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RD Lewis Holdings’s Pfizer PFE Stock Holding History

RD Lewis Holdings’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
Q1 		$512K Sell
18,792
-2,145
-10% -$57.1K 0.44% 52
2025
Q4 		$540K Sell
20,937
-151
-0.7% -$3.81K 0.46% 52
2025
Q3 		$546K Sell
21,088
-1,380
-6% -$34.1K 0.51% 51
2025
Q2 		$544K Sell
22,468
-1,265
-5% -$29.5K 0.55% 47
2025
Q1 		$574K Sell
23,733
-235
-1% -$6.15K 0.65% 41
2024
Q4 		$617K Buy
+23,968
New +$650K 0.68% 42

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

RD Lewis Holdings's PFE Position: Q1 2026 in Review

RD Lewis Holdings reduced its Pfizer (PFE) stake by 10% in Q1 2026, selling an estimated $57.1K and leaving 18,792 shares worth $512K. The position accounts for 0.44% of the portfolio, ranked #52.

RD Lewis Holdings first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $617K in Q4 2024. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • RD Lewis Holdings held 18,792 shares of Pfizer worth $512K as of Q1 2026.
  • RD Lewis Holdings sold 2,145 Pfizer shares in Q1 2026, an estimated $57.1K.
  • Pfizer made up 0.44% of RD Lewis Holdings's portfolio in Q1 2026, its #52 holding.
  • RD Lewis Holdings first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Pfizer position peaked at $617K in Q4 2024.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.