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PFG Investments’s Pfizer PFE Stock Holding History

PFG Investments’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 		$5.81M Sell
241,469
-55,895
-19% -$1.46M 0.23% 85
2026
Q1 		$8.35M Sell
297,364
-13,406
-4% -$357K 0.39% 49
2025
Q4 		$7.74M Buy
310,770
+30,212
+11% +$762K 0.36% 52
2025
Q3 		$7.15M Buy
280,558
+30,084
+12% +$743K 0.37% 53
2025
Q2 		$6.07M Buy
250,474
+14,016
+6% +$327K 0.36% 52
2025
Q1 		$5.99M Buy
236,458
+30,040
+15% +$786K 0.38% 47
2024
Q4 		$5.48M Buy
206,418
+5,157
+3% +$140K 0.34% 57
2024
Q3 		$5.82M Buy
201,261
+9,121
+5% +$266K 0.38% 48
2024
Q2 		$5.38M Buy
192,140
+5,210
+3% +$143K 0.38% 48
2024
Q1 		$5.19M Buy
186,930
+130,779
+233% +$3.63M 0.31% 64
2023
Q4 		$1.62M Sell
56,151
-7,244
-11% -$219K 0.3% 70
2023
Q3 		$2.1M Buy
63,395
+6,365
+11% +$225K 0.39% 46
2023
Q2 		$2.09M Buy
57,030
+1,403
+3% +$54.6K 0.37% 56
2023
Q1 		$2.27M Buy
+55,627
New +$2.4M 0.46% 43

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

PFG Investments's PFE Position: Q2 2026 in Review

PFG Investments reduced its Pfizer (PFE) stake by 19% in Q2 2026, selling an estimated $1.46M and leaving 241,469 shares worth $5.81M. The position accounts for 0.23% of the portfolio, ranked #85.

PFG Investments first reported a position in PFE in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.35M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • PFG Investments held 241,469 shares of Pfizer worth $5.81M as of Q2 2026.
  • PFG Investments sold 55,895 Pfizer shares in Q2 2026, an estimated $1.46M.
  • Pfizer made up 0.23% of PFG Investments's portfolio in Q2 2026, its #85 holding.
  • PFG Investments first reported a position in Pfizer in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Pfizer position peaked at $8.35M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.