CFS Investment Advisory Services’s Pfizer PFE Stock Holding History

CFS 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	$399K	Sell	16,411 -4,787	-23%	-$125K	0.03%	280
2026 Q1	$584K	Buy	21,198 +492	+2%	+$13.1K	0.04%	238
2025 Q4	$516K	Sell	20,706 -2,673	-11%	-$67.4K	0.04%	235
2025 Q3	$579K	Buy	23,379 +63	+0.3%	+$1.55K	0.04%	226
2025 Q2	$565K	Sell	23,316 -233	-1%	-$5.43K	0.05%	219
2025 Q1	$597K	Buy	23,549 +829	+4%	+$21.7K	0.05%	204
2024 Q4	$603K	Sell	22,720 -1,329	-6%	-$36K	0.05%	196
2024 Q3	$696K	Sell	24,049 -24,319	-50%	-$709K	0.06%	182
2024 Q2	$1.35M	Buy	+48,368	New	+$1.33M	0.11%	116
2023 Q3	–	Sell	-55,480	Closed	-$2.04M	–	226
2023 Q2	$2.04M	Buy	+55,480	New	+$2.16M	0.26%	74
2022 Q3	–	Sell	-22,786	Closed	-$1.2M	–	329
2022 Q2	$1.2M	Sell	22,786 -1,127,478	-98%	-$57.5M	0.18%	115
2022 Q1	$22K	Buy	1,150,264 +1,127,693	+4,996%	+$58.5M	0.1%	103
2021 Q4	$1.19M	Buy	22,571 +990	+5%	+$49.1K	0.16%	128
2021 Q3	$928K	Buy	+21,581	New	+$956K	0.13%	140
2020 Q4	$670K	Buy	+18,198	New	+$668K	0.11%	134

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

CFS Investment Advisory Services reduced its Pfizer (PFE) stake by 23% in Q2 2026, selling an estimated $125K and leaving 16,411 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #280.

CFS Investment Advisory Services first reported a position in PFE in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.04M in Q2 2023. 799 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

CFS Investment Advisory Services held 16,411 shares of Pfizer worth $399K as of Q2 2026.
CFS Investment Advisory Services sold 4,787 Pfizer shares in Q2 2026, an estimated $125K.
Pfizer made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #280 holding.
CFS Investment Advisory Services first reported a position in Pfizer in Q4 2020 and has held it in 15 quarters since.
CFS Investment Advisory Services's Pfizer position peaked at $2.04M in Q2 2023.
799 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.