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Lantern Wealth Advisors’s Pfizer PFE Stock Holding History

Lantern Wealth 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 		$416K Buy
17,273
+672
+4% +$17.6K 0.19% 121
2026
Q1 		$466K Sell
16,601
-1,337
-7% -$35.6K 0.24% 109
2025
Q4 		$447K Sell
17,938
-188
-1% -$4.74K 0.24% 104
2025
Q3 		$462K Buy
18,126
+925
+5% +$22.8K 0.24% 97
2025
Q2 		$417K Buy
+17,201
New +$401K 0.25% 89
2024
Q4 		$334K Buy
12,577
+882
+8% +$23.9K 0.22% 94
2024
Q3 		$338K Sell
11,695
-1,232
-10% -$35.9K 0.23% 88
2024
Q2 		$362K Sell
12,927
-2,069
-14% -$57K 0.26% 84
2024
Q1 		$416K Buy
14,996
+428
+3% +$11.9K 0.29% 83
2023
Q4 		$419K Buy
+14,568
New +$440K 0.33% 77

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lantern Wealth Advisors's PFE Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Pfizer (PFE) stake by 4% in Q2 2026, buying an estimated $17.6K and bringing the position to 17,273 shares worth $416K. The position accounts for 0.19% of the portfolio, ranked #121.

Lantern Wealth Advisors first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $466K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Lantern Wealth Advisors held 17,273 shares of Pfizer worth $416K as of Q2 2026.
  • Lantern Wealth Advisors bought 672 Pfizer shares in Q2 2026, an estimated $17.6K.
  • Pfizer made up 0.19% of Lantern Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Lantern Wealth Advisors first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • Lantern Wealth Advisors's Pfizer position peaked at $466K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.