Lewis Asset Management
PFE icon

Lewis Asset Management’s Pfizer PFE Stock Holding History

Lewis Asset Management’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
Q3 		$491K Sell
17,230
-697
-4% -$18.5K 0.17% 128
2026
Q2 		$432K Buy
17,927
+280
+2% +$7.32K 0.15% 137
2026
Q1 		$496K Sell
17,647
-3,639
-17% -$96.9K 0.2% 112
2025
Q4 		$530K Sell
21,286
-566
-3% -$14.3K 0.22% 103
2025
Q3 		$557K Sell
21,852
-1,620
-7% -$40K 0.23% 99
2025
Q2 		$569K Buy
23,472
+15,224
+185% +$355K 0.27% 91
2025
Q1 		$209K Sell
8,248
-1,978
-19% -$51.8K 0.17% 121
2024
Q4 		$271K Sell
10,226
-22,613
-69% -$613K 0.21% 107
2024
Q3 		$950K Buy
32,839
+4,695
+17% +$137K 0.69% 34
2024
Q2 		$787K Buy
28,144
+5,261
+23% +$145K 0.6% 37
2024
Q1 		$635K Buy
22,883
+13,347
+140% +$370K 0.52% 45
2023
Q4 		$275K Buy
+9,536
New +$288K 0.25% 88

Other funds holding PFE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Lewis Asset Management's PFE Position: Q3 2026 in Review

Lewis Asset Management reduced its Pfizer (PFE) stake by 3.9% in Q3 2026, selling an estimated $18.5K and leaving 17,230 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #128.

Lewis Asset Management first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $950K in Q3 2024. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Lewis Asset Management held 17,230 shares of Pfizer worth $491K as of Q3 2026.
  • Lewis Asset Management sold 697 Pfizer shares in Q3 2026, an estimated $18.5K.
  • Pfizer made up 0.17% of Lewis Asset Management's portfolio in Q3 2026, its #128 holding.
  • Lewis Asset Management first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • Lewis Asset Management's Pfizer position peaked at $950K in Q3 2024.
  • 2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.