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Graves Light Lenhart Wealth’s Pfizer PFE Stock Holding History

Graves Light Lenhart Wealth’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 		$268K Sell
11,133
-33
-0.3% -$863 0.03% 172
2026
Q1 		$314K Sell
11,166
-158
-1% -$4.21K 0.03% 148
2025
Q4 		$282K Buy
11,324
+282
+3% +$7.11K 0.03% 156
2025
Q3 		$281K Sell
11,042
-219
-2% -$5.41K 0.03% 152
2025
Q2 		$273K Sell
11,261
-312
-3% -$7.28K 0.03% 154
2025
Q1 		$293K Buy
11,573
+30
+0.3% +$785 0.04% 145
2024
Q4 		$306K Buy
11,543
+29
+0.3% +$787 0.04% 147
2024
Q3 		$333K Sell
11,514
-262
-2% -$7.64K 0.04% 138
2024
Q2 		$332K Sell
11,776
-830
-7% -$22.9K 0.04% 138
2024
Q1 		$350K Sell
12,606
-5,135
-29% -$142K 0.04% 135
2023
Q4 		$511K Sell
17,741
-1,013
-5% -$30.6K 0.06% 108
2023
Q3 		$621K Sell
18,754
-1,109
-6% -$39.2K 0.08% 96
2023
Q2 		$729K Buy
19,863
+281
+1% +$10.9K 0.1% 98
2023
Q1 		$799K Sell
19,582
-472
-2% -$20.4K 0.12% 83
2022
Q4 		$1.03M Sell
20,054
-1,579
-7% -$75.7K 0.16% 82
2022
Q3 		$947K Sell
21,633
-974
-4% -$47.3K 0.16% 81
2022
Q2 		$1.19M Sell
22,607
-134
-0.6% -$6.83K 0.18% 76
2022
Q1 		$1.18M Buy
22,741
+3,971
+21% +$206K 0.16% 76
2021
Q4 		$1.11M Buy
18,770
+19
+0.1% +$941 0.16% 79
2021
Q3 		$806K Buy
18,751
+21
+0.1% +$930 0.13% 82
2021
Q2 		$733K Buy
18,730
+24
+0.1% +$933 0.12% 81
2021
Q1 		$678K Buy
18,706
+1,426
+8% +$50.6K 0.12% 83
2020
Q4 		$636K Sell
17,280
-2,380
-12% -$87.3K 0.12% 85
2020
Q3 		$685K Sell
19,660
-818
-4% -$28.7K 0.15% 76
2020
Q2 		$635K Sell
20,478
-2,596
-11% -$88.2K 0.15% 77
2020
Q1 		$715K Sell
23,074
-321
-1% -$10.9K 0.19% 71
2019
Q4 		$870K Buy
23,395
+259
+1% +$9.22K 0.18% 74
2019
Q3 		$842K Sell
23,136
-2,905
-11% -$106K 0.19% 76
2019
Q2 		$1.07M Buy
26,041
+1,380
+6% +$54.8K 0.26% 67
2019
Q1 		$994K Sell
24,661
-1,451
-6% -$58.1K 0.25% 65
2018
Q4 		$1.08M Buy
+26,112
New +$1.08M 0.32% 63

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Graves Light Lenhart Wealth's PFE Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Pfizer (PFE) stake by 0.3% in Q2 2026, selling an estimated $863 and leaving 11,133 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #172.

Graves Light Lenhart Wealth first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.19M in Q2 2022. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Graves Light Lenhart Wealth held 11,133 shares of Pfizer worth $268K as of Q2 2026.
  • Graves Light Lenhart Wealth sold 33 Pfizer shares in Q2 2026, an estimated $863.
  • Pfizer made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #172 holding.
  • Graves Light Lenhart Wealth first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's Pfizer position peaked at $1.19M in Q2 2022.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.