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Capital Advisors Ltd’s Pfizer PFE Stock Holding History

Capital Advisors Ltd’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 		$281K Sell
11,663
-356
-3% -$9.31K 0.03% 263
2026
Q1 		$337K Buy
12,019
+34
+0.3% +$905 0.04% 229
2025
Q4 		$298K Buy
11,985
+8
+0.1% +$202 0.03% 241
2025
Q3 		$305K Sell
11,977
-254
-2% -$6.27K 0.03% 233
2025
Q2 		$296K Sell
12,231
-1,335
-10% -$31.1K 0.04% 228
2025
Q1 		$344K Sell
13,566
-616
-4% -$16.1K 0.05% 200
2024
Q4 		$376K Sell
14,182
-183
-1% -$4.96K 0.05% 189
2024
Q3 		$416K Buy
14,365
+2
+0% +$58 0.05% 183
2024
Q2 		$402K Sell
14,363
-432
-3% -$11.9K 0.05% 178
2024
Q1 		$411K Sell
14,795
-41
-0.3% -$1.14K 0.05% 178
2023
Q4 		$427K Buy
14,836
+978
+7% +$29.6K 0.06% 171
2023
Q3 		$460K Sell
13,858
-463
-3% -$16.4K 0.07% 154
2023
Q2 		$525K Buy
14,321
+3,112
+28% +$121K 0.08% 145
2023
Q1 		$457K Buy
11,209
+721
+7% +$31.1K 0.08% 144
2022
Q4 		$537K Buy
10,488
+317
+3% +$15.2K 0.09% 127
2022
Q3 		$445K Sell
10,171
-42
-0.4% -$2.04K 0.09% 138
2022
Q2 		$535K Buy
10,213
+73
+0.7% +$3.72K 0.1% 122
2022
Q1 		$525K Sell
10,140
-1,468
-13% -$76.2K 0.09% 130
2021
Q4 		$685K Buy
11,608
+796
+7% +$39.4K 0.11% 99
2021
Q3 		$465K Buy
10,812
+334
+3% +$14.8K 0.08% 121
2021
Q2 		$410K Hold
10,478
– – 0.07% 127
2021
Q1 		$380K Hold
10,478
– – 0.07% 120
2020
Q4 		$386K Sell
10,478
-1,039
-9% -$38.1K 0.09% 116
2020
Q3 		$401K Buy
11,517
+1
+0% +$35 0.1% 108
2020
Q2 		$357K Buy
11,516
+1
+0% +$34 0.09% 114
2020
Q1 		$357K Buy
11,515
+194
+2% +$6.61K 0.11% 102
2019
Q4 		$421K Buy
11,321
+1,413
+14% +$50.3K 0.11% 94
2019
Q3 		$338K Sell
9,908
-1,556
-14% -$56.6K 0.09% 106
2019
Q2 		$471K Sell
11,464
-4,211
-27% -$167K 0.13% 88
2019
Q1 		$632K Hold
15,675
– – 0.17% 81
2018
Q4 		$649K Buy
15,675
+1
+0% +$42 0.19% 80
2018
Q3 		$655K Buy
15,674
+3,764
+32% +$145K 0.18% 78
2018
Q2 		$410K Buy
11,910
+1
+0% +$34 0.13% 86
2018
Q1 		$401K Buy
11,909
+1
+0% +$34 0.13% 88
2017
Q4 		$409K Buy
11,908
+1
+0% +$34 0.13% 79
2017
Q3 		$403K Buy
11,907
+111
+0.9% +$3.57K 0.14% 80
2017
Q2 		$376K Hold
11,796
– – 0.14% 86
2017
Q1 		$383K Sell
11,796
-161
-1% -$5.08K 0.15% 82
2016
Q4 		$368K Buy
11,957
+161
+1% +$4.92K 0.15% 81
2016
Q3 		$379K Hold
11,796
– – 0.17% 73
2016
Q2 		$394K Sell
11,796
-127
-1% -$4.05K 0.19% 72
2016
Q1 		$335K Hold
11,923
– – 0.17% 73
2015
Q4 		$365K Sell
11,923
-284
-2% -$8.93K 0.19% 74
2015
Q3 		$364K Sell
12,207
-738
-6% -$23.7K 0.2% 70
2015
Q2 		$412K Buy
12,945
+1,022
+9% +$33.3K 0.21% 62
2015
Q1 		$394K Hold
11,923
– – 0.2% 66
2014
Q4 		$352K Hold
11,923
– – 0.19% 69
2014
Q3 		$334K Hold
11,923
– – 0.19% 69
2014
Q2 		$336K Hold
11,923
– – 0.19% 70
2014
Q1 		$363K Buy
11,923
+3,492
+41% +$104K 0.21% 64
2013
Q4 		$245K Buy
+8,431
New +$245K 0.16% 76

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

Capital Advisors Ltd's PFE Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Pfizer (PFE) stake by 3% in Q2 2026, selling an estimated $9.31K and leaving 11,663 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #263.

Capital Advisors Ltd first reported a position in PFE in Q4 2013 and has held it in 51 quarters since. The position peaked at $685K in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Capital Advisors Ltd held 11,663 shares of Pfizer worth $281K as of Q2 2026.
  • Capital Advisors Ltd sold 356 Pfizer shares in Q2 2026, an estimated $9.31K.
  • Pfizer made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #263 holding.
  • Capital Advisors Ltd first reported a position in Pfizer in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's Pfizer position peaked at $685K in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.