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
2023
Q1
Sell
-1,700
Closed -$34 812
2022
Q4
$34 Buy
+1,700
New +$81.5K ﹤0.01% 676
2022
Q3
Sell
-1,700
Closed -$3K 573
2022
Q2
$3K Hold
1,700
﹤0.01% 554
2022
Q1
$3K Hold
1,700
﹤0.01% 642
2021
Q4
$11K Buy
+1,700
New +$84.2K ﹤0.01% 643

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.