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Secure Asset Management’s Pfizer PFE Stock Holding History

Secure 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 		$494K Sell
20,505
-2,402
-10% -$62.8K 0.07% 190
2026
Q1 		$643K Sell
22,907
-4,010
-15% -$107K 0.1% 154
2025
Q4 		$670K Sell
26,917
-244
-0.9% -$6.15K 0.1% 160
2025
Q3 		$739K Sell
27,161
-6,682
-20% -$165K 0.12% 149
2025
Q2 		$820K Buy
33,843
+1,342
+4% +$31.3K 0.15% 142
2025
Q1 		$824K Sell
32,501
-55,373
-63% -$1.45M 0.17% 134
2024
Q4 		$2.33M Buy
87,874
+21,294
+32% +$578K 0.35% 66
2024
Q3 		$1.93M Buy
66,580
+8,252
+14% +$241K 0.32% 67
2024
Q2 		$1.63M Buy
58,328
+353
+0.6% +$9.72K 0.31% 76
2024
Q1 		$1.61M Buy
57,975
+9,180
+19% +$255K 0.38% 56
2023
Q4 		$1.4M Buy
48,795
+577
+1% +$17.4K 0.38% 61
2023
Q3 		$1.6M Buy
48,218
+37,214
+338% +$1.32M 0.48% 46
2023
Q2 		$404K Buy
11,004
+307
+3% +$11.9K 0.12% 128
2023
Q1 		$436K Sell
10,697
-5,138
-32% -$222K 0.15% 122
2022
Q4 		$811K Buy
15,835
+537
+4% +$25.7K 0.29% 91
2022
Q3 		$669K Buy
15,298
+1,153
+8% +$56K 0.37% 53
2022
Q2 		$742K Buy
14,145
+2,420
+21% +$123K 0.41% 44
2022
Q1 		$607K Sell
11,725
-368
-3% -$19.1K 0.27% 73
2021
Q4 		$714K Buy
12,093
+4,691
+63% +$232K 0.29% 61
2021
Q3 		$318K Sell
7,402
-1,058
-13% -$46.9K 0.16% 115
2021
Q2 		$331K Buy
8,460
+881
+12% +$34.3K 0.17% 123
2021
Q1 		$275K Sell
7,579
-840
-10% -$29.8K 0.15% 133
2020
Q4 		$310K Sell
8,419
-3,060
-27% -$112K 0.18% 109
2020
Q3 		$400K Sell
11,479
-2,956
-20% -$104K 0.27% 81
2020
Q2 		$448K Buy
14,435
+905
+7% +$30.7K 0.32% 86
2020
Q1 		$419K Buy
13,530
+5,942
+78% +$202K 0.45% 55
2019
Q4 		$282K Buy
+7,588
New +$270K 0.2% 119

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

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

Secure Asset Management reduced its Pfizer (PFE) stake by 10% in Q2 2026, selling an estimated $62.8K and leaving 20,505 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #190.

Secure Asset Management first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.33M in Q4 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Secure Asset Management held 20,505 shares of Pfizer worth $494K as of Q2 2026.
  • Secure Asset Management sold 2,402 Pfizer shares in Q2 2026, an estimated $62.8K.
  • Pfizer made up 0.07% of Secure Asset Management's portfolio in Q2 2026, its #190 holding.
  • Secure Asset Management first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's Pfizer position peaked at $2.33M in Q4 2024.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.