Lido Advisors
PFE icon

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lido Advisors's PFE Position: Q1 2026 in Review

Lido Advisors reduced its Pfizer (PFE) stake by 31% in Q1 2026, selling an estimated $3.77M and leaving 308,133 shares worth $8.65M. The position accounts for 0.03% of the portfolio, ranked #345.

Lido Advisors first reported a position in PFE in Q1 2016 and has held it in 41 quarters since. The position peaked at $16.4M in Q1 2023. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Lido Advisors held 308,133 shares of Pfizer worth $8.65M as of Q1 2026.
  • Lido Advisors sold 141,542 Pfizer shares in Q1 2026, an estimated $3.77M.
  • Pfizer made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #345 holding.
  • Lido Advisors first reported a position in Pfizer in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's Pfizer position peaked at $16.4M in Q1 2023.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.