Lido Advisors’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 | $10.1M | Buy |
421,273
+113,140
| +37% | +$2.96M | 0.03% | 339 |
|
|
2026
Q1 | $8.65M | Sell |
308,133
-141,542
| -31% | -$3.77M | 0.03% | 345 |
|
|
2025
Q4 | $11.4M | Buy |
449,675
+6,759
| +2% | +$170K | 0.03% | 307 |
|
|
2025
Q3 | $11.3M | Buy |
442,916
+165,753
| +60% | +$4.09M | 0.04% | 293 |
|
|
2025
Q2 | $6.72M | Sell |
277,163
-99,954
| -27% | -$2.33M | 0.03% | 310 |
|
|
2025
Q1 | $9.56M | Buy |
377,117
+41,693
| +12% | +$1.09M | 0.04% | 239 |
|
|
2024
Q4 | $8.9M | Sell |
335,424
-15,565
| -4% | -$422K | 0.04% | 233 |
|
|
2024
Q3 | $10.2M | Buy |
350,989
+15,661
| +5% | +$457K | 0.05% | 200 |
|
|
2024
Q2 | $9.38M | Buy |
335,328
+29,385
| +10% | +$809K | 0.05% | 189 |
|
|
2024
Q1 | $8.49M | Buy |
305,943
+41,153
| +16% | +$1.14M | 0.05% | 198 |
|
|
2023
Q4 | $7.62M | Buy |
264,790
+9,589
| +4% | +$290K | 0.05% | 201 |
|
|
2023
Q3 | $8.47M | Sell |
255,201
-143,245
| -36% | -$5.07M | 0.06% | 159 |
|
|
2023
Q2 | $14.6M | Sell |
398,446
-4,706
| -1% | -$183K | 0.1% | 107 |
|
|
2023
Q1 | $16.4M | Buy |
403,152
+93,650
| +30% | +$4.04M | 0.16% | 78 |
|
|
2022
Q4 | $15.9M | Buy |
309,502
+79,430
| +35% | +$3.81M | 0.19% | 66 |
|
|
2022
Q3 | $10.1M | Sell |
230,072
-3,861
| -2% | -$188K | 0.13% | 78 |
|
|
2022
Q2 | $12.3M | Sell |
233,933
-37,985
| -14% | -$1.94M | 0.16% | 68 |
|
|
2022
Q1 | $14.1M | Buy |
271,918
+33,693
| +14% | +$1.75M | 0.16% | 73 |
|
|
2021
Q4 | $14.1M | Buy |
238,225
+18,936
| +9% | +$938K | 0.15% | 79 |
|
|
2021
Q3 | $9.43M | Sell |
219,289
-29,209
| -12% | -$1.29M | 0.13% | 87 |
|
|
2021
Q2 | $9.73M | Buy |
248,498
+11,054
| +5% | +$430K | 0.14% | 90 |
|
|
2021
Q1 | $8.6M | Buy |
237,444
+49,579
| +26% | +$1.76M | 0.15% | 97 |
|
|
2020
Q4 | $6.92M | Buy |
187,865
+27,895
| +17% | +$1.02M | 0.14% | 90 |
|
|
2020
Q3 | $5.57M | Sell |
159,970
-16,323
| -9% | -$572K | 0.14% | 88 |
|
|
2020
Q2 | $5.47M | Buy |
176,293
+23,894
| +16% | +$812K | 0.17% | 81 |
|
|
2020
Q1 | $4.72M | Sell |
152,399
-839
| -0.5% | -$28.6K | 0.2% | 72 |
|
|
2019
Q4 | $5.7M | Buy |
153,238
+83,557
| +120% | +$2.98M | 0.23% | 67 |
|
|
2019
Q3 | $2.38M | Sell |
69,681
-4,021
| -5% | -$146K | 0.12% | 110 |
|
|
2019
Q2 | $3.03M | Buy |
73,702
+9,112
| +14% | +$362K | 0.17% | 84 |
|
|
2019
Q1 | $2.6M | Buy |
64,590
+5,914
| +10% | +$237K | 0.17% | 86 |
|
|
2018
Q4 | $2.43M | Sell |
58,676
-10,925
| -16% | -$454K | 0.24% | 66 |
|
|
2018
Q3 | $2.91M | Buy |
69,601
+10,229
| +17% | +$394K | 0.28% | 57 |
|
|
2018
Q2 | $2.04M | Buy |
59,372
+2,821
| +5% | +$96.4K | 0.23% | 68 |
|
|
2018
Q1 | $1.9M | Buy |
56,551
+13,714
| +32% | +$471K | 0.26% | 62 |
|
|
2017
Q4 | $1.47M | Buy |
42,837
+1,485
| +4% | +$50.6K | 0.21% | 65 |
|
|
2017
Q3 | $1.38M | Sell |
41,352
-455
| -1% | -$14.6K | 0.22% | 61 |
|
|
2017
Q2 | $1.33M | Sell |
41,807
-2,120
| -5% | -$66.9K | 0.28% | 52 |
|
|
2017
Q1 | $1.39M | Sell |
43,927
-9,139
| -17% | -$288K | 0.39% | 42 |
|
|
2016
Q4 | $1.64M | Buy |
53,066
+19,633
| +59% | +$599K | 0.4% | 26 |
|
|
2016
Q3 | $1.07M | Buy |
33,433
+14,099
| +73% | +$471K | 0.33% | 29 |
|
|
2016
Q2 | $645K | Buy |
19,334
+7,259
| +60% | +$232K | 0.2% | 46 |
|
|
2016
Q1 | $340K | Buy |
+12,075
| New | +$345K | 0.11% | 90 |
|
Other funds holding PFE
Lido Advisors's PFE Position: Q2 2026 in Review
Lido Advisors increased its Pfizer (PFE) stake by 37% in Q2 2026, buying an estimated $2.96M and bringing the position to 421,273 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #339.
Lido Advisors first reported a position in PFE in Q1 2016 and has held it in 42 quarters since. The position peaked at $16.4M in Q1 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Lido Advisors held 421,273 shares of Pfizer worth $10.1M as of Q2 2026.
- Lido Advisors bought 113,140 Pfizer shares in Q2 2026, an estimated $2.96M.
- Pfizer made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #339 holding.
- Lido Advisors first reported a position in Pfizer in Q1 2016 and has held it in 42 quarters since.
- Lido Advisors's Pfizer position peaked at $16.4M in Q1 2023.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.