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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lebenthal Global Advisors's PFE Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its Pfizer (PFE) stake by 8.8% in Q1 2026, selling an estimated $103K and leaving 40,264 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #97.

Lebenthal Global Advisors first reported a position in PFE in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.14M in Q3 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Lebenthal Global Advisors held 40,264 shares of Pfizer worth $1.13M as of Q1 2026.
Lebenthal Global Advisors sold 3,869 Pfizer shares in Q1 2026, an estimated $103K.
Pfizer made up 0.16% of Lebenthal Global Advisors's portfolio in Q1 2026, its #97 holding.
Lebenthal Global Advisors first reported a position in Pfizer in Q4 2020 and has held it in 9 quarters since.
Lebenthal Global Advisors's Pfizer position peaked at $1.14M in Q3 2025.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.