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Summit Financial Wealth Advisors’s Pfizer PFE Stock Holding History

Summit Financial Wealth 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 		$2.09M Sell
86,749
-412
-0.5% -$10.8K 0.27% 54
2026
Q1 		$2.45M Sell
87,161
-2,301
-3% -$61.3K 0.35% 47
2025
Q4 		$2.23M Sell
89,462
-281
-0.3% -$7.09K 0.32% 52
2025
Q3 		$2.44M Sell
89,743
-14,557
-14% -$359K 0.38% 47
2025
Q2 		$2.53M Sell
104,300
-2,258
-2% -$52.7K 0.45% 40
2025
Q1 		$2.7M Sell
106,558
-454
-0.4% -$11.9K 0.54% 37
2024
Q4 		$2.8M Buy
107,012
+28,815
+37% +$782K 0.55% 37
2024
Q3 		$2.26M Buy
78,197
+9,020
+13% +$263K 0.42% 40
2024
Q2 		$1.94M Buy
69,177
+37,875
+121% +$1.04M 0.39% 39
2024
Q1 		$869K Buy
31,302
+19,142
+157% +$531K 0.18% 58
2023
Q4 		$350K Buy
12,160
+2,393
+25% +$72.3K 0.08% 93
2023
Q3 		$305K Sell
9,767
-2,653
-21% -$93.8K 0.08% 94
2023
Q2 		$456K Buy
12,420
+4,415
+55% +$172K 0.11% 76
2023
Q1 		$327K Buy
8,005
+603
+8% +$26K 0.08% 103
2022
Q4 		$379K Hold
7,402
– – 0.09% 94
2022
Q3 		$339K Sell
7,402
-128,450
-95% -$6.24M 0.1% 89
2022
Q2 		$7.03M Buy
135,852
+1,378
+1% +$70.2K 1.68% 22
2022
Q1 		$6.96M Sell
134,474
-31,267
-19% -$1.62M 1.41% 28
2021
Q4 		$9.04M Buy
165,741
+7,553
+5% +$374K 1.75% 16
2021
Q3 		$6.8M Buy
158,188
+2,002
+1% +$88.7K 1.54% 21
2021
Q2 		$6.12M Buy
156,186
+4,848
+3% +$189K 1.38% 25
2021
Q1 		$5.57M Buy
151,338
+2,924
+2% +$104K 1.42% 24
2020
Q4 		$5.45M Sell
148,414
-12,340
-8% -$453K 1.49% 22
2020
Q3 		$5.53M Sell
160,754
-292
-0.2% -$10.2K 1.47% 22
2020
Q2 		$5.16M Buy
161,046
+2,644
+2% +$89.8K 1.38% 23
2020
Q1 		$5.2M Sell
158,402
-10,246
-6% -$349K 1.64% 17
2019
Q4 		$6.43M Buy
168,648
+2,771
+2% +$98.7K 1.56% 17
2019
Q3 		$5.68M Buy
165,877
+7,251
+5% +$264K 1.39% 19
2019
Q2 		$6.52M Buy
158,626
+11,405
+8% +$453K 1.6% 12
2019
Q1 		$5.98M Buy
147,221
+6,735
+5% +$270K 1.58% 14
2018
Q4 		$5.82M Sell
140,486
-18,667
-12% -$775K 1.89% 11
2018
Q3 		$6.51M Buy
159,153
+57,451
+56% +$2.21M 1.95% 8
2018
Q2 		$3.42M Sell
101,702
-2,044
-2% -$69.8K 1.14% 27
2018
Q1 		$3.49M Buy
103,746
+13,261
+15% +$456K 1.15% 27
2017
Q4 		$3.11M Buy
90,485
+9,767
+12% +$333K 1.07% 28
2017
Q3 		$2.73M Buy
80,718
+12,060
+18% +$388K 0.99% 31
2017
Q2 		$2.19M Buy
68,658
+15,017
+28% +$474K 0.87% 36
2017
Q1 		$1.74M Sell
53,641
-1,631
-3% -$51.4K 0.76% 40
2016
Q4 		$1.7M Sell
55,272
-10,767
-16% -$329K 0.75% 41
2016
Q3 		$2.12M Buy
66,039
+15,958
+32% +$534K 0.92% 36
2016
Q2 		$1.67M Buy
50,081
+24,560
+96% +$784K 0.7% 40
2016
Q1 		$718K Buy
25,521
+3,671
+17% +$105K 0.31% 65
2015
Q4 		$669K Buy
21,850
+6,528
+43% +$205K 0.31% 64
2015
Q3 		$456K Sell
15,322
-632
-4% -$20.3K 0.29% 57
2015
Q2 		$507K Buy
15,954
+843
+6% +$27.5K 0.31% 56
2015
Q1 		$481K Buy
15,111
+260
+2% +$8.27K 0.33% 45
2014
Q4 		$439K Buy
+14,851
New +$426K 0.3% 45

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Summit Financial Wealth Advisors's PFE Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Pfizer (PFE) stake by 0.47% in Q2 2026, selling an estimated $10.8K and leaving 86,749 shares worth $2.09M. The position accounts for 0.27% of the portfolio, ranked #54.

Summit Financial Wealth Advisors first reported a position in PFE in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.04M in Q4 2021. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Summit Financial Wealth Advisors held 86,749 shares of Pfizer worth $2.09M as of Q2 2026.
  • Summit Financial Wealth Advisors sold 412 Pfizer shares in Q2 2026, an estimated $10.8K.
  • Pfizer made up 0.27% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Summit Financial Wealth Advisors first reported a position in Pfizer in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's Pfizer position peaked at $9.04M in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.