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Fiduciary Advisors Inc’s Pfizer PFE Stock Holding History

Fiduciary Advisors Inc’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 		$67.9K Buy
2,818
+45
+2% +$1.18K 0.05% 56
2026
Q1 		$77.9K Buy
2,773
+44
+2% +$1.17K 0.06% 52
2025
Q4 		$67.9K Buy
2,729
+45
+2% +$1.14K 0.05% 54
2025
Q3 		$68.4K Buy
2,684
+46
+2% +$1.14K 0.06% 48
2025
Q2 		$64K Buy
2,638
+45
+2% +$1.05K 0.06% 47
2025
Q1 		$65.7K Sell
2,593
-59
-2% -$1.54K 0.06% 44
2024
Q4 		$70.4K Buy
+2,652
New +$71.9K 0.07% 43

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

Fiduciary Advisors Inc's PFE Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its Pfizer (PFE) stake by 1.6% in Q2 2026, buying an estimated $1.18K and bringing the position to 2,818 shares worth $67.9K. The position accounts for 0.05% of the portfolio, ranked #56.

Fiduciary Advisors Inc first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.9K in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Fiduciary Advisors Inc held 2,818 shares of Pfizer worth $67.9K as of Q2 2026.
  • Fiduciary Advisors Inc bought 45 Pfizer shares in Q2 2026, an estimated $1.18K.
  • Pfizer made up 0.05% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #56 holding.
  • Fiduciary Advisors Inc first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Advisors Inc's Pfizer position peaked at $77.9K in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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