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 Q3	$216K	Buy	+7,586	New	+$202K	0.14%	122
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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Hummer Financial Advisory Services's PFE Position: Q3 2026 in Review

Hummer Financial Advisory Services opened a new position in Pfizer (PFE) in Q3 2026: 7,586 shares worth $216K. The stake represents 0.14% of the portfolio and ranks #122 among its holdings. This is a return to the name: Hummer Financial Advisory Services previously reported a position in PFE as recently as Q1 2026.

Hummer Financial Advisory Services first reported a position in PFE in Q4 2019 and has held it in 23 quarters since. The position peaked at $424K in Q4 2021. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Hummer Financial Advisory Services held 7,586 shares of Pfizer worth $216K as of Q3 2026.
Pfizer was a new Hummer Financial Advisory Services position in Q3 2026.
Pfizer made up 0.14% of Hummer Financial Advisory Services's portfolio in Q3 2026, its #122 holding.
Hummer Financial Advisory Services first reported a position in Pfizer in Q4 2019 and has held it in 23 quarters since.
Hummer Financial Advisory Services's Pfizer position peaked at $424K in Q4 2021.
156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q3 2026, filed 9 Oct 2026.