LBMC Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $263K | Sell |
10,922
-3,000
| -22% | -$78.5K | 0.01% | 216 |
|
|
2026
Q1 | $391K | Hold |
13,922
| – | – | 0.02% | 170 |
|
|
2025
Q4 | $347K | Sell |
13,922
-283
| -2% | -$7.14K | 0.02% | 172 |
|
|
2025
Q3 | $362K | Sell |
14,205
-836
| -6% | -$20.6K | 0.02% | 176 |
|
|
2025
Q2 | $365K | Hold |
15,041
| – | – | 0.03% | 153 |
|
|
2025
Q1 | $381K | Buy |
15,041
+283
| +2% | +$7.41K | 0.03% | 136 |
|
|
2024
Q4 | $392K | Buy |
14,758
+900
| +6% | +$24.4K | 0.03% | 132 |
|
|
2024
Q3 | $401K | Hold |
13,858
| – | – | 0.03% | 127 |
|
|
2024
Q2 | $388K | Sell |
13,858
-1,495
| -10% | -$41.2K | 0.03% | 118 |
|
|
2024
Q1 | $426K | Sell |
15,353
-1,304
| -8% | -$36.2K | 0.04% | 114 |
|
|
2023
Q4 | $480K | Sell |
16,657
-236
| -1% | -$7.13K | 0.05% | 95 |
|
|
2023
Q3 | $573K | Sell |
16,893
-5
| -0% | -$177 | 0.06% | 90 |
|
|
2023
Q2 | $620K | Sell |
16,898
-129
| -0.8% | -$5.02K | 0.06% | 85 |
|
|
2023
Q1 | $695K | Buy |
17,027
+8,797
| +107% | +$380K | 0.07% | 73 |
|
|
2022
Q4 | $422K | Sell |
8,230
-723
| -8% | -$34.7K | 0.04% | 104 |
|
|
2022
Q3 | $392K | Hold |
8,953
| – | – | 0.05% | 101 |
|
|
2022
Q2 | $469K | Buy |
8,953
+1,000
| +13% | +$51K | 0.05% | 83 |
|
|
2022
Q1 | $412K | Sell |
7,953
-58
| -0.7% | -$3.01K | 0.04% | 102 |
|
|
2021
Q4 | $473K | Buy |
8,011
+5,878
| +276% | +$291K | 0.04% | 97 |
|
|
2021
Q3 | $344K | Sell |
2,133
-5,858
| -73% | -$260K | 0.03% | 114 |
|
|
2021
Q2 | $313K | Buy |
+7,991
| New | +$311K | 0.03% | 124 |
|
|
2021
Q1 | – | Sell |
-5,848
| Closed | -$215K | – | 139 |
|
|
2020
Q4 | $215K | Buy |
+5,848
| New | +$215K | 0.03% | 127 |
|
|
2020
Q2 | – | Sell |
-6,526
| Closed | -$202K | – | 106 |
|
|
2020
Q1 | $202K | Hold |
6,526
| – | – | 0.04% | 86 |
|
|
2019
Q4 | $243K | Buy |
6,526
+123
| +2% | +$4.38K | 0.03% | 86 |
|
|
2019
Q3 | $218K | Sell |
6,403
-1,007
| -14% | -$36.6K | 0.03% | 86 |
|
|
2019
Q2 | $305K | Buy |
7,410
+659
| +10% | +$26.2K | 0.05% | 74 |
|
|
2019
Q1 | $272K | Sell |
6,751
-1,600
| -19% | -$64.1K | 0.04% | 78 |
|
|
2018
Q4 | $346K | Sell |
8,351
-619
| -7% | -$25.7K | 0.06% | 62 |
|
|
2018
Q3 | $375K | Sell |
8,970
-426
| -5% | -$16.4K | 0.06% | 71 |
|
|
2018
Q2 | $323K | Buy |
9,396
+777
| +9% | +$26.6K | 0.05% | 77 |
|
|
2018
Q1 | $290K | Sell |
8,619
-668
| -7% | -$23K | 0.05% | 69 |
|
|
2017
Q4 | $319K | Buy |
+9,287
| New | +$317K | 0.05% | 68 |
|
|
2017
Q2 | – | Sell |
-6,396
| Closed | -$208K | – | 76 |
|
|
2017
Q1 | $208K | Buy |
+6,396
| New | +$202K | 0.04% | 74 |
|
Other funds holding PFE
LBMC Investment Advisors's PFE Position: Q2 2026 in Review
LBMC Investment Advisors reduced its Pfizer (PFE) stake by 22% in Q2 2026, selling an estimated $78.5K and leaving 10,922 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #216.
LBMC Investment Advisors first reported a position in PFE in Q1 2017 and has held it in 33 quarters since. The position peaked at $695K in Q1 2023. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- LBMC Investment Advisors held 10,922 shares of Pfizer worth $263K as of Q2 2026.
- LBMC Investment Advisors sold 3,000 Pfizer shares in Q2 2026, an estimated $78.5K.
- Pfizer made up 0.01% of LBMC Investment Advisors's portfolio in Q2 2026, its #216 holding.
- LBMC Investment Advisors first reported a position in Pfizer in Q1 2017 and has held it in 33 quarters since.
- LBMC Investment Advisors's Pfizer position peaked at $695K in Q1 2023.
- 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.