Lakeshore Financial Planning’s Pfizer PFE Stock Holding History

Lakeshore Financial Planning’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	–	Sell	-10,186	Closed	-$286K	–	97
2026 Q1	$286K	Sell	10,186 -107	-1%	-$2.85K	0.1%	62
2025 Q4	$256K	Buy	10,293 +5	+0%	+$126	0.09%	66
2025 Q3	$262K	Buy	10,288 +17	+0.2%	+$420	0.1%	64
2025 Q2	$249K	Sell	10,271 -14	-0.1%	-$326	0.1%	64
2025 Q1	$261K	Sell	10,285 -2,058	-17%	-$53.9K	0.11%	58
2024 Q4	$327K	Buy	+12,343	New	+$335K	0.14%	49

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lakeshore Financial Planning's PFE Position: Q2 2026 in Review

Lakeshore Financial Planning sold out of Pfizer (PFE) in Q2 2026, closing a stake of 10,186 shares — an estimated $286K sold.

Lakeshore Financial Planning first reported a position in PFE in Q4 2024 and held it in 6 quarters. The position peaked at $327K in Q4 2024. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Lakeshore Financial Planning reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Lakeshore Financial Planning sold 10,186 Pfizer shares in Q2 2026, an estimated $286K.
Lakeshore Financial Planning first reported a position in Pfizer in Q4 2024 and held it in 6 quarters.
Lakeshore Financial Planning's Pfizer position peaked at $327K in Q4 2024.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.