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Lawood & Co’s Pfizer PFE Stock Holding History

Lawood & Co’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
Q3 		$408K Sell
14,293
-525
-4% -$14K 0.28% 65
2026
Q2 		$357K Sell
14,818
-733
-5% -$19.2K 0.24% 71
2026
Q1 		$437K Sell
15,551
-356
-2% -$9.48K 0.41% 60
2025
Q4 		$396K Buy
+15,907
New +$401K 0.38% 65

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Lawood & Co's PFE Position: Q3 2026 in Review

Lawood & Co reduced its Pfizer (PFE) stake by 3.5% in Q3 2026, selling an estimated $14K and leaving 14,293 shares worth $408K. The position accounts for 0.28% of the portfolio, ranked #65.

Lawood & Co first reported a position in PFE in Q4 2025 and has held it in 4 quarters since. The position peaked at $437K in Q1 2026. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Lawood & Co held 14,293 shares of Pfizer worth $408K as of Q3 2026.
  • Lawood & Co sold 525 Pfizer shares in Q3 2026, an estimated $14K.
  • Pfizer made up 0.28% of Lawood & Co's portfolio in Q3 2026, its #65 holding.
  • Lawood & Co first reported a position in Pfizer in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Pfizer position peaked at $437K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.