Pin Oak Investment Advisors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$584K Buy
24,253
+17
+0.1% +$445 0.42% 52
2026
Q1
$681K Sell
24,236
-308
-1% -$8.2K 0.48% 46
2025
Q4
$679K Buy
24,544
+537
+2% +$13.5K 0.48% 46
2025
Q3
$612K Sell
24,007
-2,365
-9% -$58.4K 0.44% 47
2025
Q2
$668K Sell
26,372
-906
-3% -$21.1K 0.57% 38
2025
Q1
$691K Sell
27,278
-1,704
-6% -$44.6K 0.53% 40
2024
Q4
$839K Hold
28,982
0.76% 28
2024
Q3
$838K Buy
28,982
+143
+0.5% +$4.17K 0.76% 28
2024
Q2
$807K Sell
28,839
-165
-0.6% -$4.54K 0.77% 28
2024
Q1
$805K Sell
29,004
-540
-2% -$15K 0.77% 30
2023
Q4
$851K Sell
29,544
-4,200
-12% -$127K 0.86% 26
2023
Q3
$1.12M Buy
33,744
+9,050
+37% +$320K 1.26% 16
2023
Q2
$906K Sell
24,694
-470
-2% -$18.3K 1% 23
2023
Q1
$1.03M Buy
25,164
+895
+4% +$38.7K 1.27% 18
2022
Q4
$1.24M Sell
24,269
-175
-0.7% -$8.39K 1.53% 16
2022
Q3
$1.07M Hold
24,444
1.34% 18
2022
Q2
$1.28M Sell
24,444
-778
-3% -$39.6K 1.57% 14
2022
Q1
$1.31M Sell
25,222
-1,075
-4% -$55.8K 1.4% 17
2021
Q4
$1.55M Sell
26,297
-13,768
-34% -$682K 1.57% 20
2021
Q3
$1.72M Sell
40,065
-175
-0.4% -$7.75K 1.9% 17
2021
Q2
$1.58M Sell
40,240
-850
-2% -$33.1K 1.6% 19
2021
Q1
$1.49M Sell
41,090
-296
-0.7% -$10.5K 1.27% 29
2020
Q4
$1.52M Sell
41,386
-2,190
-5% -$80.3K 1.25% 27
2020
Q3
$1.52M Sell
43,576
-4,811
-10% -$169K 1.46% 20
2020
Q2
$1.5M Sell
48,387
-3,106
-6% -$106K 1.39% 24
2020
Q1
$1.59M Sell
51,493
-6,968
-12% -$237K 1.67% 14
2019
Q4
$2.17M Sell
58,461
-2,767
-5% -$98.6K 1.75% 17
2019
Q3
$2.09M Buy
61,228
+48
+0.1% +$1.75K 1.71% 15
2019
Q2
$2.52M Sell
61,180
-2,267
-4% -$90K 1.96% 10
2019
Q1
$2.56M Sell
63,447
-1,909
-3% -$76.5K 2.05% 10
2018
Q4
$2.71M Sell
65,356
-2,453
-4% -$102K 2.4% 5
2018
Q3
$2.83M Sell
67,809
-4,713
-6% -$181K 2.13% 9
2018
Q2
$2.5M Sell
72,522
-4,602
-6% -$157K 1.83% 15
2018
Q1
$2.6M Sell
77,124
-1,518
-2% -$52.2K 2.1% 10
2017
Q4
$2.7M Buy
+78,642
New +$2.68M 2.07% 8

Other funds holding PFE

Pin Oak Investment Advisors's PFE Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Pfizer (PFE) stake by 0.07% in Q2 2026, buying an estimated $445 and bringing the position to 24,253 shares worth $584K. The position accounts for 0.42% of the portfolio, ranked #52.

Pin Oak Investment Advisors first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.83M in Q3 2018. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Pin Oak Investment Advisors held 24,253 shares of Pfizer worth $584K as of Q2 2026.
  • Pin Oak Investment Advisors bought 17 Pfizer shares in Q2 2026, an estimated $445.
  • Pfizer made up 0.42% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Pin Oak Investment Advisors first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
  • Pin Oak Investment Advisors's Pfizer position peaked at $2.83M in Q3 2018.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.