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Chapman Financial Group’s Pfizer PFE Stock Holding History

Chapman Financial Group’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 		$169K Hold
6,998
– – 0.11% 136
2026
Q1 		$197K Sell
6,998
-3,189
-31% -$84.9K 0.14% 130
2025
Q4 		$254K Sell
10,187
-6,711
-40% -$169K 0.17% 112
2025
Q3 		$431K Buy
16,898
+6,203
+58% +$153K 0.3% 88
2025
Q2 		$259K Buy
+10,695
New +$249K 0.22% 88
2024
Q4 		$563K Buy
+21,209
New +$575K 0.45% 65

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

Chapman Financial Group's PFE Position: Q2 2026 in Review

Chapman Financial Group held its Pfizer (PFE) position steady in Q2 2026 at 6,998 shares worth $169K. The position accounts for 0.11% of the portfolio, ranked #136.

Chapman Financial Group first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $563K in Q4 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Chapman Financial Group held 6,998 shares of Pfizer worth $169K as of Q2 2026.
  • Chapman Financial Group left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.11% of Chapman Financial Group's portfolio in Q2 2026, its #136 holding.
  • Chapman Financial Group first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Pfizer position peaked at $563K in Q4 2024.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.