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Lionshead Wealth Management’s Pfizer PFE Stock Holding History

Lionshead Wealth Management’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 		$702K Sell
29,172
-94
-0.3% -$2.46K 0.46% 54
2026
Q1 		$822K Buy
29,266
+32
+0.1% +$852 0.61% 48
2025
Q4 		$728K Buy
29,234
+35
+0.1% +$883 0.55% 48
2025
Q3 		$744K Buy
29,199
+4,296
+17% +$106K 0.59% 45
2025
Q2 		$604K Buy
24,903
+219
+0.9% +$5.11K 0.56% 51
2025
Q1 		$625K Sell
24,684
-2,320
-9% -$60.7K 0.65% 44
2024
Q4 		$716K Buy
+27,004
New +$732K 0.52% 44

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 $3.38T AUM 44.17% 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

Lionshead Wealth Management's PFE Position: Q2 2026 in Review

Lionshead Wealth Management reduced its Pfizer (PFE) stake by 0.32% in Q2 2026, selling an estimated $2.46K and leaving 29,172 shares worth $702K. The position accounts for 0.46% of the portfolio, ranked #54.

Lionshead Wealth Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $822K in Q1 2026. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Lionshead Wealth Management held 29,172 shares of Pfizer worth $702K as of Q2 2026.
  • Lionshead Wealth Management sold 94 Pfizer shares in Q2 2026, an estimated $2.46K.
  • Pfizer made up 0.46% of Lionshead Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Lionshead Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Lionshead Wealth Management's Pfizer position peaked at $822K in Q1 2026.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.