Red Mountain Financial’s Pfizer PFE Stock Holding History

Red Mountain Financial’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	-10,466	Closed	-$294K	–	84
2026 Q1	$294K	Buy	10,466 +9	+0.1%	+$240	0.28%	58
2025 Q4	$260K	Buy	10,457 +8	+0.1%	+$202	0.26%	64
2025 Q3	$266K	Sell	10,449 -374	-3%	-$9.23K	0.27%	60
2025 Q2	$262K	Sell	10,823 -1,622	-13%	-$37.8K	0.29%	55
2025 Q1	$315K	Buy	12,445 +247	+2%	+$6.46K	0.38%	45
2024 Q4	$324K	Sell	12,198 -164	-1%	-$4.45K	0.35%	46
2024 Q3	$358K	Buy	12,362 +7	+0.1%	+$204	0.38%	43
2024 Q2	$346K	Buy	+12,355	New	+$340K	0.42%	41
2023 Q4	$424K	Buy	+14,711	New	+$445K	0.65%	40

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

Red Mountain Financial's PFE Position: Q2 2026 in Review

Red Mountain Financial sold out of Pfizer (PFE) in Q2 2026, closing a stake of 10,466 shares — an estimated $294K sold.

Red Mountain Financial first reported a position in PFE in Q4 2023 and held it in 9 quarters. The position peaked at $424K in Q4 2023. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Red Mountain Financial reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Red Mountain Financial sold 10,466 Pfizer shares in Q2 2026, an estimated $294K.
Red Mountain Financial first reported a position in Pfizer in Q4 2023 and held it in 9 quarters.
Red Mountain Financial's Pfizer position peaked at $424K in Q4 2023.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.