Lee Financial’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 | $241K | Sell |
10,021
-763
| -7% | -$20K | 0.03% | 147 |
|
|
2026
Q1 | $303K | Sell |
10,784
-93
| -0.9% | -$2.48K | 0.04% | 124 |
|
|
2025
Q4 | $271K | Sell |
10,877
-1,602
| -13% | -$40.4K | 0.04% | 123 |
|
|
2025
Q3 | $318K | Buy |
12,479
+1,526
| +14% | +$37.7K | 0.04% | 141 |
|
|
2025
Q2 | $266K | Buy |
10,953
+13
| +0.1% | +$303 | 0.04% | 122 |
|
|
2025
Q1 | $277K | Sell |
10,940
-635
| -5% | -$16.6K | 0.04% | 124 |
|
|
2024
Q4 | $307K | Sell |
11,575
-96
| -0.8% | -$2.6K | 0.04% | 147 |
|
|
2024
Q3 | $338K | Buy |
11,671
+3,895
| +50% | +$114K | 0.05% | 137 |
|
|
2024
Q2 | $218K | Buy |
+7,776
| New | +$214K | 0.04% | 134 |
|
|
2024
Q1 | – | Sell |
-4,261
| Closed | -$123K | – | 627 |
|
|
2023
Q4 | $123K | Buy |
4,261
+59
| +1% | +$1.78K | 0.02% | 161 |
|
|
2023
Q3 | $139K | Sell |
4,202
-130
| -3% | -$4.6K | 0.03% | 142 |
|
|
2023
Q2 | $159K | Sell |
4,332
-338
| -7% | -$13.2K | 0.03% | 140 |
|
|
2023
Q1 | $191K | Sell |
4,670
-431
| -8% | -$18.6K | 0.03% | 129 |
|
|
2022
Q4 | $261K | Sell |
5,101
-193
| -4% | -$9.25K | 0.04% | 126 |
|
|
2022
Q3 | $232K | Buy |
5,294
+1,227
| +30% | +$59.6K | 0.04% | 132 |
|
|
2022
Q2 | $213K | Buy |
4,067
+2,714
| +201% | +$138K | 0.04% | 140 |
|
|
2022
Q1 | $70K | Sell |
1,353
-96
| -7% | -$4.98K | 0.01% | 214 |
|
|
2021
Q4 | $86K | Sell |
1,449
-3,119
| -68% | -$155K | 0.02% | 205 |
|
|
2021
Q3 | $196K | Buy |
4,568
+681
| +18% | +$30.2K | 0.04% | 141 |
|
|
2021
Q2 | $152K | Buy |
3,887
+66
| +2% | +$2.57K | 0.03% | 155 |
|
|
2021
Q1 | $138K | Buy |
3,821
+1,597
| +72% | +$56.7K | 0.03% | 154 |
|
|
2020
Q4 | $82K | Sell |
2,224
-1,332
| -37% | -$48.9K | 0.02% | 176 |
|
|
2020
Q3 | $124K | Buy |
3,556
+1,304
| +58% | +$45.7K | 0.03% | 141 |
|
|
2020
Q2 | $70K | Buy |
2,252
+474
| +27% | +$16.1K | 0.02% | 167 |
|
|
2020
Q1 | $55K | Sell |
1,778
-2,050
| -54% | -$69.9K | 0.02% | 162 |
|
|
2019
Q4 | $142K | Hold |
3,828
| – | – | 0.03% | 137 |
|
|
2019
Q3 | $130K | Sell |
3,828
-988
| -21% | -$35.9K | 0.03% | 139 |
|
|
2019
Q2 | $198K | Buy |
4,816
+280
| +6% | +$11.1K | 0.04% | 126 |
|
|
2019
Q1 | $183K | Buy |
4,536
+2,473
| +120% | +$99K | 0.04% | 130 |
|
|
2018
Q4 | $85K | Buy |
2,063
+16
| +0.8% | +$664 | 0.02% | 153 |
|
|
2018
Q3 | $86K | Sell |
2,047
-3,534
| -63% | -$136K | 0.02% | 171 |
|
|
2018
Q2 | $192K | Sell |
5,581
-220
| -4% | -$7.52K | 0.05% | 163 |
|
|
2018
Q1 | $195K | Buy |
5,801
+4,203
| +263% | +$144K | 0.05% | 156 |
|
|
2017
Q4 | $55K | Sell |
1,598
-9,776
| -86% | -$333K | 0.02% | 183 |
|
|
2017
Q3 | $385K | Sell |
11,374
-21,122
| -65% | -$679K | 0.12% | 84 |
|
|
2017
Q2 | $1.04M | Sell |
32,496
-1,689
| -5% | -$53.3K | 0.38% | 60 |
|
|
2017
Q1 | $1.11M | Sell |
34,185
-64
| -0.2% | -$2.02K | 0.44% | 50 |
|
|
2016
Q4 | $1.05M | Buy |
+34,249
| New | +$1.05M | 0.59% | 44 |
|
Other funds holding PFE
Lee Financial's PFE Position: Q2 2026 in Review
Lee Financial reduced its Pfizer (PFE) stake by 7.1% in Q2 2026, selling an estimated $20K and leaving 10,021 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #147.
Lee Financial first reported a position in PFE in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.11M in Q1 2017. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Lee Financial held 10,021 shares of Pfizer worth $241K as of Q2 2026.
- Lee Financial sold 763 Pfizer shares in Q2 2026, an estimated $20K.
- Pfizer made up 0.03% of Lee Financial's portfolio in Q2 2026, its #147 holding.
- Lee Financial first reported a position in Pfizer in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Pfizer position peaked at $1.11M in Q1 2017.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.