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Lifeworks Advisors’s Pfizer PFE Stock Holding History

Lifeworks 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
2026
Q2 		$8.14M Buy
337,845
+60,303
+22% +$1.58M 0.85% 35
2026
Q1 		$7.79M Sell
277,542
-10,845
-4% -$289K 1% 26
2025
Q4 		$7.18M Sell
288,387
-34,321
-11% -$865K 0.93% 30
2025
Q3 		$8.22M Sell
322,708
-1,180
-0.4% -$29.1K 1.09% 20
2025
Q2 		$7.85M Buy
323,888
+66,511
+26% +$1.55M 1.17% 20
2025
Q1 		$6.52M Buy
257,377
+10,753
+4% +$281K 1.08% 24
2024
Q4 		$6.54M Buy
246,624
+51,184
+26% +$1.39M 1.18% 19
2024
Q3 		$5.66M Buy
195,440
+8,544
+5% +$249K 1.11% 24
2024
Q2 		$5.23M Buy
186,896
+15,008
+9% +$413K 1.46% 22
2024
Q1 		$4.77M Buy
171,888
+40,811
+31% +$1.13M 1.34% 20
2023
Q4 		$3.77M Buy
131,077
+16,038
+14% +$485K 1.3% 21
2023
Q3 		$3.82M Buy
115,039
+15,624
+16% +$553K 1.48% 18
2023
Q2 		$3.65M Buy
99,415
+15,520
+18% +$604K 1.55% 18
2023
Q1 		$3.42M Buy
83,895
+13,718
+20% +$592K 1.62% 14
2022
Q4 		$3.6M Buy
70,177
+3,603
+5% +$173K 2.03% 13
2022
Q3 		$3.1M Buy
66,574
+5,871
+10% +$285K 1.76% 17
2022
Q2 		$3.18M Buy
60,703
+5,454
+10% +$278K 2.02% 12
2022
Q1 		$2.86M Buy
55,249
+24,011
+77% +$1.25M 1.89% 12
2021
Q4 		$1.84M Buy
+31,238
New +$1.55M 1.47% 16

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lifeworks Advisors's PFE Position: Q2 2026 in Review

Lifeworks Advisors increased its Pfizer (PFE) stake by 22% in Q2 2026, buying an estimated $1.58M and bringing the position to 337,845 shares worth $8.14M. The position accounts for 0.85% of the portfolio, ranked #35.

Lifeworks Advisors first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.22M in Q3 2025. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Lifeworks Advisors held 337,845 shares of Pfizer worth $8.14M as of Q2 2026.
  • Lifeworks Advisors bought 60,303 Pfizer shares in Q2 2026, an estimated $1.58M.
  • Pfizer made up 0.85% of Lifeworks Advisors's portfolio in Q2 2026, its #35 holding.
  • Lifeworks Advisors first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's Pfizer position peaked at $8.22M in Q3 2025.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.