Investment Research & Advisory Group’s Pfizer PFE Stock Holding History

Investment Research & Advisory Group’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	$46K	Buy	1,702 +1,179	+225%	+$30.8K	0.01%	141
2026 Q1	$18K	Hold	523	–	–	0.01%	181
2025 Q4	$15.9K	Sell	523 -441	-46%	-$11.1K	0.01%	174
2025 Q3	$27.6K	Buy	964 +1	+0.1%	+$25	0.01%	140
2025 Q2	$23.4K	Buy	963 +563	+141%	+$13.1K	0.01%	143
2025 Q1	$10.1K	Buy	400 +350	+700%	+$9.16K	﹤0.01%	167
2024 Q4	$1.33K	Buy	50 +25	+100%	+$678	﹤0.01%	189
2024 Q3	$722	Hold	25	–	–	﹤0.01%	195
2024 Q2	$700	Hold	25	–	–	﹤0.01%	193
2024 Q1	$694	Sell	25 -37,266	-100%	-$1.03M	﹤0.01%	196
2023 Q4	$1.07M	Sell	37,291 -31,710	-46%	-$959K	0.55%	40
2023 Q3	$2.29M	Buy	69,001 +2,245	+3%	+$79.4K	1.3%	24
2023 Q2	$2.45M	Buy	66,756 +819	+1%	+$31.9K	1.42%	21
2023 Q1	$2.69M	Sell	65,937 -139	-0.2%	-$6K	1.73%	15
2022 Q4	$3.39M	Sell	66,076 -649	-1%	-$31.1K	2.22%	12
2022 Q3	$2.92M	Buy	+66,725	New	+$3.24M	2.19%	11

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investment Research & Advisory Group's PFE Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Pfizer (PFE) stake by 225% in Q2 2026, buying an estimated $30.8K and bringing the position to 1,702 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #141.

Investment Research & Advisory Group first reported a position in PFE in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.39M in Q4 2022. 1,163 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Investment Research & Advisory Group held 1,702 shares of Pfizer worth $46K as of Q2 2026.
Investment Research & Advisory Group bought 1,179 Pfizer shares in Q2 2026, an estimated $30.8K.
Pfizer made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #141 holding.
Investment Research & Advisory Group first reported a position in Pfizer in Q3 2022 and has held it in 16 quarters since.
Investment Research & Advisory Group's Pfizer position peaked at $3.39M in Q4 2022.
1,163 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.