QSM Asset Management’s Pfizer PFE Stock Holding History

QSM Asset Management’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	$13.5M	Buy	559,438 +67,800	+14%	+$1.77M	6.98%	2
2026 Q1	$13.7M	Sell	491,638 -15,205	-3%	-$405K	6.73%	2
2025 Q4	$12.6M	Buy	506,843 +46,100	+10%	+$1.16M	7.22%	4
2025 Q3	$11.3M	Buy	460,743 +276,899	+151%	+$6.83M	8.06%	5
2025 Q2	$4.47M	Sell	183,844 -220,958	-55%	-$5.15M	4.11%	13
2025 Q1	$10.1M	Buy	404,802 +138,000	+52%	+$3.61M	7.6%	1
2024 Q4	$7.05M	Buy	+266,802	New	+$7.24M	6.06%	7

Other funds holding PFE

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

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

CWP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

QSM Asset Management increased its Pfizer (PFE) stake by 14% in Q2 2026, buying an estimated $1.77M and bringing the position to 559,438 shares worth $13.5M. The position accounts for 6.98% of the portfolio, ranked #2.

QSM Asset Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q1 2026. 561 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

QSM Asset Management held 559,438 shares of Pfizer worth $13.5M as of Q2 2026.
QSM Asset Management bought 67,800 Pfizer shares in Q2 2026, an estimated $1.77M.
Pfizer made up 6.98% of QSM Asset Management's portfolio in Q2 2026, its #2 holding.
QSM Asset Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
QSM Asset Management's Pfizer position peaked at $13.7M in Q1 2026.
561 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on QSM Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.