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Journey Advisory Group’s Pfizer PFE Stock Holding History

Journey 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 		$833K Buy
34,607
+2,809
+9% +$73.5K 0.06% 170
2026
Q1 		$876K Sell
31,798
-7,677
-19% -$204K 0.07% 150
2025
Q4 		$982K Sell
39,475
-188
-0.5% -$4.74K 0.08% 154
2025
Q3 		$1.01M Sell
39,663
-1,302
-3% -$32.1K 0.07% 152
2025
Q2 		$993K Sell
40,965
-1,434
-3% -$33.4K 0.08% 162
2025
Q1 		$1.07M Sell
42,399
-13,636
-24% -$357K 0.09% 148
2024
Q4 		$1.57M Hold
56,035
– – 0.19% 87
2024
Q3 		$1.57M Hold
56,035
– – 0.19% 87
2024
Q2 		$1.57M Sell
56,035
-3,164
-5% -$87.1K 0.19% 86
2024
Q1 		$1.64M Sell
59,199
-14,626
-20% -$406K 0.2% 94
2023
Q4 		$2.13M Sell
73,825
-27,618
-27% -$835K 0.29% 82
2023
Q3 		$3.36M Sell
101,443
-6,761
-6% -$239K 0.5% 62
2023
Q2 		$3.97M Sell
108,204
-10,136
-9% -$395K 0.59% 53
2023
Q1 		$4.83M Sell
118,340
-11,657
-9% -$503K 0.76% 37
2022
Q4 		$6.66M Buy
129,997
+31,339
+32% +$1.5M 1.66% 10
2022
Q3 		$4.32M Buy
98,658
+6,956
+8% +$338K 1.1% 19
2022
Q2 		$4.64M Buy
91,702
+22,011
+32% +$1.12M 1.07% 20
2022
Q1 		$3.61M Buy
69,691
+5,397
+8% +$280K 0.91% 26
2021
Q4 		$3.8M Buy
64,294
+7,282
+13% +$361K 1.05% 24
2021
Q3 		$2.45M Buy
57,012
+1,570
+3% +$69.6K 0.79% 29
2021
Q2 		$2.17M Buy
55,442
+771
+1% +$30K 0.69% 39
2021
Q1 		$1.98M Buy
54,671
+3
+0% +$107 0.69% 39
2020
Q4 		$2.01M Buy
+54,668
New +$2.01M 0.75% 38

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Journey Advisory Group increased its Pfizer (PFE) stake by 8.8% in Q2 2026, buying an estimated $73.5K and bringing the position to 34,607 shares worth $833K. The position accounts for 0.06% of the portfolio, ranked #170.

Journey Advisory Group first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.66M in Q4 2022. 1,694 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Journey Advisory Group held 34,607 shares of Pfizer worth $833K as of Q2 2026.
  • Journey Advisory Group bought 2,809 Pfizer shares in Q2 2026, an estimated $73.5K.
  • Pfizer made up 0.06% of Journey Advisory Group's portfolio in Q2 2026, its #170 holding.
  • Journey Advisory Group first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Pfizer position peaked at $6.66M in Q4 2022.
  • 1,694 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.