Sowell Financial Services’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 | $4.47M | Buy |
185,807
+6,857
| +4% | +$179K | 0.15% | 147 |
|
|
2026
Q1 | $5.02M | Sell |
178,950
-8,220
| -4% | -$219K | 0.19% | 114 |
|
|
2025
Q4 | $4.66M | Buy |
187,170
+5,747
| +3% | +$145K | 0.17% | 124 |
|
|
2025
Q3 | $4.62M | Sell |
181,423
-15,911
| -8% | -$393K | 0.18% | 117 |
|
|
2025
Q2 | $4.78M | Buy |
197,334
+19,278
| +11% | +$450K | 0.19% | 110 |
|
|
2025
Q1 | $4.51M | Sell |
178,056
-2,303
| -1% | -$60.3K | 0.21% | 106 |
|
|
2024
Q4 | $4.78M | Buy |
180,359
+4,581
| +3% | +$124K | 0.25% | 97 |
|
|
2024
Q3 | $5.09M | Sell |
175,778
-5,128
| -3% | -$150K | 0.24% | 106 |
|
|
2024
Q2 | $5.06M | Sell |
180,906
-3,149
| -2% | -$86.7K | 0.24% | 99 |
|
|
2024
Q1 | $5.11M | Sell |
184,055
-8,650
| -4% | -$240K | 0.24% | 105 |
|
|
2023
Q4 | $5.55M | Buy |
192,705
+9,257
| +5% | +$280K | 0.3% | 82 |
|
|
2023
Q3 | $6.08M | Buy |
183,448
+9,713
| +6% | +$343K | 0.38% | 64 |
|
|
2023
Q2 | $6.37M | Buy |
173,735
+33,836
| +24% | +$1.32M | 0.36% | 67 |
|
|
2023
Q1 | $5.71M | Sell |
139,899
-61,247
| -30% | -$2.65M | 0.44% | 46 |
|
|
2022
Q4 | $10.3M | Buy |
201,146
+27,350
| +16% | +$1.31M | 0.67% | 26 |
|
|
2022
Q3 | $7.61M | Buy |
173,796
+6,618
| +4% | +$322K | 0.77% | 18 |
|
|
2022
Q2 | $8.77M | Buy |
167,178
+135,619
| +430% | +$6.91M | 0.81% | 26 |
|
|
2022
Q1 | $1.63M | Sell |
31,559
-88,253
| -74% | -$4.58M | 0.28% | 63 |
|
|
2021
Q4 | $7.08M | Sell |
119,812
-50,233
| -30% | -$2.49M | 0.41% | 52 |
|
|
2021
Q3 | $7.31M | Sell |
170,045
-12,825
| -7% | -$568K | 0.49% | 44 |
|
|
2021
Q2 | $7.16M | Sell |
182,870
-153,398
| -46% | -$5.97M | 0.47% | 48 |
|
|
2021
Q1 | $13.2M | Buy |
336,268
+27,175
| +9% | +$965K | 0.46% | 49 |
|
|
2020
Q4 | $11.4M | Sell |
309,093
-806
| -0.3% | -$29.6K | 0.49% | 50 |
|
|
2020
Q3 | $10.8M | Buy |
309,899
+3,929
| +1% | +$138K | 0.54% | 45 |
|
|
2020
Q2 | $9.49M | Buy |
305,970
+4,358
| +1% | +$148K | 0.52% | 43 |
|
|
2020
Q1 | $9.34M | Buy |
301,612
+25,084
| +9% | +$855K | 0.69% | 25 |
|
|
2019
Q4 | $10.3M | Buy |
276,528
+8,759
| +3% | +$312K | 0.78% | 21 |
|
|
2019
Q3 | $9.13M | Buy |
+267,769
| New | +$9.74M | 0.75% | 22 |
|
|
2019
Q1 | $9.48M | Buy |
235,238
+9,079
| +4% | +$364K | 1.06% | 14 |
|
|
2018
Q4 | $9.37M | Buy |
226,159
+5,482
| +2% | +$228K | 1.33% | 12 |
|
|
2018
Q3 | $9.23M | Buy |
+220,677
| New | +$8.5M | 1.34% | 9 |
|
Other funds holding PFE
Sowell Financial Services's PFE Position: Q2 2026 in Review
Sowell Financial Services increased its Pfizer (PFE) stake by 3.8% in Q2 2026, buying an estimated $179K and bringing the position to 185,807 shares worth $4.47M. The position accounts for 0.15% of the portfolio, ranked #147.
Sowell Financial Services first reported a position in PFE in Q3 2018 and has held it in 31 quarters since. The position peaked at $13.2M in Q1 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Sowell Financial Services held 185,807 shares of Pfizer worth $4.47M as of Q2 2026.
- Sowell Financial Services bought 6,857 Pfizer shares in Q2 2026, an estimated $179K.
- Pfizer made up 0.15% of Sowell Financial Services's portfolio in Q2 2026, its #147 holding.
- Sowell Financial Services first reported a position in Pfizer in Q3 2018 and has held it in 31 quarters since.
- Sowell Financial Services's Pfizer position peaked at $13.2M in Q1 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.