Welch Group’s Pfizer PFE Stock Holding History

Welch Group’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	$52.8M	Buy	2,194,625 +46,534	+2%	+$1.22M	1.8%	26
2026 Q1	$60.3M	Buy	2,148,091 +165,513	+8%	+$4.41M	2.27%	21
2025 Q4	$49.4M	Sell	1,982,578 -4,336	-0.2%	-$109K	1.9%	24
2025 Q3	$50.6M	Buy	1,986,914 +78,141	+4%	+$1.93M	1.98%	27
2025 Q2	$46.3M	Buy	1,908,773 +81,841	+4%	+$1.91M	1.93%	30
2025 Q1	$46.1M	Buy	1,826,932 +794,076	+77%	+$20.8M	2.03%	29
2024 Q4	$27.3M	Sell	1,032,856 -559,366	-35%	-$15.2M	1.23%	31
2024 Q3	$46.1M	Buy	1,592,222 +32,104	+2%	+$937K	2%	31
2024 Q2	$43.7M	Buy	1,560,118 +67,511	+5%	+$1.86M	2.1%	30
2024 Q1	$41.4M	Buy	1,492,607 +568,302	+61%	+$15.8M	2.05%	30
2023 Q4	$26.6M	Sell	924,305 -55,431	-6%	-$1.68M	1.43%	30
2023 Q3	$32.5M	Buy	979,736 +30,517	+3%	+$1.08M	1.93%	29
2023 Q2	$34.8M	Buy	949,219 +50,693	+6%	+$1.97M	2%	29
2023 Q1	$36.7M	Buy	898,526 +47,028	+6%	+$2.03M	2.13%	28
2022 Q4	$43.6M	Buy	851,498 +16,573	+2%	+$795K	2.5%	23
2022 Q3	$36.5M	Buy	834,925 +24,915	+3%	+$1.21M	2.38%	22
2022 Q2	$42.5M	Buy	810,010 +25,747	+3%	+$1.31M	2.59%	22
2022 Q1	$40.6M	Buy	784,263 +25,293	+3%	+$1.31M	2.32%	23
2021 Q4	$44.8M	Buy	758,970 +27,094	+4%	+$1.34M	2.62%	15
2021 Q3	$31.5M	Buy	731,876 +666,477	+1,019%	+$29.5M	2.13%	31
2021 Q2	$2.56M	Buy	65,399 +229	+0.4%	+$8.9K	0.17%	55
2021 Q1	$2.36M	Buy	65,170 +2,607	+4%	+$92.6K	0.17%	54
2020 Q4	$2.3M	Buy	62,563 +596	+1%	+$21.9K	0.18%	51
2020 Q3	$2.16M	Sell	61,967 -4	-0%	-$140	0.19%	47
2020 Q2	$1.92M	Buy	61,971 +3,826	+7%	+$130K	0.18%	44
2020 Q1	$1.8M	Sell	58,145 -219	-0.4%	-$7.46K	0.19%	42
2019 Q4	$2.17M	Buy	58,364 +524	+0.9%	+$18.7K	0.21%	42
2019 Q3	$1.97M	Buy	57,840 +19	+0%	+$691	0.2%	41
2019 Q2	$2.38M	Sell	57,821 -4,477	-7%	-$178K	0.25%	38
2019 Q1	$2.51M	Buy	62,298 +3,160	+5%	+$127K	0.28%	39
2018 Q4	$2.45M	Buy	59,138 +66	+0.1%	+$2.74K	0.3%	40
2018 Q3	$2.47K	Buy	59,072 +625	+1%	+$24.1K	0.26%	42
2018 Q2	$2.01M	Buy	58,447 +6,551	+13%	+$224K	0.25%	40
2018 Q1	$1.75M	Sell	51,896 -567	-1%	-$19.5K	0.22%	43
2017 Q4	$1.8M	Buy	52,463 +44,482	+557%	+$1.52M	0.28%	42
2017 Q3	$270K	Sell	7,981 -20,396	-72%	-$656K	0.05%	84
2017 Q2	$904K	Buy	28,377 +19,668	+226%	+$620K	0.15%	51
2017 Q1	$283K	Buy	8,709 +564	+7%	+$17.8K	0.05%	74
2016 Q4	$251K	Sell	8,145 -6,042	-43%	-$184K	0.05%	78
2016 Q3	$456K	Buy	14,187 +6,835	+93%	+$229K	0.09%	67
2016 Q2	$246K	Sell	7,352 -1,421	-16%	-$45.4K	0.05%	69
2016 Q1	$247K	Buy	8,773 +123	+1%	+$3.51K	0.04%	89
2015 Q4	$265K	Sell	8,650 -251	-3%	-$7.9K	0.05%	84
2015 Q3	$265K	Sell	8,901 -312	-3%	-$10K	0.05%	83
2015 Q2	$293K	Buy	9,213 +112	+1%	+$3.65K	0.06%	81
2015 Q1	$300	Buy	9,101 +1,643	+22%	+$52.2K	0.06%	77
2014 Q4	$220K	Buy	7,458 +288	+4%	+$8.26K	0.04%	95
2014 Q3	$201K	Buy	7,170 +4	+0.1%	+$112	0.04%	99
2014 Q2	$202K	Buy	7,166 +3	+0%	+$86	0.04%	106
2014 Q1	$218K	Sell	7,163 -253	-3%	-$7.54K	0.05%	88
2013 Q4	$216K	Buy	7,416 +1,446	+24%	+$42.1K	0.05%	92
2013 Q3	$163K	Buy	5,970 +3	+0.1%	+$82	0.04%	108
2013 Q2	$159K	Buy	+5,967	New	+$165K	0.04%	101

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group's PFE Position: Q2 2026 in Review

Welch Group increased its Pfizer (PFE) stake by 2.2% in Q2 2026, buying an estimated $1.22M and bringing the position to 2,194,625 shares worth $52.8M. The position accounts for 1.8% of the portfolio, ranked #26.

Welch Group first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $60.3M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Welch Group held 2,194,625 shares of Pfizer worth $52.8M as of Q2 2026.
Welch Group bought 46,534 Pfizer shares in Q2 2026, an estimated $1.22M.
Pfizer made up 1.8% of Welch Group's portfolio in Q2 2026, its #26 holding.
Welch Group first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
Welch Group's Pfizer position peaked at $60.3M in Q1 2026.
1,162 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.