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
Q1 		$281K Buy
+10,000
New +$266K ﹤0.01% 5229
2025
Q1 		– Sell
-150,200
Closed -$3.98M – 5474
2024
Q4 		$3.98M Sell
150,200
-133,600
-47% -$3.62M ﹤0.01% 2259
2024
Q3 		$8.21M Buy
283,800
+243,800
+610% +$7.11M ﹤0.01% 1618
2024
Q2 		$1.12M Buy
40,000
+38,276
+2,220% +$1.05M ﹤0.01% 3147
2024
Q1 		$4.78M Sell
1,724
-27,076
-94% -$751K ﹤0.01% 1821
2023
Q4 		$829K Sell
28,800
-16,300
-36% -$493K ﹤0.01% 3208
2023
Q3 		$1.5M Buy
+45,100
New +$1.59M ﹤0.01% 2558
2020
Q1 		– Sell
-7,273
Closed -$270K – 3375
2019
Q4 		$270K Buy
+7,273
New +$259K ﹤0.01% 2864

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

LPL Financial's PFE Position: Q1 2026 in Review

LPL Financial increased its Pfizer (PFE) stake by 0.94% in Q1 2026, buying an estimated $3.31M and bringing the position to 13,393,661 shares worth $376M. The position accounts for 0.1% of the portfolio, ranked #206.

LPL Financial first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • LPL Financial held 13,393,661 shares of Pfizer worth $376M as of Q1 2026.
  • LPL Financial bought 124,181 Pfizer shares in Q1 2026, an estimated $3.31M.
  • Pfizer made up 0.1% of LPL Financial's portfolio in Q1 2026, its #206 holding.
  • LPL Financial first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.