Samara Investment Management’s Pfizer PFE Stock Holding History

Samara Investment 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	$580K	Buy	24,092 +8,668	+56%	+$227K	0.53%	41
2026 Q1	$433K	Buy	+15,424	New	+$411K	0.45%	49

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

Samara Investment Management's PFE Position: Q2 2026 in Review

Samara Investment Management increased its Pfizer (PFE) stake by 56% in Q2 2026, buying an estimated $227K and bringing the position to 24,092 shares worth $580K. The position accounts for 0.53% of the portfolio, ranked #41.

Samara Investment Management first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Samara Investment Management held 24,092 shares of Pfizer worth $580K as of Q2 2026.
Samara Investment Management bought 8,668 Pfizer shares in Q2 2026, an estimated $227K.
Pfizer made up 0.53% of Samara Investment Management's portfolio in Q2 2026, its #41 holding.
Samara Investment Management first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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