Hummer Financial Advisory Services’s Pfizer PFE Stock Holding History

Hummer Financial Advisory Services’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	–	Sell	-7,586	Closed	-$213K	–	134
2026 Q1	$213K	Buy	+7,586	New	+$202K	0.15%	122
2025 Q1	–	Sell	-7,786	Closed	-$207K	–	110
2024 Q4	$207K	Hold	7,786	–	–	0.16%	108
2024 Q3	$225K	Hold	7,786	–	–	0.18%	100
2024 Q2	$218K	Sell	7,786 -100	-1%	-$2.75K	0.19%	97
2024 Q1	$219K	Buy	7,886 +500	+7%	+$13.9K	0.18%	101
2023 Q4	$213K	Sell	7,386 -300	-4%	-$9.07K	0.19%	97
2023 Q3	$255K	Hold	7,686	–	–	0.26%	79
2023 Q2	$282K	Hold	7,686	–	–	0.28%	77
2023 Q1	$314K	Buy	7,686 +60	+0.8%	+$2.59K	0.33%	72
2022 Q4	$391K	Hold	7,626	–	–	0.43%	61
2022 Q3	$334K	Hold	7,626	–	–	0.39%	64
2022 Q2	$400K	Sell	7,626 -150	-2%	-$7.64K	0.45%	57
2022 Q1	$403K	Buy	7,776 +600	+8%	+$31.1K	0.36%	66
2021 Q4	$424K	Sell	7,176 -1,200	-14%	-$59.5K	0.36%	64
2021 Q3	$360K	Hold	8,376	–	–	0.33%	69
2021 Q2	$328K	Hold	8,376	–	–	0.3%	74
2021 Q1	$303K	Sell	8,376 -100	-1%	-$3.55K	0.29%	77
2020 Q4	$312K	Sell	8,476 -1,327	-14%	-$48.7K	0.33%	73
2020 Q3	$341K	Hold	9,803	–	–	0.4%	60
2020 Q2	$304K	Buy	9,803 +105	+1%	+$3.57K	0.39%	59
2020 Q1	$300K	Buy	9,698 +633	+7%	+$21.6K	0.45%	57
2019 Q4	$337K	Buy	+9,065	New	+$323K	0.36%	72

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hummer Financial Advisory Services's PFE Position: Q2 2026 in Review

Hummer Financial Advisory Services sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,586 shares — an estimated $213K sold.

Hummer Financial Advisory Services first reported a position in PFE in Q4 2019 and held it in 22 quarters. The position peaked at $424K in Q4 2021. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Hummer Financial Advisory Services reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Hummer Financial Advisory Services sold 7,586 Pfizer shares in Q2 2026, an estimated $213K.
Hummer Financial Advisory Services first reported a position in Pfizer in Q4 2019 and held it in 22 quarters.
Hummer Financial Advisory Services's Pfizer position peaked at $424K in Q4 2021.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.