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Avalon Trust’s Pfizer PFE Stock Holding History

Avalon Trust’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 		$23.3K Sell
967
-1,000
-51% -$26.2K ﹤0.01% 357
2026
Q1 		$55.2K Buy
1,967
+1,000
+103% +$26.6K ﹤0.01% 270
2025
Q4 		$24.1K Sell
967
-81
-8% -$2.04K ﹤0.01% 344
2025
Q3 		$26.7K Sell
1,048
-125
-11% -$3.08K ﹤0.01% 375
2025
Q2 		$28.4K Sell
1,173
-426
-27% -$9.94K ﹤0.01% 303
2025
Q1 		$40.5K Buy
1,599
+426
+36% +$11.1K ﹤0.01% 274
2024
Q4 		$31.1K Hold
1,173
– – ﹤0.01% 268
2024
Q3 		$33.9K Sell
1,173
-800
-41% -$23.3K ﹤0.01% 242
2024
Q2 		$55.2K Sell
1,973
-2,545
-56% -$70.1K ﹤0.01% 202
2024
Q1 		$125K Hold
4,518
– – 0.01% 160
2023
Q4 		$130K Sell
4,518
-210
-4% -$6.35K 0.01% 146
2023
Q3 		$157K Sell
4,728
-3,492
-42% -$123K 0.02% 129
2023
Q2 		$302K Sell
8,220
-572
-7% -$22.3K 0.03% 101
2023
Q1 		$359K Buy
+8,792
New +$380K 0.04% 95

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

Avalon Trust's PFE Position: Q2 2026 in Review

Avalon Trust reduced its Pfizer (PFE) stake by 51% in Q2 2026, selling an estimated $26.2K and leaving 967 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Avalon Trust first reported a position in PFE in Q1 2023 and has held it in 14 quarters since. The position peaked at $359K in Q1 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Avalon Trust held 967 shares of Pfizer worth $23.3K as of Q2 2026.
  • Avalon Trust sold 1,000 Pfizer shares in Q2 2026, an estimated $26.2K.
  • Pfizer made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #357 holding.
  • Avalon Trust first reported a position in Pfizer in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's Pfizer position peaked at $359K in Q1 2023.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.