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Joseph P. Lucia & Associates’s Pfizer PFE Stock Holding History

Joseph P. Lucia & Associates’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 		$207K Buy
8,608
+7
+0.1% +$183 0.06% 180
2026
Q1 		$242K Sell
8,601
-129
-1% -$3.43K 0.09% 152
2025
Q4 		$217K Buy
8,730
+88
+1% +$2.22K 0.08% 151
2025
Q3 		$220K Sell
8,642
-1,642
-16% -$40.5K 0.08% 146
2025
Q2 		$249K Sell
10,284
-10,044
-49% -$234K 0.1% 129
2025
Q1 		$515K Sell
20,328
-1,713
-8% -$44.8K 0.24% 83
2024
Q4 		$585K Sell
22,041
-9,094
-29% -$247K 0.26% 77
2024
Q3 		$901K Buy
31,135
+2,798
+10% +$81.6K 0.42% 65
2024
Q2 		$793K Buy
28,337
+19,134
+208% +$527K 0.41% 64
2024
Q1 		$255K Buy
+9,203
New +$255K 0.14% 102
2022
Q3 		– Sell
-966
Closed -$51K – 354
2022
Q2 		$51K Sell
966
-250
-21% -$12.7K 0.04% 178
2022
Q1 		$63K Buy
+1,216
New +$63.1K 0.04% 179
2021
Q4 		– Sell
-1,216
Closed -$52K – 431
2021
Q3 		$52K Hold
1,216
– – 0.03% 213
2021
Q2 		$48K Hold
1,216
– – 0.03% 224
2021
Q1 		$44K Sell
1,216
-76
-6% -$2.7K 0.02% 212
2020
Q4 		$48K Buy
+1,292
New +$47.4K 0.03% 188
2020
Q3 		– Sell
-522
Closed -$16K – 354
2020
Q2 		$16K Sell
522
-316
-38% -$10.7K 0.01% 263
2020
Q1 		$26K Buy
838
+149
+22% +$5.08K 0.03% 210
2019
Q4 		$26K Sell
689
-154
-18% -$5.49K 0.02% 221
2019
Q3 		$29K Sell
843
-264
-24% -$9.6K 0.03% 216
2019
Q2 		$46K Sell
1,107
-42,316
-97% -$1.68M 0.05% 179
2019
Q1 		$955 Buy
+43,423
New +$1.74M 0.07% 125

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Joseph P. Lucia & Associates's PFE Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Pfizer (PFE) stake by 0.08% in Q2 2026, buying an estimated $183 and bringing the position to 8,608 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #180.

Joseph P. Lucia & Associates first reported a position in PFE in Q1 2019 and has held it in 22 quarters since. The position peaked at $901K in Q3 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Joseph P. Lucia & Associates held 8,608 shares of Pfizer worth $207K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 7 Pfizer shares in Q2 2026, an estimated $183.
  • Pfizer made up 0.06% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #180 holding.
  • Joseph P. Lucia & Associates first reported a position in Pfizer in Q1 2019 and has held it in 22 quarters since.
  • Joseph P. Lucia & Associates's Pfizer position peaked at $901K in Q3 2024.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.