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Lynch & Associates’s Pfizer PFE Stock Holding History

Lynch & Associates’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 		$2.21M Buy
91,717
+3,717
+4% +$97.2K 0.39% 65
2026
Q1 		$2.47M Buy
88,000
+16,857
+24% +$449K 0.46% 56
2025
Q4 		$1.77M Sell
71,143
-5,197
-7% -$131K 0.33% 64
2025
Q3 		$1.95M Sell
76,340
-5,624
-7% -$139K 0.38% 60
2025
Q2 		$1.99M Sell
81,964
-6,982
-8% -$163K 0.4% 56
2025
Q1 		$2.25M Sell
88,946
-802
-0.9% -$21K 0.49% 53
2024
Q4 		$2.38M Sell
89,748
-3,809
-4% -$103K 0.52% 50
2024
Q3 		$2.71M Sell
93,557
-3,625
-4% -$106K 0.57% 49
2024
Q2 		$2.72M Buy
97,182
+7,151
+8% +$197K 0.61% 46
2024
Q1 		$2.5M Sell
90,031
-35,363
-28% -$981K 0.58% 48
2023
Q4 		$3.61M Sell
125,394
-30,604
-20% -$925K 0.88% 38
2023
Q3 		$5.17M Sell
155,998
-37,683
-19% -$1.33M 1.37% 24
2023
Q2 		$7.1M Sell
193,681
-4,804
-2% -$187K 1.82% 18
2023
Q1 		$8.1M Sell
198,485
-6,987
-3% -$302K 2.12% 14
2022
Q4 		$10.5M Buy
205,472
+89
+0% +$4.27K 2.75% 11
2022
Q3 		$8.99M Sell
205,383
-2,543
-1% -$124K 2.63% 11
2022
Q2 		$10.9M Sell
207,926
-1,102
-0.5% -$56.2K 2.97% 9
2022
Q1 		$10.8M Sell
209,028
-6,519
-3% -$338K 2.62% 10
2021
Q4 		$12.7M Buy
215,547
+1,825
+0.9% +$90.4K 3% 7
2021
Q3 		$9.19M Buy
213,722
+2,673
+1% +$118K 2.38% 9
2021
Q2 		$8.27M Buy
211,049
+2,233
+1% +$86.8K 2.12% 10
2021
Q1 		$7.57M Buy
208,816
+4,209
+2% +$149K 2.04% 15
2020
Q4 		$7.53M Sell
204,607
-5,549
-3% -$204K 2.05% 12
2020
Q3 		$7.32M Buy
210,156
+622
+0.3% +$21.8K 2.19% 11
2020
Q2 		$6.5M Sell
209,534
-4,226
-2% -$144K 2.1% 12
2020
Q1 		$6.62M Buy
213,760
+3,230
+2% +$110K 2.43% 10
2019
Q4 		$7.83M Sell
210,530
-3,716
-2% -$132K 2.25% 10
2019
Q3 		$7.3M Buy
214,246
+882
+0.4% +$32.1K 2.23% 13
2019
Q2 		$8.77M Buy
213,364
+2,033
+1% +$80.7K 2.85% 8
2019
Q1 		$8.52M Buy
211,331
+1,960
+0.9% +$78.5K 2.82% 9
2018
Q4 		$8.67M Sell
209,371
-24
-0% -$996 3.24% 8
2018
Q3 		$8.76M Sell
209,395
-4,348
-2% -$167K 2.95% 8
2018
Q2 		$7.36M Buy
213,743
+11,996
+6% +$410K 2.67% 9
2018
Q1 		$6.79M Buy
201,747
+6,622
+3% +$228K 2.6% 9
2017
Q4 		$6.71M Buy
195,125
+3,293
+2% +$112K 2.51% 10
2017
Q3 		$6.5M Buy
191,832
+7,588
+4% +$244K 2.58% 10
2017
Q2 		$5.87M Buy
184,244
+4,109
+2% +$130K 2.32% 12
2017
Q1 		$5.85M Buy
180,135
+3,482
+2% +$110K 2.38% 12
2016
Q4 		$5.44M Buy
176,653
+1,275
+0.7% +$38.9K 2.29% 12
2016
Q3 		$5.64M Buy
175,378
+1,425
+0.8% +$47.6K 2.48% 10
2016
Q2 		$5.81M Buy
173,953
+13,115
+8% +$419K 2.6% 9
2016
Q1 		$4.52M Sell
160,838
-1,446
-0.9% -$41.3K 2.15% 12
2015
Q4 		$4.97M Sell
162,284
-785
-0.5% -$24.7K 2.55% 11
2015
Q3 		$4.86M Buy
163,069
+3,138
+2% +$101K 2.69% 7
2015
Q2 		$5.09M Buy
159,931
+1,742
+1% +$56.8K 2.66% 9
2015
Q1 		$5.22M Buy
158,189
+8,840
+6% +$281K 2.75% 8
2014
Q4 		$4.41M Buy
149,349
+5,344
+4% +$153K 2.37% 11
2014
Q3 		$4.04M Sell
144,005
-3,157
-2% -$88.6K 2.27% 12
2014
Q2 		$4.14M Sell
147,162
-1,946
-1% -$55.5K 2.37% 11
2014
Q1 		$4.54M Buy
149,108
+3,585
+2% +$107K 2.68% 9
2013
Q4 		$4.23M Buy
145,523
+6,037
+4% +$176K 2.53% 9
2013
Q3 		$3.8M Buy
139,486
+2,652
+2% +$72.2K 2.54% 9
2013
Q2 		$3.64M Buy
+136,834
New +$3.78M 2.51% 9

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

Lynch & Associates's PFE Position: Q2 2026 in Review

Lynch & Associates increased its Pfizer (PFE) stake by 4.2% in Q2 2026, buying an estimated $97.2K and bringing the position to 91,717 shares worth $2.21M. The position accounts for 0.39% of the portfolio, ranked #65.

Lynch & Associates first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.7M in Q4 2021. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Lynch & Associates held 91,717 shares of Pfizer worth $2.21M as of Q2 2026.
  • Lynch & Associates bought 3,717 Pfizer shares in Q2 2026, an estimated $97.2K.
  • Pfizer made up 0.39% of Lynch & Associates's portfolio in Q2 2026, its #65 holding.
  • Lynch & Associates first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Pfizer position peaked at $12.7M in Q4 2021.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.