Kelleher Financial 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 | $1.23M | Buy |
51,109
+13,267
| +35% | +$347K | 0.17% | 105 |
|
|
2026
Q1 | $1M | Buy |
37,842
+3,371
| +10% | +$89.7K | 0.25% | 66 |
|
|
2025
Q4 | $858K | Buy |
34,471
+14,663
| +74% | +$370K | 0.2% | 79 |
|
|
2025
Q3 | $505K | Sell |
19,808
-24,985
| -56% | -$617K | 0.13% | 111 |
|
|
2025
Q2 | $1.09M | Buy |
44,793
+4,797
| +12% | +$112K | 0.38% | 39 |
|
|
2025
Q1 | $1.01M | Buy |
39,996
+4,639
| +13% | +$121K | 0.4% | 39 |
|
|
2024
Q4 | $938K | Buy |
35,357
+1,088
| +3% | +$29.5K | 0.35% | 38 |
|
|
2024
Q3 | $992K | Sell |
34,269
-392
| -1% | -$11.4K | 0.38% | 36 |
|
|
2024
Q2 | $970K | Buy |
34,661
+5,035
| +17% | +$139K | 0.4% | 32 |
|
|
2024
Q1 | $822K | Buy |
29,626
+2,240
| +8% | +$62.2K | 0.34% | 41 |
|
|
2023
Q4 | $788K | Buy |
27,386
+2,378
| +10% | +$71.9K | 0.37% | 37 |
|
|
2023
Q3 | $829K | Sell |
25,008
-5,739
| -19% | -$203K | 0.43% | 35 |
|
|
2023
Q2 | $1.13M | Buy |
30,747
+5,325
| +21% | +$207K | 0.65% | 25 |
|
|
2023
Q1 | $1.04M | Sell |
25,422
-5,063
| -17% | -$219K | 0.69% | 26 |
|
|
2022
Q4 | $1.56M | Buy |
30,485
+48
| +0.2% | +$2.3K | 1.17% | 16 |
|
|
2022
Q3 | $1.33M | Sell |
30,437
-8,425
| -22% | -$409K | 0.95% | 20 |
|
|
2022
Q2 | $2.04M | Buy |
38,862
+8,570
| +28% | +$437K | 0.92% | 17 |
|
|
2022
Q1 | $1.57M | Sell |
30,292
-46
| -0.2% | -$2.39K | 0.87% | 23 |
|
|
2021
Q4 | $1.79M | Sell |
30,338
-15,147
| -33% | -$750K | 0.95% | 22 |
|
|
2021
Q3 | $1.96M | Buy |
45,485
+15,015
| +49% | +$665K | 0.86% | 24 |
|
|
2021
Q2 | $1.19M | Buy |
30,470
+1,435
| +5% | +$55.8K | 0.67% | 25 |
|
|
2021
Q1 | $1.05M | Buy |
29,035
+1,023
| +4% | +$36.3K | 0.68% | 30 |
|
|
2020
Q4 | $1.03M | Sell |
28,012
-2,140
| -7% | -$78.5K | 0.78% | 25 |
|
|
2020
Q3 | $1.05M | Buy |
30,152
+24
| +0.1% | +$841 | 0.87% | 23 |
|
|
2020
Q2 | $934K | Buy |
30,128
+29
| +0.1% | +$985 | 0.9% | 25 |
|
|
2020
Q1 | $931K | Buy |
30,099
+1,641
| +6% | +$55.9K | 1.11% | 18 |
|
|
2019
Q4 | $1.06M | Buy |
28,458
+171
| +0.6% | +$6.09K | 1.07% | 21 |
|
|
2019
Q3 | $963K | Hold |
28,287
| – | – | 1.17% | 18 |
|
|
2019
Q2 | $1.16M | Buy |
+28,287
| New | +$1.12M | 1.43% | 15 |
|
|
2018
Q4 | $1.17M | Hold |
28,329
| – | – | 1.88% | 10 |
|
|
2018
Q3 | $1.18M | Buy |
28,329
+366
| +1% | +$14.1K | 1.54% | 15 |
|
|
2018
Q2 | $962K | Sell |
27,963
-233
| -0.8% | -$7.96K | 1.38% | 14 |
|
|
2018
Q1 | $949K | Sell |
28,196
-995
| -3% | -$34.2K | 1.29% | 15 |
|
|
2017
Q4 | $1M | Buy |
29,191
+10,331
| +55% | +$352K | 1.58% | 15 |
|
|
2017
Q3 | $639K | Buy |
18,860
+2
| +0% | +$64 | 1.34% | 23 |
|
|
2017
Q2 | $601K | Sell |
18,858
-2,630
| -12% | -$82.9K | 1.16% | 22 |
|
|
2017
Q1 | $697K | Sell |
21,488
-70,080
| -77% | -$2.21M | 1.49% | 18 |
|
|
2016
Q4 | $2.82M | Buy |
91,568
+208
| +0.2% | +$6.35K | 1.57% | 22 |
|
|
2016
Q3 | $2.94M | Sell |
91,360
-1,475
| -2% | -$49.3K | 1.66% | 21 |
|
|
2016
Q2 | $3.1M | Sell |
92,835
-857
| -0.9% | -$27.4K | 1.88% | 17 |
|
|
2016
Q1 | $2.63M | Buy |
93,692
+10,079
| +12% | +$288K | 1.45% | 18 |
|
|
2015
Q4 | $2.56M | Hold |
83,613
| – | – | 1.74% | 21 |
|
|
2015
Q3 | $2.49M | Sell |
83,613
-2,319
| -3% | -$74.4K | 1.65% | 19 |
|
|
2015
Q2 | $2.73M | Sell |
85,932
-527
| -0.6% | -$17.2K | 1.56% | 21 |
|
|
2015
Q1 | $2.85M | Sell |
86,459
-2,581
| -3% | -$82.1K | 1.58% | 19 |
|
|
2014
Q4 | $2.63M | Buy |
89,040
+264
| +0.3% | +$7.57K | 1.41% | 22 |
|
|
2014
Q3 | $2.52M | Buy |
88,776
+105
| +0.1% | +$2.95K | 1.37% | 22 |
|
|
2014
Q2 | $2.5M | Buy |
88,671
+105
| +0.1% | +$2.99K | 1.3% | 26 |
|
|
2014
Q1 | $2.7M | Sell |
88,566
-527
| -0.6% | -$15.7K | 1.47% | 24 |
|
|
2013
Q4 | $2.59M | Buy |
89,093
+10,540
| +13% | +$307K | 1.34% | 22 |
|
|
2013
Q3 | $2.14M | Sell |
78,553
-210
| -0.3% | -$5.71K | 1.22% | 28 |
|
|
2013
Q2 | $2.09M | Buy |
+78,763
| New | +$2.18M | 1.28% | 27 |
|
Other funds holding PFE
Kelleher Financial Advisors's PFE Position: Q2 2026 in Review
Kelleher Financial Advisors increased its Pfizer (PFE) stake by 35% in Q2 2026, buying an estimated $347K and bringing the position to 51,109 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #105.
Kelleher Financial Advisors first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.1M in Q2 2016. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Kelleher Financial Advisors held 51,109 shares of Pfizer worth $1.23M as of Q2 2026.
- Kelleher Financial Advisors bought 13,267 Pfizer shares in Q2 2026, an estimated $347K.
- Pfizer made up 0.17% of Kelleher Financial Advisors's portfolio in Q2 2026, its #105 holding.
- Kelleher Financial Advisors first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
- Kelleher Financial Advisors's Pfizer position peaked at $3.1M in Q2 2016.
- 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.