KMG Fiduciary Partners’s Pfizer PFE Stock Holding History

KMG Fiduciary Partners’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	$4.6M	Buy	190,888 +39,875	+26%	+$1.04M	0.43%	58
2026 Q1	$4.24M	Buy	151,013 +8,824	+6%	+$235K	0.31%	88
2025 Q4	$3.54M	Buy	142,189 +9,941	+8%	+$251K	0.25%	93
2025 Q3	$3.37M	Buy	132,248 +11,653	+10%	+$288K	0.23%	103
2025 Q2	$2.92M	Buy	120,595 +4,434	+4%	+$103K	0.22%	103
2025 Q1	$2.94M	Buy	116,161 +10,352	+10%	+$271K	0.24%	95
2024 Q4	$2.81M	Buy	105,809 +5,917	+6%	+$160K	0.23%	100
2024 Q3	$2.89M	Buy	+99,892	New	+$2.91M	0.25%	95
2024 Q1	–	Sell	-65,653	Closed	-$1.89M	–	241
2023 Q4	$1.89M	Buy	65,653 +1,997	+3%	+$60.4K	0.22%	99
2023 Q3	$2.11M	Sell	63,656 -208	-0.3%	-$7.36K	0.28%	87
2023 Q2	$2.34M	Buy	63,864 +10,505	+20%	+$409K	0.3%	84
2023 Q1	$2.18M	Buy	53,359 +18,292	+52%	+$790K	0.31%	85
2022 Q4	$1.8M	Sell	35,067 -916	-3%	-$43.9K	0.3%	86
2022 Q3	$1.57M	Sell	35,983 -2,893	-7%	-$141K	0.3%	87
2022 Q2	$2.04M	Sell	38,876 -1,151	-3%	-$58.7K	0.38%	68
2022 Q1	$2.07M	Sell	40,027 -4,068	-9%	-$211K	0.33%	77
2021 Q4	$2.6M	Buy	44,095 +78	+0.2%	+$3.87K	0.4%	64
2021 Q3	$1.89M	Buy	44,017 +6,884	+19%	+$305K	0.32%	77
2021 Q2	$1.45M	Buy	37,133 +1,539	+4%	+$59.8K	0.26%	85
2021 Q1	$1.29M	Buy	35,594 +3,723	+12%	+$132K	0.25%	83
2020 Q4	$1.19M	Buy	31,871 +5,514	+21%	+$202K	0.25%	86
2020 Q3	$918K	Buy	26,357 +16,010	+155%	+$561K	0.23%	86
2020 Q2	$321K	Buy	+10,347	New	+$352K	0.09%	111
2019 Q2	–	Sell	-6,335	Closed	-$255K	–	119
2019 Q1	$255K	Buy	+6,335	New	+$254K	0.1%	98

Other funds holding PFE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM