SF
PFE icon

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
Q2 		$4.63M Buy
192,213
+23,510
+14% +$615K 0.05% 364
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Summit Financial's PFE Position: Q2 2026 in Review

Summit Financial increased its Pfizer (PFE) stake by 14% in Q2 2026, buying an estimated $615K and bringing the position to 192,213 shares worth $4.63M. The position accounts for 0.05% of the portfolio, ranked #364.

Summit Financial first reported a position in PFE in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.74M in Q1 2026. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Summit Financial held 192,213 shares of Pfizer worth $4.63M as of Q2 2026.
  • Summit Financial bought 23,510 Pfizer shares in Q2 2026, an estimated $615K.
  • Pfizer made up 0.05% of Summit Financial's portfolio in Q2 2026, its #364 holding.
  • Summit Financial first reported a position in Pfizer in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Pfizer position peaked at $4.74M in Q1 2026.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.