Investmark Advisory Group’s Pfizer PFE Stock Holding History

Investmark Advisory 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	–	Sell	-8,728	Closed	-$245K	–	153
2026 Q1	$245K	Sell	8,728 -102,668	-92%	-$2.73M	0.1%	120
2025 Q4	$2.77M	Buy	111,396 +2,567	+2%	+$64.7K	1.18%	28
2025 Q3	$2.77M	Buy	108,829 +9,166	+9%	+$226K	1.2%	26
2025 Q2	$2.42M	Buy	99,663 +4,055	+4%	+$94.6K	1.13%	27
2025 Q1	$2.42M	Buy	95,608 +12,852	+16%	+$336K	1.2%	24
2024 Q4	$2.2M	Sell	82,756 -8,351	-9%	-$227K	1.08%	28
2024 Q3	$2.64M	Buy	91,107 +1,723	+2%	+$50.3K	1.28%	25
2024 Q2	$2.5M	Buy	89,384 +1,587	+2%	+$43.7K	1.33%	25
2024 Q1	$2.44M	Buy	87,797 +37,075	+73%	+$1.03M	1.34%	24
2023 Q4	$1.46M	Sell	50,722 -29,350	-37%	-$887K	0.86%	31
2023 Q3	$2.66M	Buy	80,072 +804	+1%	+$28.4K	1.8%	15
2023 Q2	$2.91M	Buy	79,268 +892	+1%	+$34.7K	1.94%	15
2023 Q1	$3.2M	Buy	78,376 +4,829	+7%	+$209K	2.35%	14
2022 Q4	$3.77M	Buy	73,547 +5,279	+8%	+$253K	2.79%	8
2022 Q3	$2.99M	Buy	68,268 +2,202	+3%	+$107K	2.68%	11
2022 Q2	$3.46M	Buy	66,066 +1,363	+2%	+$69.5K	3.42%	7
2022 Q1	$3.35M	Buy	64,703 +1,567	+2%	+$81.3K	3.45%	8
2021 Q4	$3.73M	Buy	+63,136	New	+$3.13M	3.49%	6

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Investmark Advisory Group's PFE Position: Q2 2026 in Review

Investmark Advisory Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,728 shares — an estimated $245K sold.

Investmark Advisory Group first reported a position in PFE in Q4 2021 and held it in 18 quarters. The position peaked at $3.77M in Q4 2022. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Investmark Advisory Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Investmark Advisory Group sold 8,728 Pfizer shares in Q2 2026, an estimated $245K.
Investmark Advisory Group first reported a position in Pfizer in Q4 2021 and held it in 18 quarters.
Investmark Advisory Group's Pfizer position peaked at $3.77M in Q4 2022.
2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.