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Allied Investment Advisors’s Pfizer PFE Stock Holding History

Allied Investment Advisors’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 		$10.8M Buy
449,358
+45,233
+11% +$1.18M 1.36% 40
2026
Q1 		$11.3M Buy
404,125
+32,862
+9% +$875K 1.63% 33
2025
Q4 		$9.24M Buy
371,263
+13,216
+4% +$333K 1.43% 34
2025
Q3 		$9.12M Buy
358,047
+27,320
+8% +$674K 1.45% 35
2025
Q2 		$8.02M Buy
330,727
+26,843
+9% +$626K 1.4% 36
2025
Q1 		$7.7M Buy
303,884
+41,147
+16% +$1.08M 1.46% 35
2024
Q4 		$6.97M Buy
262,737
+3,534
+1% +$95.9K 1.4% 35
2024
Q3 		$7.5M Buy
259,203
+9,223
+4% +$269K 1.49% 35
2024
Q2 		$6.99M Buy
249,980
+22,733
+10% +$626K 1.64% 34
2024
Q1 		$6.31M Buy
227,247
+44,351
+24% +$1.23M 1.52% 33
2023
Q4 		$5.27M Buy
182,896
+8,121
+5% +$245K 1.43% 33
2023
Q3 		$5.8M Buy
174,775
+10,723
+7% +$379K 1.73% 31
2023
Q2 		$6.02M Buy
164,052
+7,404
+5% +$288K 1.74% 33
2023
Q1 		$6.39M Buy
156,648
+6,618
+4% +$286K 1.98% 32
2022
Q4 		$7.69M Buy
150,030
+2,908
+2% +$139K 2.4% 19
2022
Q3 		$6.44M Buy
147,122
+3,795
+3% +$184K 2.4% 22
2022
Q2 		$7.51M Buy
143,327
+415
+0.3% +$21.1K 2.7% 11
2022
Q1 		$7.4M Buy
142,912
+6,052
+4% +$314K 2.41% 20
2021
Q4 		$8.08M Buy
136,860
+3,933
+3% +$195K 2.77% 10
2021
Q3 		$5.72M Buy
132,927
+2,717
+2% +$120K 2.16% 26
2021
Q2 		$5.1M Buy
+130,210
New +$5.06M 1.92% 31
2018
Q2 		– Sell
-6,203
Closed -$209K – 48
2018
Q1 		$209K Sell
6,203
-135
-2% -$4.64K 0.17% 46
2017
Q4 		$218K Buy
+6,338
New +$216K 0.18% 44

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allied Investment Advisors's PFE Position: Q2 2026 in Review

Allied Investment Advisors increased its Pfizer (PFE) stake by 11% in Q2 2026, buying an estimated $1.18M and bringing the position to 449,358 shares worth $10.8M. The position accounts for 1.36% of the portfolio, ranked #40.

Allied Investment Advisors first reported a position in PFE in Q4 2017 and has held it in 23 quarters since. The position peaked at $11.3M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Allied Investment Advisors held 449,358 shares of Pfizer worth $10.8M as of Q2 2026.
  • Allied Investment Advisors bought 45,233 Pfizer shares in Q2 2026, an estimated $1.18M.
  • Pfizer made up 1.36% of Allied Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Allied Investment Advisors first reported a position in Pfizer in Q4 2017 and has held it in 23 quarters since.
  • Allied Investment Advisors's Pfizer position peaked at $11.3M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.