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LRI Investments’s Pfizer PFE Stock Holding History

LRI Investments’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 		$426K Buy
17,688
+8,021
+83% +$210K 0.03% 204
2026
Q1 		$271K Buy
9,667
+2,483
+35% +$66.1K 0.02% 245
2025
Q4 		$179K Buy
7,184
+792
+12% +$20K 0.01% 300
2025
Q3 		$163K Hold
6,392
– – 0.01% 328
2025
Q2 		$155K Sell
6,392
-353
-5% -$8.23K 0.01% 340
2025
Q1 		$171K Sell
6,745
-194
-3% -$5.08K 0.02% 297
2024
Q4 		$184K Sell
6,939
-2,399
-26% -$65.1K 0.02% 288
2024
Q3 		$243K Sell
9,338
-2,621
-22% -$76.5K 0.02% 233
2024
Q2 		$335K Sell
11,959
-372
-3% -$10.2K 0.04% 161
2024
Q1 		$342K Buy
+12,331
New +$342K 0.09% 98

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's PFE Position: Q2 2026 in Review

LRI Investments increased its Pfizer (PFE) stake by 83% in Q2 2026, buying an estimated $210K and bringing the position to 17,688 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #204.

LRI Investments first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. 1,308 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • LRI Investments held 17,688 shares of Pfizer worth $426K as of Q2 2026.
  • LRI Investments bought 8,021 Pfizer shares in Q2 2026, an estimated $210K.
  • Pfizer made up 0.03% of LRI Investments's portfolio in Q2 2026, its #204 holding.
  • LRI Investments first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.