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LVW Advisors’s Pfizer PFE Stock Holding History

LVW 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
2026
Q2 		$409K Sell
16,983
-3,710
-18% -$97K 0.04% 280
2026
Q1 		$581K Buy
20,693
+2,756
+15% +$73.4K 0.06% 189
2025
Q4 		$447K Buy
17,937
+6,299
+54% +$159K 0.05% 207
2025
Q3 		$297K Buy
+11,638
New +$287K 0.03% 277
2024
Q4 		– Sell
-9,906
Closed -$287K – 328
2024
Q3 		$287K Sell
9,906
-10,432
-51% -$304K 0.04% 252
2024
Q2 		$569K Sell
20,338
-9,206
-31% -$253K 0.08% 151
2024
Q1 		$820K Sell
29,544
-7,494
-20% -$208K 0.14% 112
2023
Q4 		$1.07M Sell
37,038
-25,138
-40% -$760K 0.2% 79
2023
Q3 		$2.06M Sell
62,176
-15,916
-20% -$563K 0.43% 50
2023
Q2 		$2.86M Sell
78,092
-9,173
-11% -$357K 0.55% 47
2023
Q1 		$3.56M Sell
87,265
-2,985
-3% -$129K 0.7% 39
2022
Q4 		$4.62M Sell
90,250
-1,670
-2% -$80.1K 0.94% 24
2022
Q3 		$4.02M Buy
91,920
+411
+0.4% +$20K 0.9% 29
2022
Q2 		$4.8M Sell
91,509
-6,020
-6% -$307K 0.98% 23
2022
Q1 		$5.05M Sell
97,529
-3,849
-4% -$200K 0.85% 27
2021
Q4 		$5.99M Sell
101,378
-7,569
-7% -$375K 1.02% 16
2021
Q3 		$4.69M Sell
108,947
-2,584
-2% -$114K 0.81% 34
2021
Q2 		$4.37M Buy
111,531
+2,256
+2% +$87.7K 0.78% 35
2021
Q1 		$3.96M Sell
109,275
-3,591
-3% -$128K 0.76% 35
2020
Q4 		$4.16M Sell
112,866
-1,894
-2% -$69.5K 0.83% 32
2020
Q3 		$4M Buy
114,760
+1,175
+1% +$41.2K 0.88% 31
2020
Q2 		$3.52M Buy
113,585
+4,263
+4% +$145K 0.85% 31
2020
Q1 		$3.38M Buy
109,322
+22,043
+25% +$751K 0.9% 29
2019
Q4 		$3.24M Buy
87,279
+3,794
+5% +$135K 0.73% 37
2019
Q3 		$2.85M Buy
83,485
+2,581
+3% +$93.9K 0.71% 44
2019
Q2 		$3.33M Sell
80,904
-7,125
-8% -$283K 0.92% 30
2019
Q1 		$3.55M Buy
88,029
+1,522
+2% +$61K 0.95% 26
2018
Q4 		$3.58M Sell
86,507
-22,981
-21% -$954K 1.21% 19
2018
Q3 		$4.58M Sell
109,488
-1,155
-1% -$44.5K 1.29% 16
2018
Q2 		$3.81M Buy
110,643
+1,854
+2% +$63.4K 1.21% 19
2018
Q1 		$3.66M Sell
108,789
-1,761
-2% -$60.5K 1.14% 18
2017
Q4 		$3.8M Buy
110,550
+11,369
+11% +$388K 1.11% 21
2017
Q3 		$3.36M Buy
99,181
+19,089
+24% +$614K 1.33% 19
2017
Q2 		$2.55M Sell
80,092
-1,530
-2% -$48.3K 0.9% 29
2017
Q1 		$2.65M Sell
81,622
-5,459
-6% -$172K 0.95% 30
2016
Q4 		$2.68M Buy
87,081
+1,792
+2% +$54.7K 0.94% 29
2016
Q3 		$2.74M Sell
85,289
-7,540
-8% -$252K 0.9% 27
2016
Q2 		$3.1M Sell
92,829
-16,681
-15% -$532K 1.16% 13
2016
Q1 		$3.08M Buy
109,510
+4,532
+4% +$129K 0.98% 20
2015
Q4 		$3.21M Sell
104,978
-2,174
-2% -$68.4K 1.26% 19
2015
Q3 		$3.19M Sell
107,152
-599
-0.6% -$19.2K 1.47% 15
2015
Q2 		$3.43M Sell
107,751
-169
-0.2% -$5.51K 1.46% 13
2015
Q1 		$3.56M Buy
107,920
+2,349
+2% +$74.7K 1.7% 12
2014
Q4 		$3.12M Buy
+105,571
New +$3.03M 1.72% 16

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

LVW Advisors's PFE Position: Q2 2026 in Review

LVW Advisors reduced its Pfizer (PFE) stake by 18% in Q2 2026, selling an estimated $97K and leaving 16,983 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #280.

LVW Advisors first reported a position in PFE in Q4 2014 and has held it in 44 quarters since. The position peaked at $5.99M in Q4 2021. 1,320 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • LVW Advisors held 16,983 shares of Pfizer worth $409K as of Q2 2026.
  • LVW Advisors sold 3,710 Pfizer shares in Q2 2026, an estimated $97K.
  • Pfizer made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #280 holding.
  • LVW Advisors first reported a position in Pfizer in Q4 2014 and has held it in 44 quarters since.
  • LVW Advisors's Pfizer position peaked at $5.99M in Q4 2021.
  • 1,320 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.