Key Client Fiduciary Advisors’s Pfizer PFE Stock Holding History

Key Client Fiduciary Advisors’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	$747K	Buy	31,030 +2,261	+8%	+$59.1K	0.22%	94
2026 Q1	$808K	Buy	28,769 +576	+2%	+$15.3K	0.27%	77
2025 Q4	$702K	Buy	28,193 +285	+1%	+$7.19K	0.24%	88
2025 Q3	$711K	Buy	27,908 +2,989	+12%	+$73.8K	0.24%	87
2025 Q2	$604K	Sell	24,919 -691	-3%	-$16.1K	0.24%	93
2025 Q1	$649K	Sell	25,610 -1,391	-5%	-$36.4K	0.3%	80
2024 Q4	$716K	Sell	27,001 -1,709	-6%	-$46.4K	0.32%	77
2024 Q3	$831K	Buy	28,710 +4,156	+17%	+$121K	0.37%	63
2024 Q2	$687K	Buy	24,554 +107	+0.4%	+$2.95K	0.34%	67
2024 Q1	$678K	Buy	24,447 +2,362	+11%	+$65.5K	0.36%	65
2023 Q4	$636K	Sell	22,085 -657	-3%	-$19.9K	0.37%	64
2023 Q3	$754K	Buy	22,742 +1,664	+8%	+$58.8K	0.46%	46
2023 Q2	$773K	Buy	21,078 +211	+1%	+$8.21K	0.45%	48
2023 Q1	$851K	Sell	20,867 -533	-2%	-$23K	0.53%	41
2022 Q4	$1.1M	Buy	21,400 +10,806	+102%	+$518K	0.74%	36
2022 Q3	$464K	Buy	10,594 +42	+0.4%	+$2.04K	0.42%	50
2022 Q2	$553K	Sell	10,552 -1,692	-14%	-$86.2K	0.54%	43
2022 Q1	$634K	Buy	12,244 +1,596	+15%	+$82.8K	0.5%	50
2021 Q4	$629K	Buy	+10,648	New	+$528K	0.52%	50

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Key Client Fiduciary Advisors's PFE Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Pfizer (PFE) stake by 7.9% in Q2 2026, buying an estimated $59.1K and bringing the position to 31,030 shares worth $747K. The position accounts for 0.22% of the portfolio, ranked #94.

Key Client Fiduciary Advisors first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Key Client Fiduciary Advisors held 31,030 shares of Pfizer worth $747K as of Q2 2026.
Key Client Fiduciary Advisors bought 2,261 Pfizer shares in Q2 2026, an estimated $59.1K.
Pfizer made up 0.22% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #94 holding.
Key Client Fiduciary Advisors first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's Pfizer position peaked at $1.1M in Q4 2022.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.