Sound Income Strategies’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 | $19.4M | Buy |
805,732
+8,780
| +1% | +$230K | 0.87% | 34 |
|
|
2026
Q1 | $22.8M | Sell |
796,952
-12,691
| -2% | -$338K | 1.1% | 19 |
|
|
2025
Q4 | $20.8M | Sell |
809,643
-8,421
| -1% | -$212K | 0.98% | 27 |
|
|
2025
Q3 | $20.6M | Sell |
818,064
-20,005
| -2% | -$494K | 1.13% | 21 |
|
|
2025
Q2 | $20.3M | Buy |
838,069
+47,116
| +6% | +$1.1M | 1.16% | 21 |
|
|
2025
Q1 | $20M | Buy |
790,953
+26,131
| +3% | +$684K | 1.18% | 22 |
|
|
2024
Q4 | $20.3M | Buy |
764,822
+69,416
| +10% | +$1.88M | 1.26% | 21 |
|
|
2024
Q3 | $20.1M | Buy |
695,406
+32,866
| +5% | +$959K | 1.3% | 22 |
|
|
2024
Q2 | $18.5M | Buy |
662,540
+47,423
| +8% | +$1.31M | 1.16% | 21 |
|
|
2024
Q1 | $17.1M | Buy |
615,117
+188,588
| +44% | +$5.23M | 1.27% | 23 |
|
|
2023
Q4 | $12.3M | Buy |
426,529
+32,178
| +8% | +$973K | 1.02% | 34 |
|
|
2023
Q3 | $13.1M | Buy |
394,351
+73,269
| +23% | +$2.59M | 1.1% | 26 |
|
|
2023
Q2 | $11.8M | Buy |
321,082
+57,873
| +22% | +$2.25M | 1.21% | 26 |
|
|
2023
Q1 | $10.7M | Buy |
263,209
+24,771
| +10% | +$1.07M | 1.17% | 22 |
|
|
2022
Q4 | $12.2M | Buy |
238,438
+21,001
| +10% | +$1.01M | 1.56% | 17 |
|
|
2022
Q3 | $9.52M | Sell |
217,437
-18,147
| -8% | -$882K | 1.38% | 22 |
|
|
2022
Q2 | $12.4M | Buy |
235,584
+18,169
| +8% | +$926K | 1.65% | 16 |
|
|
2022
Q1 | $11.3M | Buy |
217,415
+25,280
| +13% | +$1.31M | 1.3% | 22 |
|
|
2021
Q4 | $11.3M | Sell |
192,135
-16,667
| -8% | -$826K | 1.34% | 18 |
|
|
2021
Q3 | $8.98M | Buy |
208,802
+25,638
| +14% | +$1.14M | 1.16% | 20 |
|
|
2021
Q2 | $7.17M | Buy |
183,164
+20,867
| +13% | +$811K | 1.04% | 21 |
|
|
2021
Q1 | $5.88M | Buy |
162,297
+42,521
| +36% | +$1.51M | 1% | 19 |
|
|
2020
Q4 | $4.41M | Buy |
119,776
+25,943
| +28% | +$952K | 0.97% | 15 |
|
|
2020
Q3 | $3.27M | Buy |
93,833
+11,023
| +13% | +$386K | 0.89% | 14 |
|
|
2020
Q2 | $2.57M | Buy |
82,810
+9,864
| +14% | +$335K | 0.77% | 17 |
|
|
2020
Q1 | $2.26M | Buy |
72,946
+13,870
| +23% | +$473K | 0.78% | 16 |
|
|
2019
Q4 | $2.2M | Buy |
59,076
+6,548
| +12% | +$233K | 0.59% | 21 |
|
|
2019
Q3 | $1.79M | Buy |
52,528
+6,555
| +14% | +$238K | 0.54% | 22 |
|
|
2019
Q2 | $1.89M | Buy |
45,973
+7,975
| +21% | +$317K | 0.65% | 18 |
|
|
2019
Q1 | $1.53M | Buy |
37,998
+1,387
| +4% | +$55.5K | 0.7% | 17 |
|
|
2018
Q4 | $1.52M | Sell |
36,611
-2,836
| -7% | -$118K | 0.79% | 15 |
|
|
2018
Q3 | $1.65M | Buy |
39,447
+9,218
| +30% | +$355K | 0.8% | 15 |
|
|
2018
Q2 | $1.04M | Buy |
30,229
+4,672
| +18% | +$160K | 0.61% | 17 |
|
|
2018
Q1 | $861K | Buy |
25,557
+3,038
| +13% | +$104K | 0.57% | 17 |
|
|
2017
Q4 | $747K | Buy |
+22,519
| New | +$768K | 0.49% | 28 |
|
Other funds holding PFE
AIM
CWP
DADC
WG
Sound Income Strategies's PFE Position: Q2 2026 in Review
Sound Income Strategies increased its Pfizer (PFE) stake by 1.1% in Q2 2026, buying an estimated $230K and bringing the position to 805,732 shares worth $19.4M. The position accounts for 0.87% of the portfolio, ranked #34.
Sound Income Strategies first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $22.8M in Q1 2026. 991 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Sound Income Strategies held 805,732 shares of Pfizer worth $19.4M as of Q2 2026.
- Sound Income Strategies bought 8,780 Pfizer shares in Q2 2026, an estimated $230K.
- Pfizer made up 0.87% of Sound Income Strategies's portfolio in Q2 2026, its #34 holding.
- Sound Income Strategies first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's Pfizer position peaked at $22.8M in Q1 2026.
- 991 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.