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Optimist Retirement Group’s Pfizer PFE Stock Holding History

Optimist Retirement 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 		$2.25M Buy
93,529
+311
+0.3% +$8.13K 0.87% 35
2026
Q1 		$2.62M Buy
93,218
+56,204
+152% +$1.5M 1.15% 21
2025
Q4 		$922K Sell
37,014
-50,690
-58% -$1.28M 0.42% 40
2025
Q3 		$2.23M Buy
87,704
+2,832
+3% +$69.9K 1.01% 33
2025
Q2 		$2.06M Buy
84,872
+935
+1% +$21.8K 0.99% 35
2025
Q1 		$2.13M Buy
83,937
+55,823
+199% +$1.46M 1.06% 33
2024
Q4 		$746K Sell
28,114
-46,223
-62% -$1.25M 0.35% 45
2024
Q3 		$2.15M Buy
74,337
+492
+0.7% +$14.4K 0.97% 35
2024
Q2 		$2.07M Buy
73,845
+8,195
+12% +$226K 1.09% 26
2024
Q1 		$1.82M Buy
65,650
+55,630
+555% +$1.54M 0.94% 30
2023
Q4 		$288K Buy
+10,020
New +$303K 0.19% 57

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Optimist Retirement Group's PFE Position: Q2 2026 in Review

Optimist Retirement Group increased its Pfizer (PFE) stake by 0.33% in Q2 2026, buying an estimated $8.13K and bringing the position to 93,529 shares worth $2.25M. The position accounts for 0.87% of the portfolio, ranked #35.

Optimist Retirement Group first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q1 2026. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Optimist Retirement Group held 93,529 shares of Pfizer worth $2.25M as of Q2 2026.
  • Optimist Retirement Group bought 311 Pfizer shares in Q2 2026, an estimated $8.13K.
  • Pfizer made up 0.87% of Optimist Retirement Group's portfolio in Q2 2026, its #35 holding.
  • Optimist Retirement Group first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Optimist Retirement Group's Pfizer position peaked at $2.62M in Q1 2026.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.