Athena Investment Management’s Pfizer PFE Stock Holding History

Athena Investment 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	$988K	Sell	41,018 -11,284	-22%	-$295K	0.59%	42
2026 Q1	$1.47M	Hold	52,302	–	–	0.76%	31
2025 Q4	$1.3M	Hold	52,302	–	–	0.67%	34
2025 Q3	$1.33M	Sell	52,302 -32	-0.1%	-$790	0.69%	31
2025 Q2	$1.27M	Hold	52,334	–	–	0.71%	33
2025 Q1	$1.33M	Buy	52,334 +966	+2%	+$25.3K	0.8%	27
2024 Q4	$1.36M	Sell	51,368 -809	-2%	-$21.9K	0.79%	23
2024 Q3	$1.51M	Buy	52,177 +165	+0.3%	+$4.81K	0.86%	20
2024 Q2	$1.46M	Buy	52,012 +713	+1%	+$19.6K	0.88%	20
2024 Q1	$1.42M	Buy	51,299 +840	+2%	+$23.3K	0.85%	21
2023 Q4	$1.45M	Buy	50,459 +355	+0.7%	+$10.7K	0.94%	18
2023 Q3	$1.66M	Buy	50,104 +210	+0.4%	+$7.43K	1.19%	15
2023 Q2	$1.83M	Buy	49,894 +508	+1%	+$19.8K	1.26%	11
2023 Q1	$2.01M	Buy	49,386 +219	+0.4%	+$9.46K	1.45%	10
2022 Q4	$2.52M	Hold	49,167	–	–	1.85%	9
2022 Q3	$2.15M	Hold	49,167	–	–	1.81%	9
2022 Q2	$2.58M	Buy	49,167 +4,026	+9%	+$205K	2.03%	9
2022 Q1	$2.34M	Buy	+45,141	New	+$2.34M	1.82%	10

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

Athena Investment Management's PFE Position: Q2 2026 in Review

Athena Investment Management reduced its Pfizer (PFE) stake by 22% in Q2 2026, selling an estimated $295K and leaving 41,018 shares worth $988K. The position accounts for 0.59% of the portfolio, ranked #42.

Athena Investment Management first reported a position in PFE in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.58M in Q2 2022. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Athena Investment Management held 41,018 shares of Pfizer worth $988K as of Q2 2026.
Athena Investment Management sold 11,284 Pfizer shares in Q2 2026, an estimated $295K.
Pfizer made up 0.59% of Athena Investment Management's portfolio in Q2 2026, its #42 holding.
Athena Investment Management first reported a position in Pfizer in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Pfizer position peaked at $2.58M in Q2 2022.
2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.