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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Lakeside Advisors's PFE Position: Q2 2026 in Review

Lakeside Advisors increased its Pfizer (PFE) stake by 2% in Q2 2026, buying an estimated $5.31K and bringing the position to 10,293 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #62.

Lakeside Advisors first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $325K in Q4 2021. 1,596 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Lakeside Advisors held 10,293 shares of Pfizer worth $248K as of Q2 2026.
  • Lakeside Advisors bought 203 Pfizer shares in Q2 2026, an estimated $5.31K.
  • Pfizer made up 0.16% of Lakeside Advisors's portfolio in Q2 2026, its #62 holding.
  • Lakeside Advisors first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's Pfizer position peaked at $325K in Q4 2021.
  • 1,596 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.