LMCG Investments’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.06M Buy
43,942
+725
+2% +$19K 0.06% 167
2026
Q1
$1.21M Buy
43,217
+5,800
+16% +$154K 0.07% 150
2025
Q4
$932K Sell
37,417
-29,443
-44% -$742K 0.05% 161
2025
Q3
$1.7M Buy
66,860
+4,263
+7% +$105K 0.1% 135
2025
Q2
$1.52M Buy
62,597
+2,284
+4% +$53.3K 0.1% 143
2025
Q1
$1.53M Buy
60,313
+4,339
+8% +$114K 0.1% 152
2024
Q4
$1.48M Buy
55,974
+3,804
+7% +$103K 0.09% 148
2024
Q3
$1.51M Buy
52,170
+393
+0.8% +$11.5K 0.09% 142
2024
Q2
$1.45M Buy
51,777
+543
+1% +$14.9K 0.08% 150
2024
Q1
$1.42M Buy
51,234
+10,049
+24% +$279K 0.08% 162
2023
Q4
$1.19M Sell
41,185
-1,946
-5% -$58.8K 0.07% 206
2023
Q3
$1.43M Sell
43,131
-478
-1% -$16.9K 0.1% 182
2023
Q2
$1.6M Buy
43,609
+3,420
+9% +$133K 0.1% 175
2023
Q1
$1.64M Sell
40,189
-227
-0.6% -$9.8K 0.11% 171
2022
Q4
$2.07M Buy
40,416
+207
+0.5% +$9.92K 0.14% 149
2022
Q3
$1.76M Sell
40,209
-339
-0.8% -$16.5K 0.13% 171
2022
Q2
$2.13M Buy
40,548
+1,671
+4% +$85.2K 0.15% 149
2022
Q1
$2.01M Buy
+38,877
New +$2.02M 0.12% 172
2015
Q3
$9.67M Sell
324,595
-2,088
-0.6% -$66.9K 0.21% 189
2015
Q2
$10.4M Sell
326,683
-5,823
-2% -$190K 0.22% 167
2015
Q1
$11M Buy
332,506
+2,008
+0.6% +$63.8K 0.23% 179
2014
Q4
$9.77M Buy
330,498
+3,369
+1% +$96.6K 0.21% 195
2014
Q3
$9.18M Sell
327,129
-6,203
-2% -$174K 0.21% 210
2014
Q2
$9.39M Sell
333,332
-4,123
-1% -$118K 0.2% 205
2014
Q1
$10.3M Sell
337,455
-2,959
-0.9% -$88.2K 0.23% 191
2013
Q4
$9.89M Sell
340,414
-2,729
-0.8% -$79.4K 0.21% 192
2013
Q3
$9.35M Sell
343,143
-16,982
-5% -$462K 0.23% 166
2013
Q2
$9.57M Buy
+360,125
New +$9.95M 0.25% 142

Other funds holding PFE

LMCG Investments's PFE Position: Q2 2026 in Review

LMCG Investments increased its Pfizer (PFE) stake by 1.7% in Q2 2026, buying an estimated $19K and bringing the position to 43,942 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #167.

LMCG Investments first reported a position in PFE in Q2 2013 and has held it in 28 quarters since. The position peaked at $11M in Q1 2015. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • LMCG Investments held 43,942 shares of Pfizer worth $1.06M as of Q2 2026.
  • LMCG Investments bought 725 Pfizer shares in Q2 2026, an estimated $19K.
  • Pfizer made up 0.06% of LMCG Investments's portfolio in Q2 2026, its #167 holding.
  • LMCG Investments first reported a position in Pfizer in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Pfizer position peaked at $11M in Q1 2015.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.