Independent Advisor Alliance’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 | $5.37M | Sell |
223,046
-4,722
| -2% | -$124K | 0.13% | 118 |
|
|
2026
Q1 | $6.4M | Buy |
227,768
+250
| +0.1% | +$6.66K | 0.07% | 260 |
|
|
2025
Q4 | $5.67M | Buy |
227,518
+13,342
| +6% | +$336K | 0.14% | 121 |
|
|
2025
Q3 | $5.46M | Sell |
214,176
-16,504
| -7% | -$407K | 0.14% | 113 |
|
|
2025
Q2 | $5.59M | Sell |
230,680
-33,256
| -13% | -$776K | 0.16% | 106 |
|
|
2025
Q1 | $6.69M | Buy |
263,936
+16,131
| +7% | +$422K | 0.22% | 78 |
|
|
2024
Q4 | $6.57M | Buy |
247,805
+13,350
| +6% | +$362K | 0.09% | 220 |
|
|
2024
Q3 | $6.79M | Buy |
234,455
+23,772
| +11% | +$693K | 0.25% | 78 |
|
|
2024
Q2 | $5.89M | Buy |
210,683
+9,715
| +5% | +$267K | 0.2% | 89 |
|
|
2024
Q1 | $5.58M | Buy |
200,968
+34,761
| +21% | +$965K | 0.2% | 95 |
|
|
2023
Q4 | $4.79M | Sell |
166,207
-8,607
| -5% | -$260K | 0.17% | 102 |
|
|
2023
Q3 | $5.8M | Sell |
174,814
-7,722
| -4% | -$273K | 0.26% | 71 |
|
|
2023
Q2 | $6.7M | Sell |
182,536
-36,426
| -17% | -$1.42M | 0.3% | 66 |
|
|
2023
Q1 | $8.93M | Sell |
218,962
-18,095
| -8% | -$782K | 0.43% | 51 |
|
|
2022
Q4 | $298K | Sell |
237,057
-3,782
| -2% | -$181K | 0.1% | 114 |
|
|
2022
Q3 | $10.5M | Buy |
240,839
+1,419
| +0.6% | +$69K | 0.61% | 37 |
|
|
2022
Q2 | $12.6M | Buy |
239,420
+1,464
| +0.6% | +$74.6K | 0.7% | 33 |
|
|
2022
Q1 | $12.3M | Buy |
237,956
+17,305
| +8% | +$898K | 0.59% | 37 |
|
|
2021
Q4 | $13M | Sell |
220,651
-467
| -0.2% | -$23.1K | 0.64% | 35 |
|
|
2021
Q3 | $9.51M | Buy |
221,118
+4,538
| +2% | +$201K | 0.53% | 46 |
|
|
2021
Q2 | $8.48M | Buy |
216,580
+8,413
| +4% | +$327K | 0.46% | 56 |
|
|
2021
Q1 | $7.54M | Sell |
208,167
-4,173
| -2% | -$148K | 0.45% | 63 |
|
|
2020
Q4 | $7.82M | Sell |
212,340
-108,824
| -34% | -$3.99M | 0.53% | 44 |
|
|
2020
Q3 | $11.2M | Buy |
321,164
+206,767
| +181% | +$7.25M | 0.85% | 26 |
|
|
2020
Q2 | $3.55M | Sell |
114,397
-558
| -0.5% | -$19K | 0.38% | 52 |
|
|
2020
Q1 | $3.56M | Buy |
114,955
+12,908
| +13% | +$440K | 0.52% | 43 |
|
|
2019
Q4 | $3.79M | Buy |
102,047
+3,545
| +4% | +$126K | 0.17% | 136 |
|
|
2019
Q3 | $3.36M | Sell |
98,502
-6,981
| -7% | -$254K | 0.41% | 51 |
|
|
2019
Q2 | $4.04M | Buy |
105,483
+14,714
| +16% | +$584K | 0.59% | 37 |
|
|
2019
Q1 | $3.66M | Buy |
90,769
+9,391
| +12% | +$376K | 0.51% | 44 |
|
|
2018
Q4 | $3.37M | Buy |
81,378
+14,035
| +21% | +$583K | 0.6% | 38 |
|
|
2018
Q3 | $2.71M | Buy |
67,343
+14,210
| +27% | +$547K | 0.49% | 46 |
|
|
2018
Q2 | $1.75M | Buy |
53,133
+2,944
| +6% | +$101K | 0.36% | 71 |
|
|
2018
Q1 | $1.67M | Buy |
50,189
+2,778
| +6% | +$95.5K | 0.37% | 73 |
|
|
2017
Q4 | $1.64M | Buy |
47,411
+3,129
| +7% | +$107K | 0.37% | 74 |
|
|
2017
Q3 | $1.52M | Sell |
44,282
-1,561
| -3% | -$50.2K | 0.42% | 67 |
|
|
2017
Q2 | $1.45M | Sell |
45,843
-4,057
| -8% | -$128K | 0.46% | 69 |
|
|
2017
Q1 | $1.62M | Buy |
49,900
+3,956
| +9% | +$125K | 0.26% | 117 |
|
|
2016
Q4 | $1.39M | Buy |
+45,944
| New | +$1.4M | 0.59% | 60 |
|
Other funds holding PFE
Independent Advisor Alliance's PFE Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Pfizer (PFE) stake by 2.1% in Q2 2026, selling an estimated $124K and leaving 223,046 shares worth $5.37M. The position accounts for 0.13% of the portfolio, ranked #118.
Independent Advisor Alliance first reported a position in PFE in Q4 2016 and has held it in 39 quarters since. The position peaked at $13M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Independent Advisor Alliance held 223,046 shares of Pfizer worth $5.37M as of Q2 2026.
- Independent Advisor Alliance sold 4,722 Pfizer shares in Q2 2026, an estimated $124K.
- Pfizer made up 0.13% of Independent Advisor Alliance's portfolio in Q2 2026, its #118 holding.
- Independent Advisor Alliance first reported a position in Pfizer in Q4 2016 and has held it in 39 quarters since.
- Independent Advisor Alliance's Pfizer position peaked at $13M in Q4 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.