Alan B. Lancz & Associates’s Pfizer PFE Stock Holding History

Alan B. Lancz & Associates’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	$318K	Hold	13,194	–	–	0.28%	93
2026 Q1	$370K	Sell	13,194 -1,300	-9%	-$34.6K	0.36%	77
2025 Q4	$361K	Sell	14,494 -900	-6%	-$22.7K	0.32%	79
2025 Q3	$392K	Sell	15,394 -960	-6%	-$23.7K	0.35%	77
2025 Q2	$396K	Sell	16,354 -131	-0.8%	-$3.06K	0.4%	65
2025 Q1	$418K	Hold	16,485	–	–	0.45%	59
2024 Q4	$437K	Sell	16,485 -1,570	-9%	-$42.6K	0.44%	58
2024 Q3	$523K	Hold	18,055	–	–	0.48%	53
2024 Q2	$505K	Buy	+18,055	New	+$497K	0.5%	48
2023 Q4	$553K	Sell	19,205 -2,250	-10%	-$68K	0.58%	38
2023 Q3	$712K	Sell	21,455 -1,300	-6%	-$46K	0.81%	30
2023 Q2	$835K	Hold	22,755	–	–	0.89%	27
2023 Q1	$928K	Buy	22,755 +131	+0.6%	+$5.66K	0.96%	20
2022 Q4	$1.08M	Hold	22,624	–	–	1.09%	18
2022 Q3	$990K	Sell	22,624 -50	-0.2%	-$2.43K	1.17%	19
2022 Q2	$1.15M	Sell	22,674 -2,157	-9%	-$110K	1.13%	19
2022 Q1	$1.29M	Sell	24,831 -2,100	-8%	-$109K	1.14%	18
2021 Q4	$1.59M	Buy	+26,931	New	+$1.33M	1.39%	15

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

Alan B. Lancz & Associates's PFE Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Pfizer (PFE) position steady in Q2 2026 at 13,194 shares worth $318K. The position accounts for 0.28% of the portfolio, ranked #93.

Alan B. Lancz & Associates first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.59M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Alan B. Lancz & Associates held 13,194 shares of Pfizer worth $318K as of Q2 2026.
Alan B. Lancz & Associates left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.28% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #93 holding.
Alan B. Lancz & Associates first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's Pfizer position peaked at $1.59M in Q4 2021.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.