Halbert Hargrove Global Advisors’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 | $420 | Buy |
+17
| New | +$445 | ﹤0.01% | 558 |
|
|
2025
Q4 | – | Sell |
-386
| Closed | -$9.84K | – | 642 |
|
|
2025
Q3 | $9.84K | Buy |
+386
| New | +$9.53K | ﹤0.01% | 334 |
|
|
2025
Q2 | – | Sell |
-172
| Closed | -$4.35K | – | 555 |
|
|
2025
Q1 | $4.35K | Buy |
+172
| New | +$4.5K | ﹤0.01% | 324 |
|
|
2023
Q2 | – | Sell |
-10,629
| Closed | -$434K | – | 151 |
|
|
2023
Q1 | $434K | Sell |
10,629
-696
| -6% | -$30.1K | 0.03% | 86 |
|
|
2022
Q4 | $580K | Sell |
11,325
-181
| -2% | -$8.68K | 0.04% | 71 |
|
|
2022
Q3 | $504K | Sell |
11,506
-232
| -2% | -$11.3K | 0.04% | 75 |
|
|
2022
Q2 | $615K | Sell |
11,738
-601
| -5% | -$30.6K | 0.05% | 69 |
|
|
2022
Q1 | $639K | Sell |
12,339
-5,608
| -31% | -$291K | 0.04% | 71 |
|
|
2021
Q4 | $1.06M | Buy |
17,947
+1,085
| +6% | +$53.8K | 0.07% | 52 |
|
|
2021
Q3 | $725K | Buy |
16,862
+254
| +2% | +$11.3K | 0.05% | 55 |
|
|
2021
Q2 | $650K | Buy |
16,608
+79
| +0.5% | +$3.07K | 0.04% | 65 |
|
|
2021
Q1 | $598K | Buy |
16,529
+144
| +0.9% | +$5.11K | 0.04% | 60 |
|
|
2020
Q4 | $604K | Buy |
16,385
+9,519
| +139% | +$349K | 0.05% | 54 |
|
|
2020
Q3 | $240K | Buy |
6,866
+441
| +7% | +$15.5K | 0.02% | 83 |
|
|
2020
Q2 | $200K | Sell |
6,425
-797
| -11% | -$27.1K | 0.03% | 92 |
|
|
2020
Q1 | $224K | Sell |
7,222
-1,843
| -20% | -$62.8K | 0.04% | 71 |
|
|
2019
Q4 | $337K | Sell |
9,065
-241
| -3% | -$8.58K | 0.09% | 55 |
|
|
2019
Q3 | $317K | Buy |
9,306
+144
| +2% | +$5.24K | 0.08% | 58 |
|
|
2019
Q2 | $377K | Buy |
+9,162
| New | +$364K | 0.1% | 45 |
|
|
2019
Q1 | – | Sell |
-8,172
| Closed | -$338K | – | 72 |
|
|
2018
Q4 | $338K | Sell |
8,172
-214
| -3% | -$8.88K | 0.08% | 49 |
|
|
2018
Q3 | $351K | Sell |
8,386
-381
| -4% | -$14.7K | 0.09% | 43 |
|
|
2018
Q2 | $302K | Buy |
8,767
+8
| +0.1% | +$273 | 0.08% | 52 |
|
|
2018
Q1 | $295K | Buy |
8,759
+641
| +8% | +$22K | 0.08% | 49 |
|
|
2017
Q4 | $279K | Sell |
8,118
-355
| -4% | -$12.1K | 0.07% | 52 |
|
|
2017
Q3 | $287K | Sell |
8,473
-4
| -0% | -$129 | 0.08% | 48 |
|
|
2017
Q2 | $270K | Sell |
8,477
-44
| -0.5% | -$1.39K | 0.07% | 55 |
|
|
2017
Q1 | $277K | Sell |
8,521
-1,153
| -12% | -$36.4K | 0.07% | 62 |
|
|
2016
Q4 | $298K | Buy |
9,674
+615
| +7% | +$18.8K | 0.08% | 49 |
|
|
2016
Q3 | $291K | Sell |
9,059
-1,329
| -13% | -$44.4K | 0.08% | 49 |
|
|
2016
Q2 | $347K | Buy |
10,388
+582
| +6% | +$18.6K | 0.1% | 43 |
|
|
2016
Q1 | $276K | Sell |
9,806
-1,467
| -13% | -$41.9K | 0.1% | 52 |
|
|
2015
Q4 | $345K | Sell |
11,273
-419
| -4% | -$13.2K | 0.15% | 52 |
|
|
2015
Q3 | $348K | Sell |
11,692
-13,489
| -54% | -$433K | 0.17% | 46 |
|
|
2015
Q2 | $801K | Sell |
25,181
-455
| -2% | -$14.8K | 0.19% | 40 |
|
|
2015
Q1 | $846K | Buy |
25,636
+11,655
| +83% | +$371K | 0.27% | 38 |
|
|
2014
Q4 | $413K | Sell |
13,981
-586
| -4% | -$16.8K | 0.21% | 52 |
|
|
2014
Q3 | $409K | Buy |
14,567
+1,896
| +15% | +$53.2K | 0.11% | 70 |
|
|
2014
Q2 | $357K | Sell |
12,671
-325
| -3% | -$9.26K | 0.11% | 73 |
|
|
2014
Q1 | $396K | Sell |
12,996
-1,186
| -8% | -$35.4K | 0.12% | 60 |
|
|
2013
Q4 | $412K | Buy |
+14,182
| New | +$413K | 0.13% | 54 |
|
|
2013
Q3 | – | Sell |
-8,080
| Closed | -$215K | – | 114 |
|
|
2013
Q2 | $215K | Buy |
+8,080
| New | +$223K | 0.08% | 97 |
|
Other funds holding PFE
Halbert Hargrove Global Advisors's PFE Position: Q2 2026 in Review
Halbert Hargrove Global Advisors opened a new position in Pfizer (PFE) in Q2 2026: 17 shares worth $420. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in PFE as recently as Q3 2025.
Halbert Hargrove Global Advisors first reported a position in PFE in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.06M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Halbert Hargrove Global Advisors held 17 shares of Pfizer worth $420 as of Q2 2026.
- Pfizer was a new Halbert Hargrove Global Advisors position in Q2 2026.
- Pfizer made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #558 holding.
- Halbert Hargrove Global Advisors first reported a position in Pfizer in Q2 2013 and has held it in 41 quarters since.
- Halbert Hargrove Global Advisors's Pfizer position peaked at $1.06M in Q4 2021.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.