Peak Asset Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$715K Buy
29,704
+13,017
+78% +$341K 0.11% 99
2026
Q1
$469K Sell
16,687
-9,624
-37% -$256K 0.08% 99
2025
Q4
$655K Hold
26,311
0.11% 86
2025
Q3
$670K Sell
26,311
-2,457
-9% -$60.6K 0.12% 84
2025
Q2
$697K Buy
28,768
+402
+1% +$9.38K 0.13% 79
2025
Q1
$719K Buy
28,366
+2
+0% +$52 0.14% 79
2024
Q4
$753K Buy
28,364
+2
+0% +$54 0.14% 79
2024
Q3
$821K Buy
28,362
+1
+0% +$29 0.15% 78
2024
Q2
$794K Sell
28,361
-1,958
-6% -$53.9K 0.16% 77
2024
Q1
$841K Buy
30,319
+2
+0% +$55 0.17% 81
2023
Q4
$873K Sell
30,317
-2,644
-8% -$79.9K 0.19% 77
2023
Q3
$1.09M Sell
32,961
-400
-1% -$14.1K 0.26% 72
2023
Q2
$1.22M Buy
33,361
+1
+0% +$39 0.28% 66
2023
Q1
$1.36M Sell
33,360
-999
-3% -$43.1K 0.33% 63
2022
Q4
$1.76M Sell
34,359
-811
-2% -$38.9K 0.46% 47
2022
Q3
$1.54M Buy
35,170
+107
+0.3% +$5.2K 0.44% 49
2022
Q2
$1.84M Sell
35,063
-80
-0.2% -$4.08K 0.5% 44
2022
Q1
$1.82M Sell
35,143
-910
-3% -$47.2K 0.42% 46
2021
Q4
$2.13M Sell
36,053
-238
-0.7% -$11.8K 0.49% 42
2021
Q3
$1.56M Sell
36,291
-800
-2% -$35.4K 0.38% 48
2021
Q2
$1.45M Buy
37,091
+1,528
+4% +$59.4K 0.36% 48
2021
Q1
$1.29M Sell
35,563
-937
-3% -$33.3K 0.31% 59
2020
Q4
$1.34M Sell
36,500
-2,535
-6% -$93K 0.35% 53
2020
Q3
$1.36M Buy
39,035
+640
+2% +$22.4K 0.41% 51
2020
Q2
$1.19M Buy
38,395
+8,687
+29% +$295K 0.38% 47
2020
Q1
$920K Sell
29,708
-3,237
-10% -$110K 0.35% 47
2019
Q4
$1.23M Buy
32,945
+36
+0.1% +$1.28K 0.37% 50
2019
Q3
$1.12M Hold
32,909
0.37% 50
2019
Q2
$1.35M Sell
32,909
-1,054
-3% -$41.9K 0.44% 45
2019
Q1
$1.37M Sell
33,963
-1,263
-4% -$50.6K 0.47% 44
2018
Q4
$1.46M Hold
35,226
0.55% 43
2018
Q3
$1.47M Sell
35,226
-543
-2% -$20.9K 0.5% 43
2018
Q2
$1.23M Sell
35,769
-3,383
-9% -$116K 0.45% 42
2018
Q1
$1.32M Sell
39,152
-1,941
-5% -$66.7K 0.48% 43
2017
Q4
$1.41M Sell
41,093
-1,265
-3% -$43.1K 0.52% 42
2017
Q3
$1.44M Sell
42,358
-3,162
-7% -$102K 0.51% 45
2017
Q2
$1.45M Buy
45,520
+9,453
+26% +$298K 0.54% 44
2017
Q1
$1.17M Sell
36,067
-1,370
-4% -$43.2K 0.44% 50
2016
Q4
$1.15M Buy
37,437
+316
+0.9% +$9.65K 0.46% 50
2016
Q3
$1.19M Sell
37,121
-279
-0.7% -$9.33K 0.5% 50
2016
Q2
$1.25M Buy
37,400
+158
+0.4% +$5.04K 0.55% 47
2016
Q1
$1.05M Hold
37,242
0.5% 44
2015
Q4
$1.14M Buy
37,242
+7,320
+24% +$230K 0.56% 40
2015
Q3
$892K Buy
29,922
+2,066
+7% +$66.2K 0.48% 44
2015
Q2
$886K Buy
27,856
+1,202
+5% +$39.2K 0.46% 46
2015
Q1
$880K Buy
26,654
+203
+0.8% +$6.45K 0.44% 45
2014
Q4
$782K Buy
+26,451
New +$758K 0.41% 48

Other funds holding PFE

Peak Asset Management's PFE Position: Q2 2026 in Review

Peak Asset Management increased its Pfizer (PFE) stake by 78% in Q2 2026, buying an estimated $341K and bringing the position to 29,704 shares worth $715K. The position accounts for 0.11% of the portfolio, ranked #99.

Peak Asset Management first reported a position in PFE in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.13M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Peak Asset Management held 29,704 shares of Pfizer worth $715K as of Q2 2026.
  • Peak Asset Management bought 13,017 Pfizer shares in Q2 2026, an estimated $341K.
  • Pfizer made up 0.11% of Peak Asset Management's portfolio in Q2 2026, its #99 holding.
  • Peak Asset Management first reported a position in Pfizer in Q4 2014 and has held it in 47 quarters since.
  • Peak Asset Management's Pfizer position peaked at $2.13M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.