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Forum Financial Management’s Pfizer PFE Stock Holding History

Forum Financial 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 		$931K Buy
38,668
+2,590
+7% +$67.8K 0.01% 139
2026
Q1 		$1.01M Sell
36,078
-62,705
-63% -$1.67M 0.01% 123
2025
Q4 		$2.46M Sell
98,783
-19,121
-16% -$482K 0.03% 125
2025
Q3 		$3M Buy
117,904
+37,820
+47% +$933K 0.04% 101
2025
Q2 		$1.94M Sell
80,084
-24,412
-23% -$569K 0.03% 127
2025
Q1 		$2.65M Buy
104,496
+7,851
+8% +$205K 0.04% 89
2024
Q4 		$2.56M Buy
96,645
+35,001
+57% +$949K 0.04% 91
2024
Q3 		$1.78M Sell
61,644
-3,917
-6% -$114K 0.03% 119
2024
Q2 		$1.83M Buy
65,561
+8,219
+14% +$226K 0.03% 115
2024
Q1 		$1.59M Buy
57,342
+1,033
+2% +$28.7K 0.03% 144
2023
Q4 		$1.62M Sell
56,309
-4,755
-8% -$144K 0.03% 111
2023
Q3 		$2.03M Sell
61,064
-282
-0.5% -$9.97K 0.04% 85
2023
Q2 		$2.25M Buy
61,346
+6,884
+13% +$268K 0.05% 78
2023
Q1 		$2.22M Sell
54,462
-75
-0.1% -$3.24K 0.06% 70
2022
Q4 		$2.79M Sell
54,537
-1,603
-3% -$76.9K 0.09% 54
2022
Q3 		$2.46M Sell
56,140
-16,845
-23% -$819K 0.12% 52
2022
Q2 		$3.83M Buy
72,985
+6,349
+10% +$324K 0.19% 34
2022
Q1 		$3.45M Buy
66,636
+1,805
+3% +$93.7K 0.17% 37
2021
Q4 		$3.83M Buy
+64,831
New +$3.21M 0.2% 31

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 Financial Management's PFE Position: Q2 2026 in Review

Forum Financial Management increased its Pfizer (PFE) stake by 7.2% in Q2 2026, buying an estimated $67.8K and bringing the position to 38,668 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #139.

Forum Financial Management first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.83M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Forum Financial Management held 38,668 shares of Pfizer worth $931K as of Q2 2026.
  • Forum Financial Management bought 2,590 Pfizer shares in Q2 2026, an estimated $67.8K.
  • Pfizer made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #139 holding.
  • Forum Financial Management first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Pfizer position peaked at $3.83M in Q4 2021.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.