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Soltis Investment Advisors’s Pfizer PFE Stock Holding History

Soltis Investment 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 		$650K Buy
26,981
+5,426
+25% +$142K 0.04% 310
2026
Q1 		$605K Buy
21,555
+4,073
+23% +$108K 0.04% 301
2025
Q4 		$435K Sell
17,482
-2,957
-14% -$74.6K 0.03% 347
2025
Q3 		$521K Buy
20,439
+5,624
+38% +$139K 0.04% 291
2025
Q2 		$359K Sell
14,815
-94,309
-86% -$2.2M 0.03% 292
2025
Q1 		$2.77M Buy
109,124
+92,552
+558% +$2.42M 0.25% 102
2024
Q4 		$440K Sell
16,572
-8,897
-35% -$241K 0.04% 251
2024
Q3 		$737K Sell
25,469
-159,325
-86% -$4.65M 0.07% 178
2024
Q2 		$5.17M Buy
184,794
+32
+0% +$881 0.55% 58
2024
Q1 		$5.13M Buy
184,762
+18,167
+11% +$504K 0.57% 59
2023
Q4 		$4.8M Sell
166,595
-10,510
-6% -$318K 0.54% 59
2023
Q3 		$5.87M Buy
177,105
+14,578
+9% +$516K 0.76% 34
2023
Q2 		$5.96M Buy
162,527
+23,728
+17% +$924K 0.69% 33
2023
Q1 		$5.66M Buy
138,799
+17,686
+15% +$764K 0.72% 30
2022
Q4 		$6.21M Buy
121,113
+12,922
+12% +$620K 0.82% 25
2022
Q3 		$4.73M Sell
108,191
-19,309
-15% -$938K 0.71% 30
2022
Q2 		$6.68M Buy
127,500
+46,404
+57% +$2.36M 0.97% 24
2022
Q1 		$4.2M Buy
81,096
+11,866
+17% +$616K 0.58% 36
2021
Q4 		$4.09M Buy
69,230
+1,365
+2% +$67.6K 0.58% 36
2021
Q3 		$2.92M Buy
67,865
+1,642
+2% +$72.7K 0.45% 41
2021
Q2 		$2.59M Buy
66,223
+8,572
+15% +$333K 0.41% 46
2021
Q1 		$2.09M Buy
57,651
+10,482
+22% +$372K 0.38% 48
2020
Q4 		$1.74M Buy
47,169
+7,305
+18% +$268K 0.32% 56
2020
Q3 		$1.39M Buy
39,864
+5,173
+15% +$181K 0.33% 63
2020
Q2 		$1.08M Buy
34,691
+6,920
+25% +$235K 0.28% 64
2020
Q1 		$860K Buy
27,771
+12,906
+87% +$440K 0.27% 55
2019
Q4 		$553K Buy
+14,865
New +$529K 0.11% 82

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Soltis Investment Advisors's PFE Position: Q2 2026 in Review

Soltis Investment Advisors increased its Pfizer (PFE) stake by 25% in Q2 2026, buying an estimated $142K and bringing the position to 26,981 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #310.

Soltis Investment Advisors first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.68M in Q2 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Soltis Investment Advisors held 26,981 shares of Pfizer worth $650K as of Q2 2026.
  • Soltis Investment Advisors bought 5,426 Pfizer shares in Q2 2026, an estimated $142K.
  • Pfizer made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #310 holding.
  • Soltis Investment Advisors first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Pfizer position peaked at $6.68M in Q2 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.