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Moody Lynn & Lieberson’s Pfizer PFE Stock Holding History

Moody Lynn & Lieberson’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 		$734K Sell
30,466
-2,733
-8% -$71.5K 0.04% 141
2026
Q1 		$932K Buy
33,199
+6,550
+25% +$174K 0.05% 119
2025
Q4 		$664K Sell
26,649
-38
-0.1% -$958 0.04% 149
2025
Q3 		$680K Sell
26,687
-2,877
-10% -$71K 0.04% 152
2025
Q2 		$717K Sell
29,564
-17,241
-37% -$402K 0.04% 145
2025
Q1 		$1.19M Sell
46,805
-4,895
-9% -$128K 0.08% 105
2024
Q4 		$1.37M Sell
51,700
-31,453
-38% -$853K 0.08% 99
2024
Q3 		$2.41M Buy
83,153
+27,198
+49% +$793K 0.15% 86
2024
Q2 		$1.57M Buy
55,955
+13,248
+31% +$365K 0.1% 93
2024
Q1 		$1.19M Sell
42,707
-2,500
-6% -$69.4K 0.08% 104
2023
Q4 		$1.3M Sell
45,207
-13,116
-22% -$396K 0.1% 104
2023
Q3 		$1.93M Sell
58,323
-11,535
-17% -$408K 0.17% 79
2023
Q2 		$2.56M Sell
69,858
-243,388
-78% -$9.47M 0.21% 75
2023
Q1 		$12.8M Sell
313,246
-24,273
-7% -$1.05M 1.15% 29
2022
Q4 		$17.3M Sell
337,519
-15,623
-4% -$749K 1.58% 27
2022
Q3 		$15.5M Sell
353,142
-91,626
-21% -$4.45M 1.49% 25
2022
Q2 		$23.3M Buy
444,768
+43,527
+11% +$2.22M 2.1% 14
2022
Q1 		$20.8M Sell
401,241
-1,820
-0.5% -$94.4K 1.52% 25
2021
Q4 		$23.8M Buy
403,061
+174,008
+76% +$8.62M 1.6% 20
2021
Q3 		$9.85M Buy
229,053
+100,594
+78% +$4.46M 0.74% 41
2021
Q2 		$5.03M Buy
128,459
+16,967
+15% +$660K 0.38% 64
2021
Q1 		$4.04M Buy
111,492
+8,757
+9% +$311K 0.34% 66
2020
Q4 		$3.78M Buy
102,735
+17,044
+20% +$625K 0.32% 71
2020
Q3 		$2.98M Buy
85,691
+4,740
+6% +$166K 0.3% 71
2020
Q2 		$2.51M Buy
80,951
+8,698
+12% +$295K 0.27% 70
2020
Q1 		$2.24K Buy
72,253
+22,413
+45% +$764K 0.31% 59
2019
Q4 		$1.85M Sell
49,840
-388
-0.8% -$13.8K 0.18% 94
2019
Q3 		$1.71M Buy
50,228
+321
+0.6% +$11.7K 0.19% 81
2019
Q2 		$2.05M Sell
49,907
-434
-0.9% -$17.2K 0.23% 80
2019
Q1 		$2.03M Buy
50,341
+114
+0.2% +$4.57K 0.23% 75
2018
Q4 		$2.08M Buy
50,227
+687
+1% +$28.5K 0.28% 68
2018
Q3 		$2.07M Sell
49,540
-232
-0.5% -$8.93K 0.22% 83
2018
Q2 		$1.71M Buy
49,772
+4,681
+10% +$160K 0.2% 87
2018
Q1 		$1.52M Buy
45,091
+1,971
+5% +$67.8K 0.18% 89
2017
Q4 		$1.55M Sell
43,120
-49
-0.1% -$1.67K 0.17% 90
2017
Q3 		$1.46M Sell
43,169
-54
-0.1% -$1.74K 0.18% 92
2017
Q2 		$1.38M Sell
43,223
-16,231
-27% -$512K 0.18% 86
2017
Q1 		$1.93M Buy
59,454
+3,090
+5% +$97.4K 0.27% 71
2016
Q4 		$1.74M Sell
56,364
-969
-2% -$29.6K 0.25% 78
2016
Q3 		$1.84M Sell
57,333
-192,273
-77% -$6.43M 0.31% 76
2016
Q2 		$8.34M Buy
249,606
+193,528
+345% +$6.18M 1.49% 25
2016
Q1 		$1.58M Buy
56,078
+271
+0.5% +$7.74K 0.25% 80
2015
Q4 		$1.71M Sell
55,807
-15,448
-22% -$486K 0.27% 83
2015
Q3 		$2.12M Sell
71,255
-5,048
-7% -$162K 0.41% 61
2015
Q2 		$2.43M Buy
76,303
+265
+0.3% +$8.64K 0.39% 69
2015
Q1 		$2.51M Sell
76,038
-3,470
-4% -$110K 0.4% 66
2014
Q4 		$2.35M Sell
79,508
-1,202
-1% -$34.5K 0.34% 76
2014
Q3 		$2.26M Sell
80,710
-4,239
-5% -$119K 0.34% 76
2014
Q2 		$2.39M Sell
84,949
-23,224
-21% -$662K 0.33% 80
2014
Q1 		$3.3M Buy
108,173
+32,995
+44% +$984K 0.48% 72
2013
Q4 		$2.19M Sell
75,178
-333
-0.4% -$9.69K 0.3% 86
2013
Q3 		$2.06M Sell
75,511
-787
-1% -$21.4K 0.32% 86
2013
Q2 		$2.03M Buy
+76,298
New +$2.11M 0.35% 76

Other funds holding PFE

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Moody Lynn & Lieberson's PFE Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Pfizer (PFE) stake by 8.2% in Q2 2026, selling an estimated $71.5K and leaving 30,466 shares worth $734K. The position accounts for 0.04% of the portfolio, ranked #141.

Moody Lynn & Lieberson first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.8M in Q4 2021. 719 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Moody Lynn & Lieberson held 30,466 shares of Pfizer worth $734K as of Q2 2026.
  • Moody Lynn & Lieberson sold 2,733 Pfizer shares in Q2 2026, an estimated $71.5K.
  • Pfizer made up 0.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #141 holding.
  • Moody Lynn & Lieberson first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Moody Lynn & Lieberson's Pfizer position peaked at $23.8M in Q4 2021.
  • 719 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.