Sierra Summit Advisors’s Pfizer PFE Stock Holding History

Sierra Summit Advisors’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	-7,911	Closed	-$222K	–	219
2026 Q1	$222K	Buy	+7,911	New	+$211K	0.03%	172
2025 Q4	–	Sell	-7,911	Closed	-$202K	–	207
2025 Q3	$202K	Sell	7,911 -6,010	-43%	-$148K	0.03%	177
2025 Q2	$337K	Sell	13,921 -6,508	-32%	-$152K	0.06%	163
2025 Q1	$518K	Hold	20,429	–	–	0.11%	149
2024 Q4	$542K	Sell	20,429 -359,609	-95%	-$9.75M	0.11%	112
2024 Q3	$11M	Buy	380,038 +30,348	+9%	+$885K	2.53%	10
2024 Q2	$9.78M	Buy	349,690 +16,472	+5%	+$453K	2.43%	15
2024 Q1	$9.25M	Buy	333,218 +325,949	+4,484%	+$9.04M	2.52%	12
2023 Q4	$209K	Buy	+7,269	New	+$220K	0.06%	185

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

Sierra Summit Advisors's PFE Position: Q2 2026 in Review

Sierra Summit Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,911 shares — an estimated $222K sold.

Sierra Summit Advisors first reported a position in PFE in Q4 2023 and held it in 9 quarters. The position peaked at $11M in Q3 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Sierra Summit Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Sierra Summit Advisors sold 7,911 Pfizer shares in Q2 2026, an estimated $222K.
Sierra Summit Advisors first reported a position in Pfizer in Q4 2023 and held it in 9 quarters.
Sierra Summit Advisors's Pfizer position peaked at $11M in Q3 2024.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.