Barry Investment Advisors’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 | $2.77M | Sell |
114,880
-5,522
| -5% | -$144K | 0.58% | 29 |
|
|
2026
Q1 | $3.38M | Sell |
120,402
-1,488
| -1% | -$39.6K | 0.75% | 29 |
|
|
2025
Q4 | $3.04M | Sell |
121,890
-15,029
| -11% | -$379K | 0.68% | 29 |
|
|
2025
Q3 | $3.49M | Sell |
136,919
-18,173
| -12% | -$449K | 0.8% | 31 |
|
|
2025
Q2 | $3.76M | Buy |
155,092
+221
| +0.1% | +$5.15K | 0.94% | 28 |
|
|
2025
Q1 | $3.92M | Sell |
154,871
-19,916
| -11% | -$521K | 1.04% | 30 |
|
|
2024
Q4 | $4.64M | Sell |
174,787
-23,362
| -12% | -$634K | 1.49% | 21 |
|
|
2024
Q3 | $5.73M | Buy |
198,149
+314
| +0.2% | +$9.16K | 1.75% | 19 |
|
|
2024
Q2 | $5.54M | Buy |
197,835
+5,262
| +3% | +$145K | 1.86% | 18 |
|
|
2024
Q1 | $5.34M | Buy |
192,573
+2,123
| +1% | +$58.9K | 1.78% | 21 |
|
|
2023
Q4 | $5.48M | Sell |
190,450
-643
| -0.3% | -$19.4K | 1.85% | 22 |
|
|
2023
Q3 | $6.34M | Buy |
191,093
+458
| +0.2% | +$16.2K | 2.28% | 14 |
|
|
2023
Q2 | $6.99M | Sell |
190,635
-2,826
| -1% | -$110K | 2.36% | 15 |
|
|
2023
Q1 | $7.89M | Buy |
193,461
+2,283
| +1% | +$98.6K | 2.59% | 15 |
|
|
2022
Q4 | $9.8M | Sell |
191,178
-1,986
| -1% | -$95.2K | 3.09% | 7 |
|
|
2022
Q3 | $8.45M | Sell |
193,164
-5,868
| -3% | -$285K | 2.9% | 11 |
|
|
2022
Q2 | $10.4M | Sell |
199,032
-12,821
| -6% | -$653K | 3.13% | 6 |
|
|
2022
Q1 | $11M | Sell |
211,853
-8,494
| -4% | -$441K | 2.91% | 8 |
|
|
2021
Q4 | $13M | Sell |
220,347
-2,779
| -1% | -$138K | 3.43% | 5 |
|
|
2021
Q3 | $9.6M | Sell |
223,126
-1,972
| -0.9% | -$87.4K | 2.66% | 9 |
|
|
2021
Q2 | $8.81M | Sell |
225,098
-4,410
| -2% | -$171K | 2.36% | 13 |
|
|
2021
Q1 | $8.31M | Buy |
229,508
+7,598
| +3% | +$270K | 2.29% | 17 |
|
|
2020
Q4 | $8.17M | Sell |
221,910
-10,673
| -5% | -$391K | 2.41% | 16 |
|
|
2020
Q3 | $8.1M | Buy |
232,583
+2,018
| +0.9% | +$70.8K | 2.78% | 13 |
|
|
2020
Q2 | $7.15M | Buy |
230,565
+3,957
| +2% | +$134K | 2.53% | 17 |
|
|
2020
Q1 | $7.02M | Buy |
226,608
+2,661
| +1% | +$90.7K | 3.48% | 10 |
|
|
2019
Q4 | $8.37M | Buy |
223,947
+3,387
| +2% | +$121K | 2.94% | 12 |
|
|
2019
Q3 | $7.52M | Sell |
220,560
-2,145
| -1% | -$78K | 2.72% | 13 |
|
|
2019
Q2 | $9.15M | Sell |
222,705
-2,709
| -1% | -$108K | 3.14% | 11 |
|
|
2019
Q1 | $9.08M | Sell |
225,414
-6,220
| -3% | -$249K | 2.84% | 13 |
|
|
2018
Q4 | $9.59M | Buy |
231,634
+1,149
| +0.5% | +$47.7K | 3.59% | 10 |
|
|
2018
Q3 | $9.64M | Sell |
230,485
-73,723
| -24% | -$2.84M | 3.24% | 12 |
|
|
2018
Q2 | $10.5M | Sell |
304,208
-1,097
| -0.4% | -$37.5K | 4.01% | 7 |
|
|
2018
Q1 | $10.3M | Sell |
305,305
-8,462
| -3% | -$291K | 3.9% | 9 |
|
|
2017
Q4 | $10.8M | Sell |
313,767
-2,088
| -0.7% | -$71.2K | 4% | 9 |
|
|
2017
Q3 | $10.7M | Buy |
315,855
+51
| +0% | +$1.64K | 3.95% | 9 |
|
|
2017
Q2 | $10.1M | Sell |
315,804
-2,532
| -0.8% | -$79.8K | 3.8% | 9 |
|
|
2017
Q1 | $10.3M | Sell |
318,336
-5,808
| -2% | -$183K | 3.83% | 8 |
|
|
2016
Q4 | $9.99M | Sell |
324,144
-5,647
| -2% | -$172K | 3.5% | 9 |
|
|
2016
Q3 | $10.6M | Sell |
329,791
-486
| -0.1% | -$16.3K | 3.65% | 9 |
|
|
2016
Q2 | $11M | Sell |
330,277
-5,789
| -2% | -$185K | 4.29% | 4 |
|
|
2016
Q1 | $9.45M | Sell |
336,066
-2,439
| -0.7% | -$69.7K | 3.01% | 9 |
|
|
2015
Q4 | $10.4M | Sell |
338,505
-11,902
| -3% | -$374K | 3.37% | 7 |
|
|
2015
Q3 | $10.4M | Sell |
350,407
-1,450
| -0.4% | -$46.5K | 3.35% | 6 |
|
|
2015
Q2 | $11.2M | Sell |
351,857
-2,305
| -0.7% | -$75.1K | 11.26% | 1 |
|
|
2015
Q1 | $11.7M | Sell |
354,162
-8,475
| -2% | -$269K | 3.57% | 6 |
|
|
2014
Q4 | $10.7M | Buy |
+362,637
| New | +$10.4M | 3.48% | 8 |
|
Other funds holding PFE
Barry Investment Advisors's PFE Position: Q2 2026 in Review
Barry Investment Advisors reduced its Pfizer (PFE) stake by 4.6% in Q2 2026, selling an estimated $144K and leaving 114,880 shares worth $2.77M. The position accounts for 0.58% of the portfolio, ranked #29.
Barry Investment Advisors first reported a position in PFE in Q4 2014 and has held it in 47 quarters since. The position peaked at $13M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Barry Investment Advisors held 114,880 shares of Pfizer worth $2.77M as of Q2 2026.
- Barry Investment Advisors sold 5,522 Pfizer shares in Q2 2026, an estimated $144K.
- Pfizer made up 0.58% of Barry Investment Advisors's portfolio in Q2 2026, its #29 holding.
- Barry Investment Advisors first reported a position in Pfizer in Q4 2014 and has held it in 47 quarters since.
- Barry Investment Advisors's Pfizer position peaked at $13M in Q4 2021.
- 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.