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Summit Financial’s Pfizer PFE Stock Holding History

Summit Financial’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
Q1 		$4.74M Buy
168,703
+27,596
+20% +$735K 0.06% 330
2025
Q4 		$3.51M Buy
141,107
+16,520
+13% +$417K 0.05% 339
2025
Q3 		$3.17M Buy
124,587
+5,088
+4% +$126K 0.05% 361
2025
Q2 		$2.9M Buy
119,499
+25,772
+27% +$601K 0.07% 239
2025
Q1 		$2.38M Buy
93,727
+15,582
+20% +$408K 0.07% 233
2024
Q4 		$2.07M Buy
78,145
+46,601
+148% +$1.26M 0.07% 205
2024
Q3 		$913K Buy
31,544
+2,098
+7% +$61.2K 0.04% 275
2024
Q2 		$824K Buy
29,446
+14,703
+100% +$405K 0.04% 258
2024
Q1 		$409K Sell
14,743
-1,399
-9% -$38.8K 0.02% 285
2023
Q4 		$465K Sell
16,142
-1,057
-6% -$32K 0.03% 250
2023
Q3 		$571K Buy
17,199
+3,721
+28% +$132K 0.04% 224
2023
Q2 		$494K Buy
13,478
+2,999
+29% +$117K 0.04% 222
2023
Q1 		$428K Sell
10,479
-32
-0.3% -$1.38K 0.04% 186
2022
Q4 		$539K Sell
10,511
-1,921
-15% -$92.1K 0.05% 160
2022
Q3 		$544K Sell
12,432
-14,866
-54% -$722K 0.05% 162
2022
Q2 		$1.43M Sell
27,298
-590
-2% -$30.1K 0.13% 72
2022
Q1 		$1.44M Buy
27,888
+12,304
+79% +$638K 0.11% 88
2021
Q4 		$920K Buy
15,584
+2,442
+19% +$121K 0.07% 115
2021
Q3 		$565K Buy
13,142
+4,454
+51% +$197K 0.05% 133
2021
Q2 		$340K Buy
+8,688
New +$338K 0.03% 117

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Summit Financial's PFE Position: Q1 2026 in Review

Summit Financial increased its Pfizer (PFE) stake by 20% in Q1 2026, buying an estimated $735K and bringing the position to 168,703 shares worth $4.74M. The position accounts for 0.06% of the portfolio, ranked #330.

Summit Financial first reported a position in PFE in Q2 2021 and has held it in 20 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Summit Financial held 168,703 shares of Pfizer worth $4.74M as of Q1 2026.
  • Summit Financial bought 27,596 Pfizer shares in Q1 2026, an estimated $735K.
  • Pfizer made up 0.06% of Summit Financial's portfolio in Q1 2026, its #330 holding.
  • Summit Financial first reported a position in Pfizer in Q2 2021 and has held it in 20 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.