Private Advisory Group’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
$6.12M Buy
254,299
+29,858
+13% +$781K 0.33% 85
2026
Q1
$6.3M Buy
+224,441
New +$5.98M 0.41% 70
2022
Q2
Sell
-12,282
Closed -$636K 188
2022
Q1
$636K Sell
12,282
-68,943
-85% -$3.58M 0.12% 106
2021
Q4
$4.8M Buy
81,225
+21,664
+36% +$1.07M 0.9% 29
2021
Q3
$2.56M Buy
59,561
+8,139
+16% +$361K 0.63% 42
2021
Q2
$2.01M Buy
51,422
+17,002
+49% +$661K 0.51% 45
2021
Q1
$1.25M Buy
34,420
+13,498
+65% +$479K 0.36% 56
2020
Q4
$770K Buy
20,922
+3,635
+21% +$133K 0.25% 66
2020
Q3
$602K Buy
17,287
+1,562
+10% +$54.8K 0.24% 60
2020
Q2
$488K Buy
+15,725
New +$534K 0.2% 73
2018
Q2
Sell
-64,391
Closed -$2.17M 138
2018
Q1
$2.17M Buy
+64,391
New +$2.21M 1.34% 30

Other funds holding PFE

Private Advisory Group's PFE Position: Q2 2026 in Review

Private Advisory Group increased its Pfizer (PFE) stake by 13% in Q2 2026, buying an estimated $781K and bringing the position to 254,299 shares worth $6.12M. The position accounts for 0.33% of the portfolio, ranked #85.

Private Advisory Group first reported a position in PFE in Q1 2018 and has held it in 11 quarters since. The position peaked at $6.3M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Private Advisory Group held 254,299 shares of Pfizer worth $6.12M as of Q2 2026.
  • Private Advisory Group bought 29,858 Pfizer shares in Q2 2026, an estimated $781K.
  • Pfizer made up 0.33% of Private Advisory Group's portfolio in Q2 2026, its #85 holding.
  • Private Advisory Group first reported a position in Pfizer in Q1 2018 and has held it in 11 quarters since.
  • Private Advisory Group's Pfizer position peaked at $6.3M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.