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Long Run Wealth Advisors’s Pfizer PFE Stock Holding History

Long Run Wealth 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
Q4 		$1.72M Buy
69,160
+764
+1% +$19.3K 0.32% 53
2025
Q3 		$1.74M Buy
68,396
+3,751
+6% +$92.6K 0.34% 50
2025
Q2 		$1.57M Buy
64,645
+6,409
+11% +$149K 0.33% 52
2025
Q1 		$1.48M Buy
58,236
+6,235
+12% +$163K 0.33% 52
2024
Q4 		$1.38M Buy
52,001
+5,916
+13% +$160K 0.33% 52
2024
Q3 		$1.33M Buy
46,085
+6,121
+15% +$179K 0.31% 57
2024
Q2 		$1.12M Buy
39,964
+3,072
+8% +$84.6K 0.28% 62
2024
Q1 		$1.02M Buy
36,892
+3,025
+9% +$83.9K 0.27% 63
2023
Q4 		$975K Buy
33,867
+1,557
+5% +$47.1K 0.28% 62
2023
Q3 		$1.07M Buy
32,310
+1,328
+4% +$47K 0.35% 54
2023
Q2 		$1.14M Buy
30,982
+1,023
+3% +$39.8K 0.36% 57
2023
Q1 		$1.22M Buy
29,959
+1,541
+5% +$66.6K 0.42% 55
2022
Q4 		$1.46M Sell
28,418
-660
-2% -$31.6K 0.52% 47
2022
Q3 		$1.27M Buy
29,078
+4,851
+20% +$236K 0.5% 46
2022
Q2 		$1.27M Sell
24,227
-143
-0.6% -$7.29K 0.49% 45
2022
Q1 		$1.26M Sell
24,370
-1,091
-4% -$56.6K 0.44% 49
2021
Q4 		$1.5M Buy
+25,461
New +$1.26M 0.52% 45

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Long Run Wealth Advisors's PFE Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Pfizer (PFE) stake by 1.1% in Q4 2025, buying an estimated $19.3K and bringing the position to 69,160 shares worth $1.72M. The position accounts for 0.32% of the portfolio, ranked #53.

Long Run Wealth Advisors first reported a position in PFE in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.74M in Q3 2025. 2,905 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Long Run Wealth Advisors held 69,160 shares of Pfizer worth $1.72M as of Q4 2025.
  • Long Run Wealth Advisors bought 764 Pfizer shares in Q4 2025, an estimated $19.3K.
  • Pfizer made up 0.32% of Long Run Wealth Advisors's portfolio in Q4 2025, its #53 holding.
  • Long Run Wealth Advisors first reported a position in Pfizer in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's Pfizer position peaked at $1.74M in Q3 2025.
  • 2,905 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.