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 Q2	$494K	Sell	18,387 -405	-2%	-$10.6K	0.37%	60
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 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

RD Lewis Holdings's PFE Position: Q2 2026 in Review

RD Lewis Holdings reduced its Pfizer (PFE) stake by 2.2% in Q2 2026, selling an estimated $10.6K and leaving 18,387 shares worth $494K. The position accounts for 0.37% of the portfolio, ranked #60.

RD Lewis Holdings first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $617K in Q4 2024. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

RD Lewis Holdings held 18,387 shares of Pfizer worth $494K as of Q2 2026.
RD Lewis Holdings sold 405 Pfizer shares in Q2 2026, an estimated $10.6K.
Pfizer made up 0.37% of RD Lewis Holdings's portfolio in Q2 2026, its #60 holding.
RD Lewis Holdings first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
RD Lewis Holdings's Pfizer position peaked at $617K in Q4 2024.
2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.