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Fortem Financial Group’s Pfizer PFE Stock Holding History

Fortem 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 		$515K Buy
21,388
+433
+2% +$11.3K 0.11% 124
2026
Q1 		$588K Buy
20,955
+3,058
+17% +$81.4K 0.15% 117
2025
Q4 		$446K Buy
+17,897
New +$451K 0.12% 121
2022
Q3 		– Sell
-31,459
Closed -$1.65M – 174
2022
Q2 		$1.65M Sell
31,459
-10,657
-25% -$543K 1.08% 25
2022
Q1 		$2.18M Sell
42,116
-3,850
-8% -$200K 0.95% 35
2021
Q4 		$2.71M Buy
45,966
+1,257
+3% +$62.3K 1.24% 18
2021
Q3 		$1.92M Sell
44,709
-1,281
-3% -$56.7K 0.97% 32
2021
Q2 		$1.8M Sell
45,990
-2,845
-6% -$111K 0.91% 36
2021
Q1 		$1.77M Sell
48,835
-5,904
-11% -$210K 1.02% 25
2020
Q4 		$2.02M Sell
54,739
-1,280
-2% -$47K 1.21% 18
2020
Q3 		$1.95M Sell
56,019
-23,462
-30% -$823K 1.41% 17
2020
Q2 		$2.47M Buy
79,481
+15,868
+25% +$539K 1.9% 8
2020
Q1 		$1.97M Buy
63,613
+18,693
+42% +$637K 1.8% 11
2019
Q4 		$1.67M Sell
44,920
-16,020
-26% -$571K 1.24% 28
2019
Q3 		$2.08M Buy
60,940
+25,213
+71% +$917K 1.77% 13
2019
Q2 		$1.47M Buy
35,727
+727
+2% +$28.9K 1.48% 26
2019
Q1 		$1.41M Buy
35,000
+2,300
+7% +$92.1K 1.46% 25
2018
Q4 		$1.35M Buy
+32,700
New +$1.36M 1.63% 22

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

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

Fortem Financial Group increased its Pfizer (PFE) stake by 2.1% in Q2 2026, buying an estimated $11.3K and bringing the position to 21,388 shares worth $515K. The position accounts for 0.11% of the portfolio, ranked #124.

Fortem Financial Group first reported a position in PFE in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.71M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Fortem Financial Group held 21,388 shares of Pfizer worth $515K as of Q2 2026.
  • Fortem Financial Group bought 433 Pfizer shares in Q2 2026, an estimated $11.3K.
  • Pfizer made up 0.11% of Fortem Financial Group's portfolio in Q2 2026, its #124 holding.
  • Fortem Financial Group first reported a position in Pfizer in Q4 2018 and has held it in 18 quarters since.
  • Fortem Financial Group's Pfizer position peaked at $2.71M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.