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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lewis Asset Management's PFE Position: Q2 2026 in Review

Lewis Asset Management increased its Pfizer (PFE) stake by 1.6% in Q2 2026, buying an estimated $7.32K and bringing the position to 17,927 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #137.

Lewis Asset Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $950K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Lewis Asset Management held 17,927 shares of Pfizer worth $432K as of Q2 2026.
Lewis Asset Management bought 280 Pfizer shares in Q2 2026, an estimated $7.32K.
Pfizer made up 0.15% of Lewis Asset Management's portfolio in Q2 2026, its #137 holding.
Lewis Asset Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Lewis Asset Management's Pfizer position peaked at $950K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.