AAS
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Annex Advisory Services’s Pfizer PFE Stock Holding History

Annex Advisory Services’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 		– Sell
-6,907
Closed -$194K – 386
2026
Q1 		$194K Sell
6,907
-1,690
-20% -$45K ﹤0.01% 368
2025
Q4 		$214K Buy
+8,597
New +$217K ﹤0.01% 343
2024
Q2 		– Sell
-11,005
Closed -$305K – 301
2024
Q1 		$305K Buy
11,005
+2,528
+30% +$70.1K 0.01% 225
2023
Q4 		$244K Sell
8,477
-5,032
-37% -$152K 0.01% 232
2023
Q3 		$448K Buy
13,509
+81
+0.6% +$2.86K 0.03% 155
2023
Q2 		$493K Sell
13,428
-495
-4% -$19.3K 0.03% 147
2023
Q1 		$568K Sell
13,923
-99
-0.7% -$4.28K 0.03% 130
2022
Q4 		$719K Buy
14,022
+549
+4% +$26.3K 0.04% 130
2022
Q3 		$590K Sell
13,473
-1,407
-9% -$68.4K 0.04% 136
2022
Q2 		$780K Buy
14,880
+4,601
+45% +$234K 0.06% 138
2022
Q1 		$532K Buy
10,279
+1,966
+24% +$102K 0.04% 149
2021
Q4 		$491K Buy
8,313
+1,251
+18% +$62K 0.03% 156
2021
Q3 		$304K Sell
7,062
-794
-10% -$35.2K 0.02% 168
2021
Q2 		$307K Buy
7,856
+967
+14% +$37.6K 0.02% 177
2021
Q1 		$250K Sell
6,889
-181
-3% -$6.43K 0.02% 172
2020
Q4 		$260K Buy
7,070
+627
+10% +$23K 0.03% 161
2020
Q3 		$224K Buy
+6,443
New +$226K 0.03% 126
2020
Q2 		– Sell
-36,664
Closed -$1.14M – 132
2020
Q1 		$1.14M Buy
36,664
+4,501
+14% +$153K 0.16% 64
2019
Q4 		$1.2M Sell
32,163
-24,913
-44% -$887K 0.14% 66
2019
Q3 		$1.95M Buy
57,076
+2,495
+5% +$90.7K 0.26% 48
2019
Q2 		$2.24M Buy
54,581
+402
+0.7% +$16K 0.32% 37
2019
Q1 		$2.18M Sell
54,179
-1,057
-2% -$42.3K 0.33% 34
2018
Q4 		$2.29M Buy
55,236
+4,704
+9% +$195K 0.36% 33
2018
Q3 		$2.11M Buy
50,532
+3,614
+8% +$139K 0.33% 39
2018
Q2 		$1.61M Buy
46,918
+2,411
+5% +$82.4K 0.28% 43
2018
Q1 		$1.5M Buy
44,507
+2,979
+7% +$102K 0.27% 42
2017
Q4 		$1.43M Buy
41,528
+3,345
+9% +$114K 0.27% 39
2017
Q3 		$1.29M Buy
38,183
+1,096
+3% +$35.2K 0.26% 36
2017
Q2 		$1.18M Buy
37,087
+3,769
+11% +$119K 0.26% 32
2017
Q1 		$1.08M Buy
33,318
+1,944
+6% +$61.3K 0.27% 30
2016
Q4 		$967K Buy
31,374
+2,417
+8% +$73.8K 0.23% 36
2016
Q3 		$931K Buy
28,957
+678
+2% +$22.7K 0.24% 29
2016
Q2 		$945K Sell
28,279
-203
-0.7% -$6.48K 0.26% 29
2016
Q1 		$801K Buy
28,482
+79
+0.3% +$2.26K 0.23% 34
2015
Q4 		$870K Buy
28,403
+3,938
+16% +$124K 0.25% 26
2015
Q3 		$729K Buy
24,465
+4,824
+25% +$155K 0.24% 25
2015
Q2 		$625K Buy
19,641
+2,972
+18% +$96.9K 0.2% 34
2015
Q1 		$550K Buy
16,669
+3,224
+24% +$102K 0.18% 34
2014
Q4 		$397K Buy
13,445
+2,924
+28% +$83.8K 0.12% 49
2014
Q3 		$295K Buy
10,521
+1,264
+14% +$35.5K 0.1% 61
2014
Q2 		$261K Buy
9,257
+572
+7% +$16.3K 0.09% 62
2014
Q1 		$265K Buy
8,685
+1,440
+20% +$42.9K 0.1% 60
2013
Q4 		$211K Sell
7,245
-940
-11% -$27.4K 0.08% 83
2013
Q3 		$223K Buy
+8,185
New +$223K 0.1% 83

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Annex Advisory Services's PFE Position: Q2 2026 in Review

Annex Advisory Services sold out of Pfizer (PFE) in Q2 2026, closing a stake of 6,907 shares — an estimated $194K sold.

Annex Advisory Services first reported a position in PFE in Q3 2013 and held it in 44 quarters. The position peaked at $2.29M in Q4 2018. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Annex Advisory Services reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 6,907 Pfizer shares in Q2 2026, an estimated $194K.
  • Annex Advisory Services first reported a position in Pfizer in Q3 2013 and held it in 44 quarters.
  • Annex Advisory Services's Pfizer position peaked at $2.29M in Q4 2018.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.