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LM Advisors’s Pfizer PFE Stock Holding History

LM 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 		$739K Buy
30,568
+29,767
+3,716% +$779K 0.09% 128
2026
Q1 		$28.5K Buy
801
+91
+13% +$2.42K 0.45% 58
2025
Q4 		$28.5K Sell
710
-20,483
-97% -$517K 0.51% 52
2025
Q3 		$540K Sell
21,193
-500
-2% -$12.3K 0.08% 132
2025
Q2 		$526K Buy
21,693
+2,371
+12% +$55.3K 0.07% 123
2025
Q1 		$490K Sell
19,322
-1,430
-7% -$37.4K 0.09% 157
2024
Q4 		$551K Sell
20,752
-1
-0% -$27 0.1% 131
2024
Q3 		$601K Sell
20,753
-200
-1% -$5.83K 0.12% 106
2024
Q2 		$836K Sell
20,953
-15,371
-42% -$423K 0.15% 96
2024
Q1 		$2.47M Buy
36,324
+14,082
+63% +$391K 0.39% 51
2023
Q4 		$640K Buy
+22,242
New +$672K 0.13% 101

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

LM Advisors's PFE Position: Q2 2026 in Review

LM Advisors increased its Pfizer (PFE) stake by 3,716% in Q2 2026, buying an estimated $779K and bringing the position to 30,568 shares worth $739K. The position accounts for 0.09% of the portfolio, ranked #128.

LM Advisors first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.47M in Q1 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • LM Advisors held 30,568 shares of Pfizer worth $739K as of Q2 2026.
  • LM Advisors bought 29,767 Pfizer shares in Q2 2026, an estimated $779K.
  • Pfizer made up 0.09% of LM Advisors's portfolio in Q2 2026, its #128 holding.
  • LM Advisors first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Pfizer position peaked at $2.47M in Q1 2024.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.