Miller Financial Services’s Pfizer PFE Stock Holding History

Miller Financial 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 Q2	$431K	Sell	17,891 -50	-0.3%	-$1.31K	0.35%	84
2026 Q1	$504K	Sell	17,941 -340	-2%	-$9.05K	0.55%	61
2025 Q4	$455K	Buy	18,281 +300	+2%	+$7.57K	0.53%	55
2025 Q3	$458K	Sell	17,981 -212	-1%	-$5.23K	0.53%	59
2025 Q2	$441K	Buy	18,193 +830	+5%	+$19.4K	0.56%	58
2025 Q1	$440K	Buy	17,363 +1,133	+7%	+$29.6K	0.63%	53
2024 Q4	$431K	Buy	+16,230	New	+$440K	0.36%	85

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Miller Financial Services's PFE Position: Q2 2026 in Review

Miller Financial Services reduced its Pfizer (PFE) stake by 0.28% in Q2 2026, selling an estimated $1.31K and leaving 17,891 shares worth $431K. The position accounts for 0.35% of the portfolio, ranked #84.

Miller Financial Services first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Miller Financial Services held 17,891 shares of Pfizer worth $431K as of Q2 2026.
Miller Financial Services sold 50 Pfizer shares in Q2 2026, an estimated $1.31K.
Pfizer made up 0.35% of Miller Financial Services's portfolio in Q2 2026, its #84 holding.
Miller Financial Services first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Miller Financial Services's Pfizer position peaked at $504K in Q1 2026.
1,199 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.