Naples Global Advisors’s Pfizer PFE Stock Holding History

Naples Global 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	$2.73M	Buy	113,546 +5,085	+5%	+$133K	0.17%	135
2026 Q1	$3.05M	Buy	108,461 +6,287	+6%	+$167K	0.22%	119
2025 Q4	$2.54M	Sell	102,174 -8,591	-8%	-$217K	0.19%	130
2025 Q3	$2.82M	Sell	110,765 -1,950	-2%	-$48.1K	0.22%	113
2025 Q2	$2.73M	Sell	112,715 -9,959	-8%	-$232K	0.24%	109
2025 Q1	$3.11M	Buy	122,674 +5,960	+5%	+$156K	0.3%	96
2024 Q4	$3.1M	Sell	116,714 -13,337	-10%	-$362K	0.29%	98
2024 Q3	$3.76M	Buy	130,051 +2,829	+2%	+$82.5K	0.35%	87
2024 Q2	$3.56M	Buy	127,222 +1,094	+0.9%	+$30.1K	0.36%	80
2024 Q1	$3.5M	Buy	126,128 +1,196	+1%	+$33.2K	0.36%	81
2023 Q4	$3.6M	Buy	124,932 +15,768	+14%	+$477K	0.4%	74
2023 Q3	$3.62M	Buy	109,164 +6,440	+6%	+$228K	0.44%	69
2023 Q2	$3.77M	Buy	102,724 +2,709	+3%	+$105K	0.44%	67
2023 Q1	$4.08M	Buy	100,015 +1,249	+1%	+$53.9K	0.51%	56
2022 Q4	$5.06M	Buy	98,766 +887	+0.9%	+$42.5K	0.64%	40
2022 Q3	$4.28M	Buy	97,879 +7,573	+8%	+$368K	0.59%	44
2022 Q2	$4.74M	Buy	90,306 +3,582	+4%	+$183K	0.61%	42
2022 Q1	$4.49M	Sell	86,724 -908	-1%	-$47.1K	0.52%	50
2021 Q4	$5.17M	Sell	87,632 -296	-0.3%	-$14.7K	0.6%	42
2021 Q3	$3.78M	Buy	87,928 +277	+0.3%	+$12.3K	0.5%	56
2021 Q2	$3.43M	Buy	87,651 +3,878	+5%	+$151K	0.48%	62
2021 Q1	$3.04M	Buy	83,773 +2,469	+3%	+$87.7K	0.46%	66
2020 Q4	$2.99M	Sell	81,304 -2,442	-3%	-$89.6K	0.51%	59
2020 Q3	$2.92M	Buy	83,746 +3,786	+5%	+$133K	0.57%	51
2020 Q2	$2.48M	Buy	79,960 +6,084	+8%	+$207K	0.53%	52
2020 Q1	$2.29M	Buy	73,876 +9,574	+15%	+$326K	0.6%	45
2019 Q4	$2.39M	Buy	64,302 +3,038	+5%	+$108K	0.5%	55
2019 Q3	$2.09M	Buy	61,264 +9,190	+18%	+$334K	0.49%	58
2019 Q2	$2.14M	Buy	52,074 +3,999	+8%	+$159K	0.52%	57
2019 Q1	$1.94M	Buy	48,075 +3,187	+7%	+$128K	0.5%	63
2018 Q4	$1.8M	Buy	44,888 +9,920	+28%	+$412K	0.51%	58
2018 Q3	$1.46M	Sell	34,968 -547	-2%	-$21.1K	0.39%	87
2018 Q2	$1.22M	Buy	35,515 +1,805	+5%	+$61.7K	0.34%	98
2018 Q1	$1.14M	Buy	33,710 +2,003	+6%	+$68.9K	0.34%	98
2017 Q4	$1.09M	Buy	31,707 +4,916	+18%	+$168K	0.32%	108
2017 Q3	$907K	Buy	26,791 +1,440	+6%	+$46.3K	0.3%	120
2017 Q2	$808K	Sell	25,351 -527	-2%	-$16.6K	0.29%	125
2017 Q1	$840K	Buy	25,878 +83	+0.3%	+$2.62K	0.3%	127
2016 Q4	$795K	Buy	25,795 +154	+0.6%	+$4.7K	0.31%	124
2016 Q3	$824K	Hold	25,641	–	–	0.32%	123
2016 Q2	$857K	Buy	25,641 +90	+0.4%	+$2.87K	0.35%	111
2016 Q1	$719K	Buy	25,551 +1,086	+4%	+$31K	0.3%	125
2015 Q4	$749K	Buy	24,465 +674	+3%	+$21.2K	0.36%	110
2015 Q3	$709K	Sell	23,791 -316	-1%	-$10.1K	0.36%	108
2015 Q2	$767K	Sell	24,107 -216	-0.9%	-$7.04K	0.37%	114
2015 Q1	$803K	Buy	24,323 +1,258	+5%	+$40K	0.38%	111
2014 Q4	$682K	Buy	23,065 +3,317	+17%	+$95.1K	0.36%	125
2014 Q3	$554K	Buy	19,748 +533	+3%	+$15K	0.33%	126
2014 Q2	$541K	Buy	19,215 +1,686	+10%	+$48.1K	0.32%	136
2014 Q1	$534K	Buy	17,529 +3,515	+25%	+$105K	0.33%	130
2013 Q4	$407K	Buy	+14,014	New	+$408K	0.27%	151

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

Naples Global Advisors's PFE Position: Q2 2026 in Review

Naples Global Advisors increased its Pfizer (PFE) stake by 4.7% in Q2 2026, buying an estimated $133K and bringing the position to 113,546 shares worth $2.73M. The position accounts for 0.17% of the portfolio, ranked #135.

Naples Global Advisors first reported a position in PFE in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.17M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Naples Global Advisors held 113,546 shares of Pfizer worth $2.73M as of Q2 2026.
Naples Global Advisors bought 5,085 Pfizer shares in Q2 2026, an estimated $133K.
Pfizer made up 0.17% of Naples Global Advisors's portfolio in Q2 2026, its #135 holding.
Naples Global Advisors first reported a position in Pfizer in Q4 2013 and has held it in 51 quarters since.
Naples Global Advisors's Pfizer position peaked at $5.17M in Q4 2021.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.