IBEX Wealth 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 | $9.38M | Buy |
389,557
+12,836
| +3% | +$336K | 0.74% | 49 |
|
|
2026
Q1 | $10.6M | Buy |
376,721
+35,574
| +10% | +$947K | 0.99% | 29 |
|
|
2025
Q4 | $8.49M | Buy |
+341,147
| New | +$8.6M | 0.83% | 34 |
|
|
2024
Q3 | – | Sell |
-785
| Closed | -$22K | – | 223 |
|
|
2024
Q2 | $22K | Sell |
785
-143,188
| -99% | -$3.94M | ﹤0.01% | 192 |
|
|
2024
Q1 | $7.38M | Buy |
+143,973
| New | +$4M | 2% | 17 |
|
|
2023
Q4 | – | Sell |
-11,203
| Closed | -$372K | – | 119 |
|
|
2023
Q3 | $372K | Buy |
+11,203
| New | +$396K | 0.09% | 93 |
|
|
2023
Q1 | $6.05M | Buy |
148,330
+4,357
| +3% | +$188K | 1.57% | 22 |
|
|
2022
Q4 | $7.38M | Sell |
143,973
-1,287
| -0.9% | -$61.7K | 1.67% | 18 |
|
|
2022
Q3 | $6.36M | Sell |
145,260
-622
| -0.4% | -$30.2K | 1.65% | 19 |
|
|
2022
Q2 | $7.65M | Buy |
145,882
+1,954
| +1% | +$99.6K | 1.76% | 10 |
|
|
2022
Q1 | $7.45M | Buy |
143,928
+100,862
| +234% | +$5.23M | 1.43% | 20 |
|
|
2021
Q4 | $2.54M | Buy |
43,066
+42,465
| +7,066% | +$2.1M | 0.45% | 80 |
|
|
2021
Q3 | $26K | Buy |
+601
| New | +$26.6K | 0.01% | 305 |
|
|
2020
Q1 | – | Sell |
-39,843
| Closed | -$1.48M | – | 108 |
|
|
2019
Q4 | $1.48M | Buy |
39,843
+358
| +0.9% | +$12.8K | 0.45% | 77 |
|
|
2019
Q3 | $1.35M | Sell |
39,485
-174
| -0.4% | -$6.33K | 0.45% | 80 |
|
|
2019
Q2 | $1.63M | Buy |
39,659
+11
| +0% | +$437 | 0.47% | 86 |
|
|
2019
Q1 | $1.6M | Sell |
39,648
-1,031
| -3% | -$41.3K | 0.56% | 76 |
|
|
2018
Q4 | $1.69M | Sell |
40,679
-1,865
| -4% | -$77.4K | 0.77% | 44 |
|
|
2018
Q3 | $1.79M | Sell |
42,544
-658
| -2% | -$25.3K | 0.64% | 64 |
|
|
2018
Q2 | $1.44M | Hold |
43,202
| – | – | 0.57% | 67 |
|
|
2018
Q1 | $1.44M | Sell |
43,202
-176
| -0.4% | -$6.05K | 0.58% | 67 |
|
|
2017
Q4 | $1.5M | Buy |
43,378
+8,356
| +24% | +$285K | 0.66% | 51 |
|
|
2017
Q3 | $1.2M | Sell |
35,022
-13,300
| -28% | -$427K | 0.45% | 73 |
|
|
2017
Q2 | $1.53M | Sell |
48,322
-201
| -0.4% | -$6.34K | 0.6% | 65 |
|
|
2017
Q1 | $1.57M | Sell |
48,523
-44,331
| -48% | -$1.4M | 0.97% | 42 |
|
|
2016
Q4 | $2.8M | Buy |
92,854
+62,363
| +205% | +$1.9M | 1.34% | 27 |
|
|
2016
Q3 | $980K | Buy |
+30,491
| New | +$1.02M | 0.54% | 61 |
|
Other funds holding PFE
IBEX Wealth Advisors's PFE Position: Q2 2026 in Review
IBEX Wealth Advisors increased its Pfizer (PFE) stake by 3.4% in Q2 2026, buying an estimated $336K and bringing the position to 389,557 shares worth $9.38M. The position accounts for 0.74% of the portfolio, ranked #49.
IBEX Wealth Advisors first reported a position in PFE in Q3 2016 and has held it in 27 quarters since. The position peaked at $10.6M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- IBEX Wealth Advisors held 389,557 shares of Pfizer worth $9.38M as of Q2 2026.
- IBEX Wealth Advisors bought 12,836 Pfizer shares in Q2 2026, an estimated $336K.
- Pfizer made up 0.74% of IBEX Wealth Advisors's portfolio in Q2 2026, its #49 holding.
- IBEX Wealth Advisors first reported a position in Pfizer in Q3 2016 and has held it in 27 quarters since.
- IBEX Wealth Advisors's Pfizer position peaked at $10.6M in Q1 2026.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.