Level Four Advisory Services’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
$1.42M Sell
58,789
-7,774
-12% -$203K 0.04% 374
2026
Q1
$1.87M Sell
66,563
-9,465
-12% -$252K 0.06% 299
2025
Q4
$1.89M Buy
76,028
+671
+0.9% +$16.9K 0.06% 289
2025
Q3
$1.92M Buy
75,357
+4,356
+6% +$108K 0.07% 276
2025
Q2
$1.72M Sell
71,001
-92,053
-56% -$2.15M 0.06% 273
2025
Q1
$4.13M Buy
163,054
+8,190
+5% +$214K 0.17% 168
2024
Q4
$4.11M Sell
154,864
-9,265
-6% -$251K 0.17% 160
2024
Q3
$4.64M Sell
164,129
-56,218
-26% -$1.64M 0.2% 152
2024
Q2
$6.17M Buy
220,347
+126,313
+134% +$3.48M 0.28% 92
2024
Q1
$2.71M Buy
94,034
+276
+0.3% +$7.66K 0.15% 165
2023
Q4
$2.7M Sell
93,758
-36,197
-28% -$1.09M 0.15% 162
2023
Q3
$4.31M Sell
129,955
-23,616
-15% -$835K 0.28% 93
2023
Q2
$5.63M Buy
153,571
+2,221
+1% +$86.4K 0.34% 60
2023
Q1
$6.18M Sell
151,350
-2,958
-2% -$128K 0.41% 47
2022
Q4
$7.91M Buy
154,308
+30,369
+25% +$1.46M 0.59% 34
2022
Q3
$5.42M Buy
123,939
+2,603
+2% +$126K 0.53% 42
2022
Q2
$6.36M Buy
121,336
+6,570
+6% +$335K 0.6% 36
2022
Q1
$5.94M Sell
114,766
-5,729
-5% -$297K 0.47% 47
2021
Q4
$7.12M Buy
120,495
+24,926
+26% +$1.23M 0.54% 34
2021
Q3
$4.11M Sell
95,569
-31,114
-25% -$1.38M 0.43% 61
2021
Q2
$4.96M Buy
126,683
+8,696
+7% +$338K 0.34% 61
2021
Q1
$4.28M Sell
117,987
-3,144
-3% -$112K 0.33% 71
2020
Q4
$4.46M Sell
121,131
-10,530
-8% -$386K 0.36% 68
2020
Q3
$4.58M Buy
131,661
+18,241
+16% +$640K 0.35% 65
2020
Q2
$3.51M Buy
113,420
+6,114
+6% +$208K 0.27% 90
2020
Q1
$3.32M Sell
107,306
-7,061
-6% -$241K 0.4% 54
2019
Q4
$12.4M Buy
114,367
+10,528
+10% +$375K 0.49% 58
2019
Q3
$3.54M Buy
103,839
+9,673
+10% +$352K 0.37% 60
2019
Q2
$3.87M Sell
94,166
-1,629
-2% -$64.7K 0.39% 58
2019
Q1
$3.86M Sell
95,795
-1,121
-1% -$44.9K 0.43% 55
2018
Q4
$4.01M Sell
96,916
-622
-0.6% -$25.8K 0.5% 46
2018
Q3
$4.08M Sell
97,538
-35,456
-27% -$1.36M 0.44% 53
2018
Q2
$4.58M Sell
132,994
-2,549
-2% -$87.1K 0.33% 72
2018
Q1
$4.56M Buy
135,543
+3,734
+3% +$128K 0.35% 66
2017
Q4
$4.53M Buy
131,809
+4,200
+3% +$143K 0.35% 65
2017
Q3
$4.32M Buy
127,609
+24,775
+24% +$796K 0.38% 57
2017
Q2
$3.34M Sell
102,834
-35,653
-26% -$1.12M 0.51% 46
2017
Q1
$4.49M Sell
138,487
-927
-0.7% -$29.2K 0.46% 50
2016
Q4
$4.3M Buy
+139,414
New +$4.26M 0.55% 31

Other funds holding PFE

Level Four Advisory Services's PFE Position: Q2 2026 in Review

Level Four Advisory Services reduced its Pfizer (PFE) stake by 12% in Q2 2026, selling an estimated $203K and leaving 58,789 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #374.

Level Four Advisory Services first reported a position in PFE in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.4M in Q4 2019. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Level Four Advisory Services held 58,789 shares of Pfizer worth $1.42M as of Q2 2026.
  • Level Four Advisory Services sold 7,774 Pfizer shares in Q2 2026, an estimated $203K.
  • Pfizer made up 0.04% of Level Four Advisory Services's portfolio in Q2 2026, its #374 holding.
  • Level Four Advisory Services first reported a position in Pfizer in Q4 2016 and has held it in 39 quarters since.
  • Level Four Advisory Services's Pfizer position peaked at $12.4M in Q4 2019.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.