Stokes Capital Advisors’s Pfizer PFE Stock Holding History

Stokes Capital 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	$552K	Buy	22,925 +6,300	+38%	+$165K	0.12%	73
2026 Q1	$467K	Buy	+16,625	New	+$443K	0.1%	70
2024 Q4	–	Sell	-7,325	Closed	-$212K	–	75
2024 Q3	$212K	Hold	7,325	–	–	0.05%	75
2024 Q2	$205K	Hold	7,325	–	–	0.06%	75
2024 Q1	$203K	Buy	+7,325	New	+$203K	0.06%	76
2023 Q1	–	Sell	-64,734	Closed	-$3.32M	–	86
2022 Q4	$3.32M	Buy	64,734 +884	+1%	+$42.4K	1.14%	43
2022 Q3	$2.79M	Sell	63,850 -29,141	-31%	-$1.42M	1.04%	43
2022 Q2	$4.88M	Sell	92,991 -925	-1%	-$47.1K	1.7%	29
2022 Q1	$4.86M	Sell	93,916 -2,851	-3%	-$148K	1.42%	37
2021 Q4	$5.71M	Sell	96,767 -1,305	-1%	-$64.7K	1.7%	29
2021 Q3	$4.22M	Buy	98,072 +537	+0.6%	+$23.8K	1.36%	40
2021 Q2	$3.82M	Buy	97,535 +2,539	+3%	+$98.7K	1.25%	43
2021 Q1	$3.44M	Buy	+94,996	New	+$3.37M	1.41%	40

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Stokes Capital Advisors's PFE Position: Q2 2026 in Review

Stokes Capital Advisors increased its Pfizer (PFE) stake by 38% in Q2 2026, buying an estimated $165K and bringing the position to 22,925 shares worth $552K. The position accounts for 0.12% of the portfolio, ranked #73.

Stokes Capital Advisors first reported a position in PFE in Q1 2021 and has held it in 13 quarters since. The position peaked at $5.71M in Q4 2021. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Stokes Capital Advisors held 22,925 shares of Pfizer worth $552K as of Q2 2026.
Stokes Capital Advisors bought 6,300 Pfizer shares in Q2 2026, an estimated $165K.
Pfizer made up 0.12% of Stokes Capital Advisors's portfolio in Q2 2026, its #73 holding.
Stokes Capital Advisors first reported a position in Pfizer in Q1 2021 and has held it in 13 quarters since.
Stokes Capital Advisors's Pfizer position peaked at $5.71M in Q4 2021.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.