892K | 0.61% | 50 |
|
|
2020
Q1 | $26.9M | Sell |
868,166
-53,532
| -6% | -$1.82M | 0.75% | 40 |
|
|
2019
Q4 | $34.3M | Sell |
921,698
-12,125
| -1% | -$432K | 0.76% | 42 |
|
|
2019
Q3 | $31.8M | Sell |
933,823
-14,314
| -2% | -$521K | 0.76% | 43 |
|
|
2019
Q2 | $39M | Sell |
948,137
-10,031
| -1% | -$398K | 0.95% | 33 |
|
|
2019
Q1 | $38.6M | Sell |
958,168
-17,632
| -2% | -$706K | 0.97% | 32 |
|
|
2018
Q4 | $40.4M | Sell |
975,800
-13,374
| -1% | -$555K | 1.14% | 27 |
|
|
2018
Q3 | $41.4M | Sell |
989,174
-22,733
| -2% | -$875K | 0.99% | 33 |
|
|
2018
Q2 | $34.8M | Sell |
1,011,907
-13,998
| -1% | -$478K | 0.9% | 39 |
|
|
2018
Q1 | $34.5M | Sell |
1,025,905
-3,047
| -0.3% | -$105K | 0.89% | 38 |
|
|
2017
Q4 | $35.4M | Sell |
1,028,952
-18,214
| -2% | -$621K | 0.94% | 35 |
|
|
2017
Q3 | $35.5M | Sell |
1,047,166
-21,099
| -2% | -$678K | 0.93% | 39 |
|
|
2017
Q2 | $34M | Sell |
1,068,265
-16,423
| -2% | -$518K | 0.95% | 32 |
|
|
2017
Q1 | $35.2M | Sell |
1,084,688
-1,257
| -0.1% | -$39.6K | 1.01% | 28 |
|
|
2016
Q4 | $33.5M | Sell |
1,085,945
-879
| -0.1% | -$26.8K | 1% | 31 |
|
|
2016
Q3 | $34.9M | Sell |
1,086,824
-13,188
| -1% | -$441K | 1.21% | 24 |
|
|
2016
Q2 | $36.7M | Sell |
1,100,012
-310
| -0% | -$9.89K | 1.12% | 26 |
|
|
2016
Q1 | $30.9M | Sell |
1,100,322
-21,962
| -2% | -$627K | 0.96% | 28 |
|
|
2015
Q4 | $34.4M | Buy |
1,122,284
+6,023
| +0.5% | +$189K | 1.1% | 26 |
|
|
2015
Q3 | $33.3M | Sell |
1,116,261
-11,121
| -1% | -$357K | 1.11% | 27 |
|
|
2015
Q2 | $35.9M | Sell |
1,127,382
-22,515
| -2% | -$734K | 1.12% | 28 |
|
|
2015
Q1 | $38M | Sell |
1,149,897
-7,022
| -0.6% | -$223K | 1.14% | 28 |
|
|
2014
Q4 | $34.2M | Sell |
1,156,919
-15,313
| -1% | -$439K | 1% | 35 |
|
|
2014
Q3 | $32.9M | Sell |
1,172,232
-2,201
| -0.2% | -$61.8K | 1% | 36 |
|
|
2014
Q2 | $33.1M | Buy |
1,174,433
+3,643
| +0.3% | +$104K | 1.04% | 32 |
|
|
2014
Q1 | $35.7M | Sell |
1,170,790
-21,826
| -2% | -$651K | 1.13% | 29 |
|
|
2013
Q4 | $34.7M | Sell |
1,192,616
-11,800
| -1% | -$343K | 1.1% | 32 |
|
|
2013
Q3 | $32.8M | Buy |
1,204,416
+1,305
| +0.1% | +$35.5K | 1.1% | 32 |
|
|
2013
Q2 | $32M | Buy |
+1,203,111
| New | +$33.2M | 1.14% | 30 |
|
Other funds holding PFE
Welch & Forbes's PFE Position: Q2 2026 in Review
Welch & Forbes reduced its Pfizer (PFE) stake by 1.6% in Q2 2026, selling an estimated $144K and leaving 341,080 shares worth $8.21M. The position accounts for 0.1% of the portfolio, ranked #107.
Welch & Forbes first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.4M in Q3 2018. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Welch & Forbes held 341,080 shares of Pfizer worth $8.21M as of Q2 2026.
- Welch & Forbes sold 5,504 Pfizer shares in Q2 2026, an estimated $144K.
- Pfizer made up 0.1% of Welch & Forbes's portfolio in Q2 2026, its #107 holding.
- Welch & Forbes first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- Welch & Forbes's Pfizer position peaked at $41.4M in Q3 2018.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.