Lido Advisors’s Pfizer PFE Stock Holding History

Lido Advisors’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
2023 Q3	–	Sell	-4,400	Closed	-$161K	–	1281
2023 Q2	$161K	Sell	4,400 -7,000	-61%	-$272K	﹤0.01%	1121
2023 Q1	$465K	Hold	11,400	–	–	﹤0.01%	700
2022 Q4	$584K	Hold	11,400	–	–	0.01%	540
2022 Q3	$498K	Buy	11,400 +7,000	+159%	+$340K	0.01%	549
2022 Q2	$230K	Hold	4,400	–	–	﹤0.01%	822
2022 Q1	$227K	Buy	+4,400	New	+$228K	﹤0.01%	916

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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. 2,841 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.
2,841 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.