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Lebenthal Global Advisors’s Pfizer PFE Stock Holding History

Lebenthal Global 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 		$1.11M Buy
45,901
+5,637
+14% +$147K 0.15% 99
2026
Q1 		$1.13M Sell
40,264
-3,869
-9% -$103K 0.16% 97
2025
Q4 		$1.1M Sell
44,133
-682
-2% -$17.2K 0.17% 90
2025
Q3 		$1.14M Buy
44,815
+14,504
+48% +$358K 0.2% 83
2025
Q2 		$735K Buy
30,311
+180
+0.6% +$4.2K 0.14% 104
2025
Q1 		$764K Buy
30,131
+3,230
+12% +$84.5K 0.14% 95
2024
Q4 		$714K Buy
26,901
+7,765
+41% +$211K 0.13% 110
2024
Q3 		$554K Buy
19,136
+831
+5% +$24.2K 0.11% 118
2024
Q2 		$512K Buy
+18,305
New +$504K 0.11% 108
2021
Q1 		– Sell
-1,758
Closed -$64K – 427
2020
Q4 		$64K Buy
+1,758
New +$64.5K 0.05% 226

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lebenthal Global Advisors's PFE Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Pfizer (PFE) stake by 14% in Q2 2026, buying an estimated $147K and bringing the position to 45,901 shares worth $1.11M. The position accounts for 0.15% of the portfolio, ranked #99.

Lebenthal Global Advisors first reported a position in PFE in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.14M in Q3 2025. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Lebenthal Global Advisors held 45,901 shares of Pfizer worth $1.11M as of Q2 2026.
  • Lebenthal Global Advisors bought 5,637 Pfizer shares in Q2 2026, an estimated $147K.
  • Pfizer made up 0.15% of Lebenthal Global Advisors's portfolio in Q2 2026, its #99 holding.
  • Lebenthal Global Advisors first reported a position in Pfizer in Q4 2020 and has held it in 10 quarters since.
  • Lebenthal Global Advisors's Pfizer position peaked at $1.14M in Q3 2025.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.