LFA
PFE icon

Lauterbach Financial Advisors’s Pfizer PFE Stock Holding History

Lauterbach Financial 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 		$1.14M Buy
47,299
+531
+1% +$13.9K 0.49% 29
2026
Q1 		$1.31M Buy
46,768
+519
+1% +$13.8K 0.64% 23
2025
Q4 		$1.15M Buy
46,249
+525
+1% +$13.2K 0.56% 27
2025
Q3 		$1.17M Buy
45,724
+535
+1% +$13.2K 0.59% 25
2025
Q2 		$1.1M Buy
45,189
+527
+1% +$12.3K 0.6% 24
2025
Q1 		$1.13M Sell
44,662
-3,285
-7% -$86K 0.71% 22
2024
Q4 		$1.27M Buy
47,947
+13,881
+41% +$377K 0.77% 21
2024
Q3 		$986K Buy
34,066
+286
+0.8% +$8.34K 0.6% 24
2024
Q2 		$1.03M Buy
33,780
+1,485
+5% +$40.9K 0.68% 23
2024
Q1 		$896K Buy
32,295
+16,582
+106% +$460K 0.59% 23
2023
Q4 		$452K Buy
15,713
+437
+3% +$13.2K 0.32% 36
2023
Q3 		$507K Hold
15,276
– – 0.4% 30
2023
Q2 		$560K Hold
15,276
– – 0.43% 29
2023
Q1 		$623K Sell
15,276
-473
-3% -$20.4K 0.5% 26
2022
Q4 		$807K Hold
15,749
– – 0.72% 19
2022
Q3 		$689K Hold
15,749
– – 0.7% 20
2022
Q2 		$826K Hold
15,749
– – 0.78% 16
2022
Q1 		$815K Sell
15,749
-1,000
-6% -$51.9K 0.74% 17
2021
Q4 		$989K Buy
+16,749
New +$830K 0.87% 14

Other funds holding PFE

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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lauterbach Financial Advisors's PFE Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Pfizer (PFE) stake by 1.1% in Q2 2026, buying an estimated $13.9K and bringing the position to 47,299 shares worth $1.14M. The position accounts for 0.49% of the portfolio, ranked #29.

Lauterbach Financial Advisors first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q1 2026. 1,328 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Lauterbach Financial Advisors held 47,299 shares of Pfizer worth $1.14M as of Q2 2026.
  • Lauterbach Financial Advisors bought 531 Pfizer shares in Q2 2026, an estimated $13.9K.
  • Pfizer made up 0.49% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Lauterbach Financial Advisors first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's Pfizer position peaked at $1.31M in Q1 2026.
  • 1,328 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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