MLA
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MB, Levis & Associates’s Pfizer PFE Stock Holding History

MB, Levis & 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 		$93.6K Buy
3,886
+113
+3% +$2.96K 0.03% 88
2026
Q1 		$106K Buy
3,773
+17
+0.5% +$453 0.04% 77
2025
Q4 		$93.5K Sell
3,756
-4,269
-53% -$108K 0.04% 84
2025
Q3 		$204K Sell
8,025
-548
-6% -$13.5K 0.09% 55
2025
Q2 		$208K Buy
8,573
+141
+2% +$3.29K 0.09% 68
2025
Q1 		$214K Buy
8,432
+3,647
+76% +$95.4K 0.1% 66
2024
Q4 		$127K Sell
4,785
-7,619
-61% -$207K 0.06% 75
2024
Q3 		$359K Buy
12,404
+166
+1% +$4.84K 0.18% 48
2024
Q2 		$342K Buy
12,238
+1,899
+18% +$52.3K 0.18% 49
2024
Q1 		$287K Buy
10,339
+4,971
+93% +$138K 0.15% 54
2023
Q4 		$155K Sell
5,368
-1,920
-26% -$58K 0.09% 62
2023
Q3 		$242K Sell
7,288
-502
-6% -$17.8K 0.16% 55
2023
Q2 		$286K Buy
7,790
+57
+0.7% +$2.22K 0.18% 53
2023
Q1 		$316K Buy
7,733
+43
+0.6% +$1.86K 0.22% 48
2022
Q4 		$394K Buy
+7,690
New +$369K 0.31% 39

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MB, Levis & Associates's PFE Position: Q2 2026 in Review

MB, Levis & Associates increased its Pfizer (PFE) stake by 3% in Q2 2026, buying an estimated $2.96K and bringing the position to 3,886 shares worth $93.6K. The position accounts for 0.03% of the portfolio, ranked #88.

MB, Levis & Associates first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $394K in Q4 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • MB, Levis & Associates held 3,886 shares of Pfizer worth $93.6K as of Q2 2026.
  • MB, Levis & Associates bought 113 Pfizer shares in Q2 2026, an estimated $2.96K.
  • Pfizer made up 0.03% of MB, Levis & Associates's portfolio in Q2 2026, its #88 holding.
  • MB, Levis & Associates first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's Pfizer position peaked at $394K in Q4 2022.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.