Lugano Financial Advisors SA (LFA)’s Pfizer PFE Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$3.61K	Buy	+150	New	+$3.92K	﹤0.01%	270
2025 Q4	–	Sell	-1,000	Closed	-$25.5K	–	239
2025 Q3	$25.5K	Hold	1,000	–	–	0.01%	181
2025 Q2	$23.8K	Hold	1,000	–	–	0.01%	174
2025 Q1	$25.3K	Sell	1,000 -2,000	-67%	-$52.3K	0.02%	158
2024 Q4	$79.6K	Sell	3,000 -1,000	-25%	-$27.1K	0.05%	123
2024 Q3	$116K	Hold	4,000	–	–	0.08%	106
2024 Q2	$112K	Buy	4,000 +2,000	+100%	+$55.1K	0.09%	96
2024 Q1	$55.5K	Hold	2,000	–	–	0.04%	125
2023 Q4	$57.6K	Hold	2,000	–	–	0.05%	106
2023 Q3	$66.3K	Sell	2,000 -2,000	-50%	-$70.7K	0.06%	103
2023 Q2	$147K	Buy	+4,000	New	+$156K	0.1%	84
2022 Q4	–	Sell	-1,480	Closed	-$65K	–	124
2022 Q3	$65K	Hold	1,480	–	–	0.05%	77
2022 Q2	$77K	Buy	+1,480	New	+$75.4K	0.05%	77
2019 Q2	$648K	Buy	15,754 +958	+6%	+$38K	0.4%	36
2019 Q1	$596K	Buy	14,796 +14,459	+4,291%	+$579K	0.36%	34
2018 Q4	$14K	Hold	337	–	–	0.01%	154
2018 Q3	$14K	Hold	337	–	–	0.01%	154
2018 Q2	$12K	Buy	+337	New	+$11.5K	0.01%	125

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s PFE Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in Pfizer (PFE) in Q2 2026: 150 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Lugano Financial Advisors SA (LFA) previously reported a position in PFE as recently as Q3 2025.

Lugano Financial Advisors SA (LFA) first reported a position in PFE in Q2 2018 and has held it in 18 quarters since. The position peaked at $648K in Q2 2019. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 150 shares of Pfizer worth $3.61K as of Q2 2026.
Pfizer was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
Pfizer made up ﹤0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #270 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Pfizer in Q2 2018 and has held it in 18 quarters since.
Lugano Financial Advisors SA (LFA)'s Pfizer position peaked at $648K in Q2 2019.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.