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Crewe Advisors’s Pfizer PFE Stock Holding History

Crewe Advisors’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 		$314K Buy
13,048
+762
+6% +$19.9K 0.02% 181
2026
Q1 		$345K Buy
12,286
+33
+0.3% +$879 0.03% 162
2025
Q4 		$305K Buy
12,253
+335
+3% +$8.45K 0.03% 172
2025
Q3 		$304K Sell
11,918
-1,401
-11% -$34.6K 0.03% 163
2025
Q2 		$323K Buy
13,319
+216
+2% +$5.04K 0.05% 114
2025
Q1 		$332K Sell
13,103
-114
-0.9% -$2.98K 0.05% 106
2024
Q4 		$351K Sell
13,217
-1,253
-9% -$34K 0.05% 106
2024
Q3 		$419K Sell
14,470
-186
-1% -$5.43K 0.05% 93
2024
Q2 		$410K Sell
14,656
-94
-0.6% -$2.59K 0.05% 119
2024
Q1 		$409K Buy
+14,750
New +$409K 0.05% 114
2023
Q3 		– Sell
-13,205
Closed -$484K – 836
2023
Q2 		$484K Sell
13,205
-1,172
-8% -$45.6K 0.07% 78
2023
Q1 		$587K Buy
14,377
+229
+2% +$9.89K 0.09% 75
2022
Q4 		$725K Sell
14,148
-1,367
-9% -$65.5K 0.12% 62
2022
Q3 		$679K Buy
15,515
+770
+5% +$37.4K 0.12% 57
2022
Q2 		$773K Buy
14,745
+2,053
+16% +$105K 0.17% 41
2022
Q1 		$657K Buy
12,692
+3,688
+41% +$191K 0.13% 45
2021
Q4 		$532K Buy
9,004
+550
+7% +$27.3K 0.11% 45
2021
Q3 		$364K Sell
8,454
-55
-0.6% -$2.44K 0.09% 44
2021
Q2 		$333K Sell
8,509
-1,999
-19% -$77.7K 0.08% 45
2021
Q1 		$381K Buy
10,508
+158
+2% +$5.61K 0.09% 39
2020
Q4 		$381K Buy
10,350
+2,072
+25% +$76K 0.15% 37
2020
Q3 		$288K Buy
8,278
+1,712
+26% +$60K 0.14% 36
2020
Q2 		$204K Hold
6,566
– – 0.1% 49
2020
Q1 		$203K Sell
6,566
-73
-1% -$2.49K 0.12% 43
2019
Q4 		$247K Buy
6,639
+73
+1% +$2.6K 0.11% 49
2019
Q3 		$224K Sell
6,566
-40
-0.6% -$1.46K 0.1% 51
2019
Q2 		$272K Hold
6,606
– – 0.09% 69
2019
Q1 		$266K Buy
6,606
+40
+0.6% +$1.6K 0.08% 48
2018
Q4 		$272K Hold
6,566
– – 0.09% 49
2018
Q3 		$275K Buy
+6,566
New +$253K 0.23% 49

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Crewe Advisors's PFE Position: Q2 2026 in Review

Crewe Advisors increased its Pfizer (PFE) stake by 6.2% in Q2 2026, buying an estimated $19.9K and bringing the position to 13,048 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #181.

Crewe Advisors first reported a position in PFE in Q3 2018 and has held it in 30 quarters since. The position peaked at $773K in Q2 2022. 1,698 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Crewe Advisors held 13,048 shares of Pfizer worth $314K as of Q2 2026.
  • Crewe Advisors bought 762 Pfizer shares in Q2 2026, an estimated $19.9K.
  • Pfizer made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #181 holding.
  • Crewe Advisors first reported a position in Pfizer in Q3 2018 and has held it in 30 quarters since.
  • Crewe Advisors's Pfizer position peaked at $773K in Q2 2022.
  • 1,698 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.