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Lloyd Advisory Services’s Pfizer PFE Stock Holding History

Lloyd Advisory Services’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 		$225K Buy
9,335
+8,664
+1,291% +$227K 0.09% 104
2026
Q1 		$18.8K Sell
671
-7,930
-92% -$211K 0.01% 397
2025
Q4 		$214K Sell
8,601
-125
-1% -$3.15K 0.08% 112
2025
Q3 		$222K Buy
+8,726
New +$215K 0.1% 88
2024
Q2 		– Sell
-22,685
Closed -$629K – 170
2024
Q1 		$629K Buy
22,685
+12,915
+132% +$358K 0.13% 116
2023
Q4 		$281K Sell
9,770
-16,697
-63% -$505K 0.13% 93
2023
Q3 		$878K Buy
+26,467
New +$936K 0.29% 81
2022
Q4 		$254K Buy
4,951
+75
+2% +$3.6K 0.18% 41
2022
Q3 		$213K Sell
4,876
-2,450
-33% -$119K 0.16% 43
2022
Q2 		$384K Buy
7,326
+3,030
+71% +$154K 0.3% 37
2022
Q1 		$222K Buy
4,296
+1,274
+42% +$66.1K 0.1% 83
2021
Q4 		$178K Sell
3,022
-726
-19% -$36K 0.08% 97
2021
Q3 		$161K Sell
3,748
-2,989
-44% -$132K 0.08% 97
2021
Q2 		$264K Buy
6,737
+750
+13% +$29.2K 0.13% 61
2021
Q1 		$217K Sell
5,987
-105
-2% -$3.73K 0.12% 58
2020
Q4 		$224K Sell
6,092
-883
-13% -$32.4K 0.12% 47
2020
Q3 		$243K Sell
6,975
-948
-12% -$33.2K 0.15% 44
2020
Q2 		$246K Sell
7,923
-898
-10% -$30.5K 0.15% 45
2020
Q1 		$273K Sell
8,821
-1,492
-14% -$50.8K 0.2% 38
2019
Q4 		$383K Buy
+10,313
New +$367K 0.35% 37

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

Lloyd Advisory Services's PFE Position: Q2 2026 in Review

Lloyd Advisory Services increased its Pfizer (PFE) stake by 1,291% in Q2 2026, buying an estimated $227K and bringing the position to 9,335 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #104.

Lloyd Advisory Services first reported a position in PFE in Q4 2019 and has held it in 20 quarters since. The position peaked at $878K in Q3 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Lloyd Advisory Services held 9,335 shares of Pfizer worth $225K as of Q2 2026.
  • Lloyd Advisory Services bought 8,664 Pfizer shares in Q2 2026, an estimated $227K.
  • Pfizer made up 0.09% of Lloyd Advisory Services's portfolio in Q2 2026, its #104 holding.
  • Lloyd Advisory Services first reported a position in Pfizer in Q4 2019 and has held it in 20 quarters since.
  • Lloyd Advisory Services's Pfizer position peaked at $878K in Q3 2023.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.