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Lion Street Advisors’s Pfizer PFE Stock Holding History

Lion Street 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
2025
Q3 		$464K Buy
10,600
+219
+2% +$5.41K 0.16% 124
2025
Q2 		$252K Buy
10,381
+660
+7% +$15.4K 0.08% 239
2025
Q1 		$246K Sell
9,721
-142
-1% -$3.72K 0.08% 228
2024
Q4 		$262K Sell
9,863
-365
-4% -$9.9K 0.08% 218
2024
Q3 		$296K Sell
10,228
-272
-3% -$7.93K 0.1% 200
2024
Q2 		$294K Buy
10,500
+316
+3% +$8.7K 0.11% 196
2024
Q1 		$293K Hold
10,184
– – 0.12% 180
2023
Q4 		$293K Sell
10,184
-2,160
-17% -$65.3K 0.12% 180
2023
Q3 		$409K Buy
12,344
+1,744
+16% +$61.7K 0.13% 143
2023
Q2 		$464K Buy
10,600
+3,097
+41% +$121K 0.16% 133
2023
Q1 		$306K Buy
7,503
+1,028
+16% +$44.4K 0.09% 177
2022
Q4 		$283K Sell
6,475
-6
-0.1% -$288 0.15% 112
2022
Q3 		$280K Buy
6,481
+6
+0.1% +$292 0.14% 94
2022
Q2 		$280K Sell
6,475
-18
-0.3% -$917 0.15% 113
2022
Q1 		$337K Buy
6,493
+18
+0.3% +$934 0.17% 94
2021
Q4 		$383K Hold
6,475
– – 0.19% 86
2021
Q3 		$276K Buy
+6,475
New +$287K 0.15% 110
2020
Q2 		– Sell
-878
Closed -$27K – 299
2020
Q1 		$27K Buy
+878
New +$29.9K 0.15% 80

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lion Street Advisors's PFE Position: Q3 2025 in Review

Lion Street Advisors increased its Pfizer (PFE) stake by 2.1% in Q3 2025, buying an estimated $5.41K and bringing the position to 10,600 shares worth $464K. The position accounts for 0.16% of the portfolio, ranked #124.

Lion Street Advisors first reported a position in PFE in Q1 2020 and has held it in 18 quarters since. 2,817 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Lion Street Advisors held 10,600 shares of Pfizer worth $464K as of Q3 2025.
  • Lion Street Advisors bought 219 Pfizer shares in Q3 2025, an estimated $5.41K.
  • Pfizer made up 0.16% of Lion Street Advisors's portfolio in Q3 2025, its #124 holding.
  • Lion Street Advisors first reported a position in Pfizer in Q1 2020 and has held it in 18 quarters since.
  • 2,817 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.