Lavelle Capital’s Pfizer PFE Stock Holding History

Lavelle Capital’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	$722K	Hold	30,000	–	–	0.31%	47
2026 Q1	$842K	Sell	30,000 -5,750	-16%	-$153K	0.52%	40
2025 Q4	$779K	Buy	+35,750	New	+$902K	0.49%	46

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lavelle Capital's PFE Position: Q2 2026 in Review

Lavelle Capital held its Pfizer (PFE) position steady in Q2 2026 at 30,000 shares worth $722K. The position accounts for 0.31% of the portfolio, ranked #47.

Lavelle Capital first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $842K in Q1 2026. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Lavelle Capital held 30,000 shares of Pfizer worth $722K as of Q2 2026.
Lavelle Capital left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.31% of Lavelle Capital's portfolio in Q2 2026, its #47 holding.
Lavelle Capital first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
Lavelle Capital's Pfizer position peaked at $842K in Q1 2026.
2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.