Great Valley Advisor Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.72M | Sell |
71,411
-916
| -1% | -$24K | 0.03% | 436 |
|
|
2026
Q1 | $2.03M | Sell |
72,327
-4,671
| -6% | -$124K | 0.04% | 370 |
|
|
2025
Q4 | $1.92M | Sell |
76,998
-2,208
| -3% | -$55.7K | 0.04% | 350 |
|
|
2025
Q3 | $2.02M | Sell |
79,206
-3,832
| -5% | -$94.6K | 0.04% | 336 |
|
|
2025
Q2 | $2.01M | Sell |
83,038
-13,116
| -14% | -$306K | 0.04% | 316 |
|
|
2025
Q1 | $2.44M | Sell |
96,154
-7,612
| -7% | -$199K | 0.05% | 278 |
|
|
2024
Q4 | $2.75M | Sell |
103,766
-15,357
| -13% | -$417K | 0.06% | 271 |
|
|
2024
Q3 | $3.45M | Sell |
119,123
-72,905
| -38% | -$2.13M | 0.08% | 231 |
|
|
2024
Q2 | $5.37M | Buy |
192,028
+10,993
| +6% | +$303K | 0.15% | 146 |
|
|
2024
Q1 | $5.02M | Buy |
181,035
+104,502
| +137% | +$2.9M | 0.15% | 148 |
|
|
2023
Q4 | $2.2M | Sell |
76,533
-50,713
| -40% | -$1.53M | 0.08% | 225 |
|
|
2023
Q3 | $4.22M | Buy |
127,246
+3,578
| +3% | +$127K | 0.17% | 142 |
|
|
2023
Q2 | $4.54M | Buy |
123,668
+4,759
| +4% | +$185K | 0.19% | 133 |
|
|
2023
Q1 | $4.85M | Sell |
118,909
-36,034
| -23% | -$1.56M | 0.23% | 114 |
|
|
2022
Q4 | $7.94M | Buy |
154,943
+7,650
| +5% | +$367K | 0.41% | 58 |
|
|
2022
Q3 | $6.45M | Buy |
147,293
+6,666
| +5% | +$324K | 0.36% | 67 |
|
|
2022
Q2 | $7.37M | Buy |
140,627
+33,354
| +31% | +$1.7M | 0.41% | 56 |
|
|
2022
Q1 | $5.69M | Sell |
107,273
-11,930
| -10% | -$619K | 0.33% | 81 |
|
|
2021
Q4 | $6.85M | Buy |
119,203
+25,328
| +27% | +$1.25M | 0.42% | 60 |
|
|
2021
Q3 | $4.04M | Sell |
93,875
-5,193
| -5% | -$230K | 0.28% | 96 |
|
|
2021
Q2 | $3.84M | Buy |
99,068
+3,317
| +3% | +$129K | 0.28% | 91 |
|
|
2021
Q1 | $3.47M | Buy |
95,751
+19,790
| +26% | +$703K | 0.33% | 70 |
|
|
2020
Q4 | $2.8M | Buy |
75,961
+666
| +0.9% | +$24.4K | 0.29% | 79 |
|
|
2020
Q3 | $2.62M | Buy |
75,295
+4,950
| +7% | +$174K | 0.32% | 72 |
|
|
2020
Q2 | $2.18M | Buy |
70,345
+19,337
| +38% | +$657K | 0.36% | 74 |
|
|
2020
Q1 | $1.58M | Buy |
51,008
+1,021
| +2% | +$34.8K | 0.42% | 67 |
|
|
2019
Q4 | $1.86M | Sell |
49,987
-276
| -0.5% | -$9.83K | 0.41% | 73 |
|
|
2019
Q3 | $1.71M | Sell |
50,263
-12,169
| -19% | -$443K | 0.41% | 74 |
|
|
2019
Q2 | $2.57M | Buy |
62,432
+30,520
| +96% | +$1.21M | 0.65% | 42 |
|
|
2019
Q1 | $1.28M | Buy |
31,912
+5,032
| +19% | +$202K | 0.41% | 72 |
|
|
2018
Q4 | $1.17M | Buy |
+26,880
| New | +$1.12M | 0.44% | 60 |
|
Other funds holding PFE
Great Valley Advisor Group's PFE Position: Q2 2026 in Review
Great Valley Advisor Group reduced its Pfizer (PFE) stake by 1.3% in Q2 2026, selling an estimated $24K and leaving 71,411 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #436.
Great Valley Advisor Group first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.94M in Q4 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Great Valley Advisor Group held 71,411 shares of Pfizer worth $1.72M as of Q2 2026.
- Great Valley Advisor Group sold 916 Pfizer shares in Q2 2026, an estimated $24K.
- Pfizer made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #436 holding.
- Great Valley Advisor Group first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
- Great Valley Advisor Group's Pfizer position peaked at $7.94M in Q4 2022.
- 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.