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Investment Advisory Services’s Pfizer PFE Stock Holding History

Investment Advisory Services’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 		$290K Buy
12,058
+299
+3% +$7.82K 0.08% 108
2026
Q1 		$330K Buy
11,759
+118
+1% +$3.14K 0.11% 92
2025
Q4 		$290K Buy
11,641
+349
+3% +$8.8K 0.09% 96
2025
Q3 		$288K Buy
11,292
+345
+3% +$8.52K 0.09% 98
2025
Q2 		$265K Sell
10,947
-454
-4% -$10.6K 0.09% 103
2025
Q1 		$289K Buy
11,401
+31
+0.3% +$811 0.1% 95
2024
Q4 		$302K Buy
11,370
+1,824
+19% +$49.5K 0.11% 92
2024
Q3 		$276K Sell
9,546
-1,751
-15% -$51.1K 0.1% 98
2024
Q2 		$316K Sell
11,297
-903
-7% -$24.9K 0.12% 94
2024
Q1 		$339K Buy
12,200
+118
+1% +$3.27K 0.12% 93
2023
Q4 		$348K Sell
12,082
-8,015
-40% -$242K 0.14% 91
2023
Q3 		$667K Buy
20,097
+325
+2% +$11.5K 0.29% 64
2023
Q2 		$725K Buy
19,772
+2,985
+18% +$116K 0.31% 63
2023
Q1 		$685K Sell
16,787
-526
-3% -$22.7K 0.34% 59
2022
Q4 		$913K Sell
17,313
-7
-0% -$336 0.47% 51
2022
Q3 		$758K Buy
17,320
+87
+0.5% +$4.23K 0.45% 51
2022
Q2 		$904K Buy
17,233
+1,301
+8% +$66.3K 0.52% 49
2022
Q1 		$825K Buy
15,932
+1
+0% +$52 0.46% 54
2021
Q4 		$941K Sell
15,931
-1,500
-9% -$74.3K 0.51% 48
2021
Q3 		$750K Sell
17,431
-72
-0.4% -$3.19K 0.46% 53
2021
Q2 		$685K Buy
+17,503
New +$681K 0.42% 54
2020
Q4 		$612K Buy
16,825
+779
+5% +$28.6K 0.43% 56
2020
Q3 		$559K Buy
16,046
+510
+3% +$17.9K 0.44% 56
2020
Q2 		$482K Buy
15,536
+4,556
+41% +$155K 0.41% 58
2020
Q1 		$360K Hold
10,980
– – 0.39% 56
2019
Q4 		$408K Buy
+10,980
New +$391K 0.37% 50

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Investment Advisory Services's PFE Position: Q2 2026 in Review

Investment Advisory Services increased its Pfizer (PFE) stake by 2.5% in Q2 2026, buying an estimated $7.82K and bringing the position to 12,058 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #108.

Investment Advisory Services first reported a position in PFE in Q4 2019 and has held it in 26 quarters since. The position peaked at $941K in Q4 2021. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Investment Advisory Services held 12,058 shares of Pfizer worth $290K as of Q2 2026.
  • Investment Advisory Services bought 299 Pfizer shares in Q2 2026, an estimated $7.82K.
  • Pfizer made up 0.08% of Investment Advisory Services's portfolio in Q2 2026, its #108 holding.
  • Investment Advisory Services first reported a position in Pfizer in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's Pfizer position peaked at $941K in Q4 2021.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.