Laurel Wealth Advisors (North Carolina)’s Pfizer PFE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$807K	Sell	33,494 -2,259	-6%	-$59.1K	0.08%	124
2026 Q1	$918K	Sell	35,753 -2,939	-8%	-$78.2K	0.09%	121
2025 Q4	$963K	Sell	38,692 -5,254	-12%	-$132K	0.13%	115
2025 Q3	$1.12M	Sell	43,946 -3,690	-8%	-$91.1K	0.16%	108
2025 Q2	$1.15M	Sell	47,636 -1,525	-3%	-$35.6K	0.17%	106
2025 Q1	$1.25M	Sell	49,161 -7,624	-13%	-$199K	0.2%	99
2024 Q4	$1.51M	Sell	56,785 -2,212	-4%	-$60K	0.24%	90
2024 Q3	$1.71M	Buy	58,997 +9,762	+20%	+$285K	0.27%	82
2024 Q2	$1.38M	Buy	49,235 +19,336	+65%	+$532K	0.24%	88
2024 Q1	$830K	Buy	29,899 +16,633	+125%	+$462K	0.14%	112
2023 Q4	$382K	Sell	13,266 -4,575	-26%	-$138K	0.07%	129
2023 Q3	$592K	Sell	17,841 -2,555	-13%	-$90.4K	0.13%	115
2023 Q2	$748K	Sell	20,396 -1,200	-6%	-$46.7K	0.15%	109
2023 Q1	$881K	Buy	21,596 +3,557	+20%	+$154K	0.19%	95
2022 Q4	$924K	Buy	18,039 +750	+4%	+$36K	0.21%	92
2022 Q3	$757K	Hold	17,289	–	–	0.19%	97
2022 Q2	$906K	Hold	17,289	–	–	0.22%	90
2022 Q1	$895K	Hold	17,289	–	–	0.19%	99
2021 Q4	$1.02M	Buy	17,289 +950	+6%	+$47.1K	0.21%	91
2021 Q3	$703K	Buy	16,339 +1,900	+13%	+$84.2K	0.16%	108
2021 Q2	$565K	Hold	14,439	–	–	0.12%	114
2021 Q1	$523K	Buy	14,439 +237	+2%	+$8.41K	0.13%	113
2020 Q4	$523K	Buy	14,202 +468	+3%	+$17.2K	0.14%	108
2020 Q3	$478K	Buy	13,734 +833	+6%	+$29.2K	0.14%	105
2020 Q2	$400K	Buy	12,901 +2,635	+26%	+$89.5K	0.13%	107
2020 Q1	$318K	Buy	10,266 +96	+0.9%	+$3.27K	0.12%	113
2019 Q4	$378K	Sell	10,170 -738	-7%	-$26.3K	0.12%	119
2019 Q3	$372K	Buy	10,908 +74	+0.7%	+$2.69K	0.13%	117
2019 Q2	$445K	Buy	10,834 +764	+8%	+$30.3K	0.16%	109
2019 Q1	$406K	Hold	10,070	–	–	0.15%	108
2018 Q4	$417K	Buy	+10,070	New	+$418K	0.17%	101

Other funds holding PFE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PFE Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Pfizer (PFE) stake by 6.3% in Q2 2026, selling an estimated $59.1K and leaving 33,494 shares worth $807K. The position accounts for 0.08% of the portfolio, ranked #124.

Laurel Wealth Advisors (North Carolina) first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.71M in Q3 2024. 557 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 33,494 shares of Pfizer worth $807K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) sold 2,259 Pfizer shares in Q2 2026, an estimated $59.1K.
Pfizer made up 0.08% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #124 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s Pfizer position peaked at $1.71M in Q3 2024.
557 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.