Formidable Asset Management’s Pfizer PFE Stock Holding History

Formidable Asset 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	$1.6M	Buy	56,869 +5,792	+11%	+$152K	0.25%	80
2026 Q1	$1.27M	Buy	51,077 +4,632	+10%	+$123K	0.2%	98
2025 Q4	$1.18M	Sell	46,445 -4,329	-9%	-$109K	0.17%	112
2025 Q3	$1.23M	Sell	50,774 -4,291	-8%	-$106K	0.19%	101
2025 Q2	$1.4M	Hold	55,065	–	–	0.23%	80
2025 Q1	$1.4M	Sell	55,065 -3,525	-6%	-$92.2K	0.23%	80
2024 Q4	$1.55M	Sell	58,590 -507	-0.9%	-$13.8K	0.26%	76
2024 Q3	$1.71M	Sell	59,097 -233	-0.4%	-$6.8K	0.27%	74
2024 Q2	$1.66M	Sell	59,330 -3,678	-6%	-$101K	0.27%	74
2024 Q1	$1.75M	Sell	63,008 -1,600	-2%	-$44.4K	0.29%	72
2023 Q4	$1.86M	Sell	64,608 -5,154	-7%	-$156K	0.39%	46
2023 Q3	$2.31M	Buy	69,762 +1,871	+3%	+$66.2K	0.51%	31
2023 Q2	$2.49M	Buy	67,891 +23,363	+52%	+$909K	0.54%	26
2023 Q1	$1.84M	Buy	44,528 +17	+0%	+$734	0.39%	40
2022 Q4	$2.28M	Sell	44,511 -387	-0.9%	-$18.6K	0.52%	28
2022 Q3	$2.05M	Buy	44,898 +114	+0.3%	+$5.54K	0.48%	33
2022 Q2	$2.34M	Buy	44,784 +120	+0.3%	+$6.12K	0.53%	28
2022 Q1	$2.31M	Sell	44,664 -1,046	-2%	-$54.3K	0.44%	39
2021 Q4	$2.51M	Sell	45,710 -238	-0.5%	-$11.8K	0.48%	34
2021 Q3	$1.98M	Sell	45,948 -395	-0.9%	-$17.5K	0.37%	46
2021 Q2	$1.87M	Sell	46,343 -3,268	-7%	-$127K	0.4%	44
2021 Q1	$1.8M	Sell	49,611 -580	-1%	-$20.6K	0.39%	52
2020 Q4	$1.85M	Sell	50,191 -1,536	-3%	-$56.3K	0.43%	43
2020 Q3	$1.79M	Buy	51,727 +645	+1%	+$22.6K	0.52%	35
2020 Q2	$1.72M	Buy	51,082 +4,226	+9%	+$144K	0.51%	43
2020 Q1	$1.45M	Buy	46,856 +3,547	+8%	+$121K	0.57%	36
2019 Q4	$1.66M	Buy	+43,309	New	+$1.54M	0.52%	44
2019 Q3	–	Sell	-45,269	Closed	-$1.68M	–	202
2019 Q2	$1.68M	Buy	+45,269	New	+$1.8M	0.58%	36
2019 Q1	–	Sell	-47,461	Closed	-$1.97M	–	234
2018 Q4	$1.97M	Buy	47,461 +727	+2%	+$30.2K	1.04%	19
2018 Q3	$1.99M	Sell	46,734 -1,989	-4%	-$76.6K	0.78%	24
2018 Q2	$1.68M	Buy	48,723 +328	+0.7%	+$11.2K	0.72%	30
2018 Q1	$1.63M	Sell	48,395 -346	-0.7%	-$11.9K	0.82%	23
2017 Q4	$1.68M	Sell	48,741 -437	-0.9%	-$14.9K	0.77%	27
2017 Q3	$1.67M	Buy	49,178 +482	+1%	+$15.5K	0.7%	22
2017 Q2	$1.55M	Buy	48,696 +416	+0.9%	+$13.1K	0.77%	20
2017 Q1	$1.53M	Sell	48,280 -1,220	-2%	-$38.5K	0.67%	23
2016 Q4	$1.52M	Sell	49,500 -962	-2%	-$29.4K	0.77%	23
2016 Q3	$1.62M	Buy	50,462 +724	+1%	+$24.2K	0.81%	20
2016 Q2	$1.73M	Buy	49,738 +4,301	+9%	+$137K	0.96%	19
2016 Q1	$1.43M	Sell	45,437 -41	-0.1%	-$1.17K	1.01%	18
2015 Q4	$1.36M	Sell	45,478 -63	-0.1%	-$1.98K	0.94%	20
2015 Q3	$1.36M	Buy	45,541 +1,467	+3%	+$47K	0.91%	20
2015 Q2	$1.4M	Buy	44,074 +617	+1%	+$20.1K	0.89%	21
2015 Q1	$1.39M	Buy	43,457 +2,487	+6%	+$79.1K	0.92%	22
2014 Q4	$1.21M	Buy	40,970 +1,590	+4%	+$45.6K	0.83%	24
2014 Q3	$1.13M	Buy	39,380 +9,583	+32%	+$269K	0.75%	29
2014 Q2	$839K	Buy	29,797 +11	+0%	+$314	0.51%	41
2014 Q1	$905K	Buy	29,786 +9	+0%	+$268	0.63%	29
2013 Q4	$882K	Sell	29,777 -603	-2%	-$17.6K	0.59%	31
2013 Q3	$836K	Buy	+30,380	New	+$827K	0.72%	32

Other funds holding PFE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Formidable Asset Management's PFE Position: Q2 2026 in Review

Formidable Asset Management increased its Pfizer (PFE) stake by 11% in Q2 2026, buying an estimated $152K and bringing the position to 56,869 shares worth $1.6M. The position accounts for 0.25% of the portfolio, ranked #80.

Formidable Asset Management first reported a position in PFE in Q3 2013 and has held it in 50 quarters since. The position peaked at $2.51M in Q4 2021. 557 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Formidable Asset Management held 56,869 shares of Pfizer worth $1.6M as of Q2 2026.
Formidable Asset Management bought 5,792 Pfizer shares in Q2 2026, an estimated $152K.
Pfizer made up 0.25% of Formidable Asset Management's portfolio in Q2 2026, its #80 holding.
Formidable Asset Management first reported a position in Pfizer in Q3 2013 and has held it in 50 quarters since.
Formidable Asset Management's Pfizer position peaked at $2.51M in Q4 2021.
557 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.