Yelin Lapidot Holdings Management’s Pfizer PFE Stock Holding History

Yelin Lapidot Holdings Management’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	$5.18M	Hold	215,000	–	–	0.98%	29
2026 Q1	$6.04M	Sell	215,000 -65,301	-23%	-$1.74M	1.26%	22
2025 Q4	$6.98M	Sell	280,301 -17,530	-6%	-$442K	1.4%	18
2025 Q3	$7.59M	Hold	297,831	–	–	1.59%	19
2025 Q2	$7.22M	Hold	297,831	–	–	1.32%	19
2025 Q1	$7.55M	Sell	297,831 -1,477	-0.5%	-$38.6K	1.46%	20
2024 Q4	$7.94M	Sell	299,308 -14,642	-5%	-$397K	1.38%	20
2024 Q3	$9.09M	Sell	313,950 -4,800	-2%	-$140K	1.5%	20
2024 Q2	$8.92M	Hold	318,750	–	–	1.57%	17
2024 Q1	$8.85M	Hold	318,750	–	–	1.82%	18
2023 Q4	$9.18M	Hold	318,750	–	–	2.22%	12
2023 Q3	$10.2M	Buy	+318,750	New	+$11.3M	2.52%	11

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

Yelin Lapidot Holdings Management's PFE Position: Q2 2026 in Review

Yelin Lapidot Holdings Management held its Pfizer (PFE) position steady in Q2 2026 at 215,000 shares worth $5.18M. The position accounts for 0.98% of the portfolio, ranked #29.

Yelin Lapidot Holdings Management first reported a position in PFE in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q3 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Yelin Lapidot Holdings Management held 215,000 shares of Pfizer worth $5.18M as of Q2 2026.
Yelin Lapidot Holdings Management left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.98% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #29 holding.
Yelin Lapidot Holdings Management first reported a position in Pfizer in Q3 2023 and has held it in 12 quarters since.
Yelin Lapidot Holdings Management's Pfizer position peaked at $10.2M in Q3 2023.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.