Summit Asset Management’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 | $455K | Sell |
18,916
-153
| -0.8% | -$4K | 0.06% | 118 |
|
|
2026
Q1 | $535K | Sell |
19,069
-270
| -1% | -$7.19K | 0.07% | 104 |
|
|
2025
Q4 | $482K | Sell |
19,339
-4,476
| -19% | -$113K | 0.07% | 107 |
|
|
2025
Q3 | $607K | Sell |
23,815
-300
| -1% | -$7.41K | 0.09% | 96 |
|
|
2025
Q2 | $585K | Buy |
24,115
+848
| +4% | +$19.8K | 0.1% | 96 |
|
|
2025
Q1 | $590K | Hold |
23,267
| – | – | 0.1% | 92 |
|
|
2024
Q4 | $617K | Buy |
23,267
+839
| +4% | +$22.8K | 0.11% | 89 |
|
|
2024
Q3 | $649K | Buy |
22,428
+1,063
| +5% | +$31K | 0.12% | 83 |
|
|
2024
Q2 | $598K | Sell |
21,365
-574
| -3% | -$15.8K | 0.12% | 83 |
|
|
2024
Q1 | $609K | Sell |
21,939
-24
| -0.1% | -$666 | 0.13% | 82 |
|
|
2023
Q4 | $632K | Sell |
21,963
-185
| -0.8% | -$5.59K | 0.15% | 70 |
|
|
2023
Q3 | $735K | Buy |
22,148
+151
| +0.7% | +$5.34K | 0.2% | 58 |
|
|
2023
Q2 | $807K | Sell |
21,997
-310
| -1% | -$12.1K | 0.21% | 56 |
|
|
2023
Q1 | $910K | Buy |
22,307
+141
| +0.6% | +$6.09K | 0.25% | 51 |
|
|
2022
Q4 | $1.14M | Sell |
22,166
-5
| -0% | -$240 | 0.33% | 40 |
|
|
2022
Q3 | $970K | Sell |
22,171
-2,697
| -11% | -$131K | 0.31% | 45 |
|
|
2022
Q2 | $1.3M | Sell |
24,868
-345
| -1% | -$17.6K | 0.4% | 34 |
|
|
2022
Q1 | $1.3M | Buy |
25,213
+875
| +4% | +$45.4K | 0.37% | 40 |
|
|
2021
Q4 | $1.44M | Buy |
24,338
+1,595
| +7% | +$79K | 0.41% | 36 |
|
|
2021
Q3 | $978K | Buy |
22,743
+457
| +2% | +$20.2K | 0.31% | 48 |
|
|
2021
Q2 | $873K | Buy |
22,286
+1,093
| +5% | +$42.5K | 0.27% | 53 |
|
|
2021
Q1 | $768K | Sell |
21,193
-79
| -0.4% | -$2.81K | 0.26% | 57 |
|
|
2020
Q4 | $783K | Sell |
21,272
-1,126
| -5% | -$41.3K | 0.29% | 52 |
|
|
2020
Q3 | $780K | Buy |
22,398
+594
| +3% | +$20.8K | 0.32% | 43 |
|
|
2020
Q2 | $676K | Buy |
21,804
+399
| +2% | +$13.6K | 0.31% | 47 |
|
|
2020
Q1 | $663K | Buy |
21,405
+1,081
| +5% | +$36.8K | 0.36% | 42 |
|
|
2019
Q4 | $756K | Sell |
20,324
-661
| -3% | -$23.5K | 0.32% | 46 |
|
|
2019
Q3 | $715K | Buy |
20,985
+52
| +0.2% | +$1.89K | 0.33% | 43 |
|
|
2019
Q2 | $860K | Buy |
20,933
+74
| +0.4% | +$2.94K | 0.41% | 36 |
|
|
2019
Q1 | $840K | Sell |
20,859
-1,196
| -5% | -$47.9K | 0.41% | 36 |
|
|
2018
Q4 | $913K | Buy |
22,055
+220
| +1% | +$9.13K | 0.52% | 30 |
|
|
2018
Q3 | $913K | Buy |
21,835
+1,094
| +5% | +$42.1K | 0.42% | 33 |
|
|
2018
Q2 | $714K | Sell |
20,741
-10
| -0% | -$342 | 0.34% | 44 |
|
|
2018
Q1 | $699K | Sell |
20,751
-101
| -0.5% | -$3.47K | 0.33% | 44 |
|
|
2017
Q4 | $717K | Sell |
20,852
-76
| -0.4% | -$2.59K | 0.34% | 44 |
|
|
2017
Q3 | $709K | Sell |
20,928
-124
| -0.6% | -$3.98K | 0.36% | 43 |
|
|
2017
Q2 | $671K | Buy |
21,052
+47
| +0.2% | +$1.48K | 0.36% | 45 |
|
|
2017
Q1 | $682K | Sell |
21,005
-1,130
| -5% | -$35.6K | 0.39% | 43 |
|
|
2016
Q4 | $682K | Sell |
22,135
-1,116
| -5% | -$34.1K | 0.43% | 40 |
|
|
2016
Q3 | $747K | Buy |
23,251
+1,104
| +5% | +$36.9K | 0.46% | 35 |
|
|
2016
Q2 | $740K | Buy |
22,147
+22
| +0.1% | +$702 | 0.47% | 35 |
|
|
2016
Q1 | $622K | Buy |
22,125
+47
| +0.2% | +$1.34K | 0.41% | 38 |
|
|
2015
Q4 | $676K | Sell |
22,078
-3,686
| -14% | -$116K | 0.46% | 36 |
|
|
2015
Q3 | $768K | Buy |
25,764
+1,967
| +8% | +$63.1K | 0.55% | 33 |
|
|
2015
Q2 | $757K | Sell |
23,797
-271
| -1% | -$8.83K | 0.52% | 38 |
|
|
2015
Q1 | $794K | Buy |
24,068
+205
| +0.9% | +$6.52K | 0.55% | 31 |
|
|
2014
Q4 | $705K | Buy |
23,863
+240
| +1% | +$6.88K | 0.51% | 34 |
|
|
2014
Q3 | $663K | Buy |
23,623
+105
| +0.4% | +$2.95K | 0.51% | 33 |
|
|
2014
Q2 | $662K | Buy |
23,518
+46
| +0.2% | +$1.31K | 0.51% | 32 |
|
|
2014
Q1 | $715K | Buy |
23,472
+43
| +0.2% | +$1.28K | 0.57% | 28 |
|
|
2013
Q4 | $681K | Buy |
23,429
+421
| +2% | +$12.3K | 0.54% | 30 |
|
|
2013
Q3 | $627K | Sell |
23,008
-316
| -1% | -$8.6K | 0.56% | 29 |
|
|
2013
Q2 | $620K | Buy |
+23,324
| New | +$644K | 0.6% | 26 |
|
Other funds holding PFE
Summit Asset Management's PFE Position: Q2 2026 in Review
Summit Asset Management reduced its Pfizer (PFE) stake by 0.8% in Q2 2026, selling an estimated $4K and leaving 18,916 shares worth $455K. The position accounts for 0.06% of the portfolio, ranked #118.
Summit Asset Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.44M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Summit Asset Management held 18,916 shares of Pfizer worth $455K as of Q2 2026.
- Summit Asset Management sold 153 Pfizer shares in Q2 2026, an estimated $4K.
- Pfizer made up 0.06% of Summit Asset Management's portfolio in Q2 2026, its #118 holding.
- Summit Asset Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- Summit Asset Management's Pfizer position peaked at $1.44M in Q4 2021.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.