M Holdings Securities’s Pfizer PFE Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-60,037	Closed	-$2.45M	–	384
2023 Q1	$2.45M	Buy	+60,037	New	+$2.59M	0.25%	78

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

M Holdings Securities's PFE Position: Q2 2026 in Review

M Holdings Securities sold out of Pfizer (PFE) in Q2 2026, closing a stake of 101,348 shares — an estimated $2.65M sold.

M Holdings Securities first reported a position in PFE in Q4 2013 and held it in 44 quarters. The position peaked at $3.44M in Q1 2022. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

M Holdings Securities reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 101,348 Pfizer shares in Q2 2026, an estimated $2.65M.
M Holdings Securities first reported a position in Pfizer in Q4 2013 and held it in 44 quarters.
M Holdings Securities's Pfizer position peaked at $3.44M in Q1 2022.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.