Avior Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $659K | Sell |
27,357
-12,558
| -31% | -$328K | 0.02% | 452 |
|
|
2026
Q1 | $1.12M | Sell |
39,915
-7,927
| -17% | -$211K | 0.03% | 329 |
|
|
2025
Q4 | $1.19M | Buy |
47,842
+13,557
| +40% | +$342K | 0.04% | 280 |
|
|
2025
Q3 | $874K | Sell |
34,285
-180
| -0.5% | -$4.44K | 0.03% | 326 |
|
|
2025
Q2 | $835K | Sell |
34,465
-11,749
| -25% | -$274K | 0.03% | 325 |
|
|
2025
Q1 | $1.17M | Sell |
46,214
-1,685
| -4% | -$44.1K | 0.04% | 241 |
|
|
2024
Q4 | $1.27M | Sell |
47,899
-4,278
| -8% | -$116K | 0.05% | 241 |
|
|
2024
Q3 | $1.51M | Buy |
52,177
+798
| +2% | +$23.3K | 0.06% | 211 |
|
|
2024
Q2 | $1.44M | Sell |
51,379
-4,498
| -8% | -$124K | 0.06% | 205 |
|
|
2024
Q1 | $1.55M | Buy |
55,877
+15,593
| +39% | +$433K | 0.07% | 200 |
|
|
2023
Q4 | $1.16M | Sell |
40,284
-2,057
| -5% | -$62.2K | 0.07% | 185 |
|
|
2023
Q3 | $1.4M | Buy |
42,341
+3,367
| +9% | +$119K | 0.1% | 147 |
|
|
2023
Q2 | $1.43M | Sell |
38,974
-3,020
| -7% | -$118K | 0.09% | 153 |
|
|
2023
Q1 | $1.71M | Buy |
41,994
+9,776
| +30% | +$422K | 0.12% | 137 |
|
|
2022
Q4 | $1.65M | Sell |
32,218
-3,263
| -9% | -$156K | 0.12% | 133 |
|
|
2022
Q3 | $1.55M | Buy |
35,481
+1,109
| +3% | +$53.9K | 0.13% | 122 |
|
|
2022
Q2 | $1.8M | Sell |
34,372
-134
| -0.4% | -$6.83K | 0.18% | 101 |
|
|
2022
Q1 | $1.79M | Buy |
34,506
+765
| +2% | +$39.7K | 0.15% | 113 |
|
|
2021
Q4 | $1.99M | Buy |
33,741
+1,882
| +6% | +$93.2K | 0.16% | 108 |
|
|
2021
Q3 | $1.37M | Sell |
31,859
-448
| -1% | -$19.8K | 0.11% | 140 |
|
|
2021
Q2 | $1.26M | Buy |
32,307
+181
| +0.6% | +$7.04K | 0.13% | 143 |
|
|
2021
Q1 | $1.16M | Sell |
32,126
-29,964
| -48% | -$1.06M | 0.12% | 157 |
|
|
2020
Q4 | $2.29M | Buy |
62,090
+3,092
| +5% | +$113K | 0.28% | 85 |
|
|
2020
Q3 | $2.05M | Buy |
58,998
+4,735
| +9% | +$166K | 0.29% | 81 |
|
|
2020
Q2 | $1.68M | Buy |
54,263
+334
| +0.6% | +$11.3K | 0.26% | 91 |
|
|
2020
Q1 | $1.67M | Sell |
53,929
-781
| -1% | -$26.6K | 0.33% | 80 |
|
|
2019
Q4 | $2.03M | Buy |
54,710
+1,491
| +3% | +$53.1K | 0.33% | 80 |
|
|
2019
Q3 | $1.81M | Sell |
53,219
-15,102
| -22% | -$549K | 0.32% | 85 |
|
|
2019
Q2 | $2.81M | Buy |
68,321
+6,036
| +10% | +$240K | 0.5% | 52 |
|
|
2019
Q1 | $2.49M | Buy |
62,285
+731
| +1% | +$29.3K | 0.53% | 48 |
|
|
2018
Q4 | $2.52M | Sell |
61,554
-379
| -0.6% | -$15.7K | 0.61% | 43 |
|
|
2018
Q3 | $2.56M | Sell |
61,933
-230
| -0.4% | -$8.85K | 0.55% | 44 |
|
|
2018
Q2 | $2.14M | Sell |
62,163
-3,274
| -5% | -$112K | 0.48% | 55 |
|
|
2018
Q1 | $2.2M | Sell |
65,437
-1,437
| -2% | -$49.4K | 0.51% | 53 |
|
|
2017
Q4 | $2.3M | Buy |
66,874
+19,114
| +40% | +$652K | 0.51% | 52 |
|
|
2017
Q3 | $1.94M | Sell |
47,760
-8,410
| -15% | -$270K | 0.64% | 46 |
|
|
2017
Q2 | $1.79M | Sell |
56,170
-529
| -0.9% | -$16.7K | 0.73% | 36 |
|
|
2017
Q1 | $1.95M | Buy |
56,699
+6,559
| +13% | +$207K | 0.65% | 43 |
|
|
2016
Q4 | $1.55M | Buy |
50,140
+8,473
| +20% | +$259K | 0.58% | 53 |
|
|
2016
Q3 | $1.34M | Buy |
41,667
+3,404
| +9% | +$114K | 0.53% | 64 |
|
|
2016
Q2 | $1.28M | Buy |
38,263
+80
| +0.2% | +$2.55K | 0.54% | 56 |
|
|
2016
Q1 | $1.07M | Buy |
38,183
+3,140
| +9% | +$89.7K | 0.48% | 75 |
|
|
2015
Q4 | $1.07M | Buy |
35,043
+1,606
| +5% | +$50.5K | 0.59% | 52 |
|
|
2015
Q3 | $998K | Buy |
33,437
+32,270
| +2,765% | +$1.03M | 0.58% | 47 |
|
|
2015
Q2 | $37K | Buy |
1,167
+5
| +0.4% | +$163 | 0.03% | 157 |
|
|
2015
Q1 | $38K | Buy |
1,162
+506
| +77% | +$16.1K | 0.03% | 156 |
|
|
2014
Q4 | $19K | Buy |
656
+6
| +0.9% | +$172 | 0.02% | 192 |
|
|
2014
Q3 | $18K | Buy |
650
+5
| +0.8% | +$140 | 0.02% | 198 |
|
|
2014
Q2 | $18K | Sell |
645
-22
| -3% | -$627 | 0.02% | 201 |
|
|
2014
Q1 | $20K | Buy |
+667
| New | +$19.9K | 0.02% | 192 |
|
Other funds holding PFE
Avior Wealth Management's PFE Position: Q2 2026 in Review
Avior Wealth Management reduced its Pfizer (PFE) stake by 31% in Q2 2026, selling an estimated $328K and leaving 27,357 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #452.
Avior Wealth Management first reported a position in PFE in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.81M in Q2 2019. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Avior Wealth Management held 27,357 shares of Pfizer worth $659K as of Q2 2026.
- Avior Wealth Management sold 12,558 Pfizer shares in Q2 2026, an estimated $328K.
- Pfizer made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #452 holding.
- Avior Wealth Management first reported a position in Pfizer in Q1 2014 and has held it in 50 quarters since.
- Avior Wealth Management's Pfizer position peaked at $2.81M in Q2 2019.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.