MTM Financial Group’s Pfizer PFE Stock Holding History

MTM Financial 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	-7,701	Closed	-$216K	–	97
2026 Q1	$216K	Buy	+7,701	New	+$205K	0.1%	85
2025 Q4	–	Sell	-8,225	Closed	-$210K	–	90
2025 Q3	$210K	Sell	8,225 -597	-7%	-$14.7K	0.1%	82
2025 Q2	$214K	Hold	8,822	–	–	0.12%	75
2025 Q1	$224K	Hold	8,822	–	–	0.13%	70
2024 Q4	$234K	Hold	8,822	–	–	0.14%	70
2024 Q3	$255K	Sell	8,822 -103	-1%	-$3K	0.16%	67
2024 Q2	$250K	Hold	8,925	–	–	0.16%	60
2024 Q1	$248K	Sell	8,925 -293	-3%	-$8.13K	0.16%	58
2023 Q4	$265K	Sell	9,218 -975	-10%	-$29.5K	0.19%	47
2023 Q3	$338K	Buy	10,193 +200	+2%	+$7.07K	0.28%	38
2023 Q2	$367K	Hold	9,993	–	–	0.31%	38
2023 Q1	$408K	Hold	9,993	–	–	0.36%	32
2022 Q4	$512K	Hold	9,993	–	–	0.45%	30
2022 Q3	$437K	Hold	9,993	–	–	0.4%	32
2022 Q2	$524K	Hold	9,993	–	–	0.46%	31
2022 Q1	$517K	Buy	+9,993	New	+$518K	0.54%	30

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

MTM Financial Group's PFE Position: Q2 2026 in Review

MTM Financial Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,701 shares — an estimated $216K sold.

MTM Financial Group first reported a position in PFE in Q1 2022 and held it in 16 quarters. The position peaked at $524K in Q2 2022. 2,813 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

MTM Financial Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
MTM Financial Group sold 7,701 Pfizer shares in Q2 2026, an estimated $216K.
MTM Financial Group first reported a position in Pfizer in Q1 2022 and held it in 16 quarters.
MTM Financial Group's Pfizer position peaked at $524K in Q2 2022.
2,813 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.