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CBIZ Investment Advisory Services’s Pfizer PFE Stock Holding History

CBIZ Investment 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 		$8.52K Hold
303
– – ﹤0.01% 173
2026
Q1 		$8.52K Sell
303
-1,336
-82% -$35.6K ﹤0.01% 173
2025
Q4 		$40.8K Buy
1,639
+121
+8% +$3.05K ﹤0.01% 163
2025
Q3 		$38.7K Sell
1,518
-744
-33% -$18.4K ﹤0.01% 154
2025
Q2 		$54.8K Buy
2,262
+1,354
+149% +$31.6K ﹤0.01% 125
2025
Q1 		$23K Buy
908
+403
+80% +$10.5K ﹤0.01% 212
2024
Q4 		$13.4K Buy
505
+106
+27% +$2.88K ﹤0.01% 258
2024
Q3 		$11.6K Buy
399
+31
+8% +$904 ﹤0.01% 253
2024
Q2 		$10.3K Sell
368
-272
-43% -$7.49K ﹤0.01% 250
2024
Q1 		$17.8K Buy
+640
New +$17.8K ﹤0.01% 199
2021
Q3 		– Hold
0
– – – 47
2021
Q2 		– Hold
0
– – – 43
2021
Q1 		– Hold
0
– – – 39
2020
Q4 		– Hold
0
– – – 35
2020
Q3 		– Hold
0
– – – 36
2020
Q2 		– Hold
0
– – – 51
2020
Q1 		– Hold
0
– – – 44
2019
Q4 		– Hold
0
– – – 54

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's PFE Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Pfizer (PFE) position steady in Q2 2026 at 303 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

CBIZ Investment Advisory Services first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $54.8K in Q2 2025. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • CBIZ Investment Advisory Services held 303 shares of Pfizer worth $8.52K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #173 holding.
  • CBIZ Investment Advisory Services first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Pfizer position peaked at $54.8K in Q2 2025.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.