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HHM Wealth Advisors’s Pfizer PFE Stock Holding History

HHM Wealth Advisors’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 		$147K Buy
6,101
+90
+1% +$2.35K 0.01% 243
2026
Q1 		$169K Buy
6,011
+436
+8% +$11.6K 0.02% 213
2025
Q4 		$139K Sell
5,575
-3,523
-39% -$88.8K 0.02% 230
2025
Q3 		$232K Buy
9,098
+112
+1% +$2.76K 0.03% 185
2025
Q2 		$218K Buy
8,986
+332
+4% +$7.74K 0.03% 191
2025
Q1 		$219K Sell
8,654
-693
-7% -$18.1K 0.03% 175
2024
Q4 		$248K Buy
9,347
+3,184
+52% +$86.4K 0.03% 164
2024
Q3 		$178K Sell
6,163
-148
-2% -$4.32K 0.03% 187
2024
Q2 		$177K Buy
6,311
+538
+9% +$14.8K 0.03% 189
2024
Q1 		$160K Sell
5,773
-935
-14% -$25.9K 0.03% 168
2023
Q4 		$193K Buy
6,708
+47
+0.7% +$1.42K 0.03% 144
2023
Q3 		$221K Buy
6,661
+461
+7% +$16.3K 0.04% 120
2023
Q2 		$227K Hold
6,200
– – 0.04% 129
2023
Q1 		$253K Buy
6,200
+73
+1% +$3.15K 0.05% 113
2022
Q4 		$314K Sell
6,127
-128
-2% -$6.14K 0.07% 91
2022
Q3 		$274K Sell
6,255
-430
-6% -$20.9K 0.07% 86
2022
Q2 		$350K Buy
6,685
+203
+3% +$10.3K 0.09% 80
2022
Q1 		$336K Buy
6,482
+2,400
+59% +$125K 0.08% 100
2021
Q4 		$241K Sell
4,082
-4
-0.1% -$198 0.06% 123
2021
Q3 		$176K Sell
4,086
-7
-0.2% -$310 0.05% 139
2021
Q2 		$160K Hold
4,093
– – 0.04% 158
2021
Q1 		$148K Hold
4,093
– – 0.05% 148
2020
Q4 		$151K Buy
4,093
+306
+8% +$11.2K 0.05% 125
2020
Q3 		$132K Buy
3,787
+260
+7% +$9.12K 0.05% 122
2020
Q2 		$109K Sell
3,527
-458
-11% -$15.6K 0.05% 130
2020
Q1 		$123K Buy
+3,985
New +$136K 0.06% 104

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

HHM Wealth Advisors's PFE Position: Q2 2026 in Review

HHM Wealth Advisors increased its Pfizer (PFE) stake by 1.5% in Q2 2026, buying an estimated $2.35K and bringing the position to 6,101 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #243.

HHM Wealth Advisors first reported a position in PFE in Q1 2020 and has held it in 26 quarters since. The position peaked at $350K in Q2 2022. 978 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • HHM Wealth Advisors held 6,101 shares of Pfizer worth $147K as of Q2 2026.
  • HHM Wealth Advisors bought 90 Pfizer shares in Q2 2026, an estimated $2.35K.
  • Pfizer made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #243 holding.
  • HHM Wealth Advisors first reported a position in Pfizer in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Pfizer position peaked at $350K in Q2 2022.
  • 978 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.