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LifeSteps Financial’s Pfizer PFE Stock Holding History

LifeSteps Financial’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 		$128K Buy
+5,307
New +$139K 0.06% 130
2024
Q2 		– Sell
-6,314
Closed -$175K – 313
2024
Q1 		$175K Buy
+6,314
New +$175K 0.13% 88
2023
Q4 		– Sell
-9,125
Closed -$303K – 83
2023
Q3 		$303K Buy
9,125
+3
+0% +$106 0.31% 54
2023
Q2 		$335K Sell
9,122
-63
-0.7% -$2.45K 0.33% 51
2023
Q1 		$375K Sell
9,185
-1,113
-11% -$48.1K 0.4% 46
2022
Q4 		$528K Buy
10,298
+1,880
+22% +$90.1K 0.55% 39
2022
Q3 		$368K Buy
8,418
+239
+3% +$11.6K 0.41% 48
2022
Q2 		$429K Buy
8,179
+201
+3% +$10.2K 0.45% 47
2022
Q1 		$413K Sell
7,978
-32
-0.4% -$1.66K 0.31% 55
2021
Q4 		$473K Sell
8,010
-715
-8% -$35.4K 0.33% 47
2021
Q3 		$375K Hold
8,725
– – 0.29% 55
2021
Q2 		$342K Sell
8,725
-6
-0.1% -$233 0.26% 56
2021
Q1 		$316K Sell
8,731
-585
-6% -$20.8K 0.26% 61
2020
Q4 		$343K Sell
9,316
-166
-2% -$6.09K 0.31% 52
2020
Q3 		$330K Buy
9,482
+2,899
+44% +$102K 0.35% 48
2020
Q2 		$204K Buy
+6,583
New +$224K 0.24% 71
2020
Q1 		– Sell
-6,162
Closed -$229K – 89
2019
Q4 		$229K Buy
+6,162
New +$219K 0.22% 83

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LifeSteps Financial's PFE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Pfizer (PFE) in Q2 2026: 5,307 shares worth $128K. The stake represents 0.06% of the portfolio and ranks #130 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in PFE as recently as Q1 2024.

LifeSteps Financial first reported a position in PFE in Q4 2019 and has held it in 17 quarters since. The position peaked at $528K in Q4 2022. 1,190 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • LifeSteps Financial held 5,307 shares of Pfizer worth $128K as of Q2 2026.
  • Pfizer was a new LifeSteps Financial position in Q2 2026.
  • Pfizer made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #130 holding.
  • LifeSteps Financial first reported a position in Pfizer in Q4 2019 and has held it in 17 quarters since.
  • LifeSteps Financial's Pfizer position peaked at $528K in Q4 2022.
  • 1,190 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.