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Forum Finance Group’s Pfizer PFE Stock Holding History

Forum Finance 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 		$355K Buy
18,230
+30
+0.2% +$785 0.13% 118
2026
Q1 		$393K Buy
+18,200
New +$485K 0.21% 89

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

Forum Finance Group's PFE Position: Q2 2026 in Review

Forum Finance Group increased its Pfizer (PFE) stake by 0.16% in Q2 2026, buying an estimated $785 and bringing the position to 18,230 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #118.

Forum Finance Group first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $393K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Forum Finance Group held 18,230 shares of Pfizer worth $355K as of Q2 2026.
  • Forum Finance Group bought 30 Pfizer shares in Q2 2026, an estimated $785.
  • Pfizer made up 0.13% of Forum Finance Group's portfolio in Q2 2026, its #118 holding.
  • Forum Finance Group first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's Pfizer position peaked at $393K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.