Lakeside Advisors
PFE icon

Lakeside Advisors’s Pfizer PFE Stock Holding History

Lakeside 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
Q3 		$314K Buy
11,027
+734
+7% +$19.5K 0.18% 59
2026
Q2 		$248K Buy
10,293
+203
+2% +$5.31K 0.16% 62
2026
Q1 		$283K Buy
10,090
+4
+0% +$106 0.19% 59
2025
Q4 		$251K Sell
10,086
-896
-8% -$22.6K 0.16% 57
2025
Q3 		$280K Sell
10,982
-497
-4% -$12.3K 0.18% 54
2025
Q2 		$278K Buy
11,479
+4
+0% +$93 0.18% 55
2025
Q1 		$291K Buy
11,475
+104
+0.9% +$2.72K 0.19% 53
2024
Q4 		$302K Buy
11,371
+1,553
+16% +$42.1K 0.2% 54
2024
Q3 		$284K Buy
9,818
+1,003
+11% +$29.3K 0.18% 59
2024
Q2 		$247K Buy
8,815
+303
+4% +$8.34K 0.16% 59
2024
Q1 		$236K Sell
8,512
-1,000
-11% -$27.7K 0.15% 58
2023
Q4 		$274K Buy
9,512
+3,000
+46% +$90.7K 0.19% 55
2023
Q3 		$216K Buy
6,512
+1,000
+18% +$35.4K 0.17% 57
2023
Q2 		$202K Hold
5,512
– – 0.15% 58
2023
Q1 		$225K Hold
5,512
– – 0.17% 54
2022
Q4 		$282K Hold
5,512
– – 0.23% 48
2022
Q3 		$241K Hold
5,512
– – 0.22% 51
2022
Q2 		$289K Hold
5,512
– – 0.25% 47
2022
Q1 		$285K Hold
5,512
– – 0.22% 48
2021
Q4 		$325K Buy
+5,512
New +$273K 0.24% 41

Other funds holding PFE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lakeside Advisors's PFE Position: Q3 2026 in Review

Lakeside Advisors increased its Pfizer (PFE) stake by 7.1% in Q3 2026, buying an estimated $19.5K and bringing the position to 11,027 shares worth $314K. The position accounts for 0.18% of the portfolio, ranked #59.

Lakeside Advisors first reported a position in PFE in Q4 2021 and has held it in 20 quarters since. The position peaked at $325K in Q4 2021. 2,277 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Lakeside Advisors held 11,027 shares of Pfizer worth $314K as of Q3 2026.
  • Lakeside Advisors bought 734 Pfizer shares in Q3 2026, an estimated $19.5K.
  • Pfizer made up 0.18% of Lakeside Advisors's portfolio in Q3 2026, its #59 holding.
  • Lakeside Advisors first reported a position in Pfizer in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's Pfizer position peaked at $325K in Q4 2021.
  • 2,277 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.