Silver Oak Securities’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$394K Sell
16,359
-1,419
-8% -$37.1K 0.02% 538
2026
Q1
$499K Sell
17,778
-2,267
-11% -$60.4K 0.04% 441
2025
Q4
$501K Buy
20,045
+4,948
+33% +$125K 0.03% 459
2025
Q3
$385K Buy
15,097
+1,878
+14% +$46.4K 0.03% 503
2025
Q2
$320K Sell
13,219
-1,666
-11% -$38.9K 0.03% 527
2025
Q1
$375K Sell
14,885
-1,001
-6% -$26.2K 0.03% 441
2024
Q4
$420K Buy
15,886
+1,919
+14% +$52.1K 0.04% 424
2024
Q3
$397K Buy
13,967
+3,486
+33% +$102K 0.04% 368
2024
Q2
$293K Sell
10,481
-496
-5% -$13.7K 0.04% 294
2024
Q1
$305K Sell
10,977
-2,391
-18% -$66.3K 0.05% 294
2023
Q4
$385K Buy
13,368
+4,522
+51% +$137K 0.05% 329
2023
Q3
$293K Sell
8,846
-5,872
-40% -$208K 0.06% 232
2023
Q2
$540K Buy
14,718
+361
+3% +$14.1K 0.09% 212
2023
Q1
$586K Buy
14,357
+355
+3% +$15.3K 0.1% 169
2022
Q4
$717K Buy
14,002
+5,156
+58% +$247K 0.13% 122
2022
Q3
$293K Sell
8,846
-4,813
-35% -$234K 0.06% 232
2022
Q2
$701K Sell
13,659
-375
-3% -$19.1K 0.16% 107
2022
Q1
$771K Buy
+14,034
New +$728K 0.16% 132

Other funds holding PFE

Silver Oak Securities's PFE Position: Q2 2026 in Review

Silver Oak Securities reduced its Pfizer (PFE) stake by 8% in Q2 2026, selling an estimated $37.1K and leaving 16,359 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #538.

Silver Oak Securities first reported a position in PFE in Q1 2022 and has held it in 18 quarters since. The position peaked at $771K in Q1 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Silver Oak Securities held 16,359 shares of Pfizer worth $394K as of Q2 2026.
  • Silver Oak Securities sold 1,419 Pfizer shares in Q2 2026, an estimated $37.1K.
  • Pfizer made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #538 holding.
  • Silver Oak Securities first reported a position in Pfizer in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's Pfizer position peaked at $771K in Q1 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.