LPL Financial
PFE icon

LPL Financial’s Pfizer PFE Stock Holding History

LPL Financial’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 		$301K Sell
12,500
-19,000
-60% -$497K ﹤0.01% 5454
2026
Q1 		$885K Buy
31,500
+1,000
+3% +$26.6K ﹤0.01% 4287
2025
Q4 		$759K Buy
30,500
+19,000
+165% +$479K ﹤0.01% 4348
2025
Q3 		$293K Sell
11,500
-60,000
-84% -$1.48M ﹤0.01% 5065
2025
Q2 		$1.73M Buy
71,500
+27,000
+61% +$630K ﹤0.01% 3262
2025
Q1 		$1.13M Buy
44,500
+20,100
+82% +$526K ﹤0.01% 3450
2024
Q4 		$647K Sell
24,400
-20,600
-46% -$559K ﹤0.01% 3868
2024
Q3 		$1.3M Sell
45,000
-2,200
-5% -$64.2K ﹤0.01% 3139
2024
Q2 		$1.32M Buy
47,200
+46,830
+12,657% +$1.29M ﹤0.01% 2986
2024
Q1 		$1.03M Buy
+370
New +$10.3K ﹤0.01% 3158

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

LPL Financial's PFE Position: Q2 2026 in Review

LPL Financial increased its Pfizer (PFE) stake by 3.9% in Q2 2026, buying an estimated $13.8M and bringing the position to 13,919,821 shares worth $335M. The position accounts for 0.08% of the portfolio, ranked #261.

LPL Financial first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $376M in Q1 2026. 2,829 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • LPL Financial held 13,919,821 shares of Pfizer worth $335M as of Q2 2026.
  • LPL Financial bought 526,160 Pfizer shares in Q2 2026, an estimated $13.8M.
  • Pfizer made up 0.08% of LPL Financial's portfolio in Q2 2026, its #261 holding.
  • LPL Financial first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Pfizer position peaked at $376M in Q1 2026.
  • 2,829 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.