Summit Securities Group’s Pfizer PFE Stock Holding History

Summit Securities Group’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	$604K	Sell	25,086 -16,248	-39%	-$425K	0.06%	158
2026 Q1	$1.16M	Sell	41,334 -6,910	-14%	-$184K	0.14%	81
2025 Q4	$1.2M	Buy	48,244 +5,740	+14%	+$145K	0.16%	108
2025 Q3	$1.08M	Buy	42,504 +178	+0.4%	+$4.39K	0.22%	99
2025 Q2	$1.03M	Buy	42,326 +17,326	+69%	+$404K	0.2%	94
2025 Q1	$634K	Buy	25,000 +1,200	+5%	+$31.4K	0.1%	95
2024 Q4	$631K	Buy	23,800 +6,600	+38%	+$179K	0.13%	114
2024 Q3	$498K	Buy	17,200 +5,500	+47%	+$160K	0.13%	100
2024 Q2	$327K	Buy	+11,700	New	+$322K	0.06%	128
2023 Q3	–	Sell	-15,177	Closed	-$557K	–	917
2023 Q2	$557K	Sell	15,177 -3,633	-19%	-$141K	0.07%	133
2023 Q1	$767K	Sell	18,810 -85,023	-82%	-$3.67M	0.06%	110
2022 Q4	$5.32M	Sell	103,833 -23,531	-18%	-$1.13M	0.2%	79
2022 Q3	$5.57M	Buy	127,364 +232	+0.2%	+$11.3K	0.42%	46
2022 Q2	$6.67M	Buy	127,132 +11,032	+10%	+$562K	0.83%	25
2022 Q1	$6.01M	Sell	116,100 -148,589	-56%	-$7.71M	0.67%	23
2021 Q4	$15.6M	Buy	264,689 +23,689	+10%	+$1.17M	0.73%	25
2021 Q3	$10.4M	Buy	+241,000	New	+$10.7M	0.81%	24
2021 Q2	–	Sell	-31,800	Closed	-$1.24M	–	818
2021 Q1	$1.15M	Sell	31,800 -15,800	-33%	-$561K	0.13%	174
2020 Q4	$1.75M	Buy	47,600 +29,051	+157%	+$1.07M	0.15%	166
2020 Q3	$646K	Sell	18,549 -67,247	-78%	-$2.36M	0.07%	199
2020 Q2	$2.66M	Buy	85,796 +75,888	+766%	+$2.58M	0.33%	69
2020 Q1	$307K	Buy	+9,908	New	+$338K	0.05%	205
2019 Q4	–	Sell	-6,324	Closed	-$225K	–	500
2019 Q3	$216K	Buy	6,324 +316	+5%	+$11.5K	0.02%	298
2019 Q2	$247K	Buy	+6,008	New	+$239K	0.03%	283
2019 Q1	–	Sell	-31,515	Closed	-$1.3M	–	317
2018 Q4	$1.3M	Buy	31,515 +16,548	+111%	+$687K	0.11%	115
2018 Q3	$626K	Sell	14,967 -16,653	-53%	-$641K	0.23%	69
2018 Q2	$1.09M	Buy	31,620 +5,692	+22%	+$195K	0.16%	79
2018 Q1	$873K	Buy	25,928 +7,272	+39%	+$250K	0.21%	61
2017 Q4	$641K	Sell	18,656 -3,900	-17%	-$133K	0.08%	83
2017 Q3	$764K	Sell	22,556 -1,264	-5%	-$40.6K	0.13%	79
2017 Q2	$759K	Buy	+23,820	New	+$751K	0.14%	92
2017 Q1	–	Sell	-7,062	Closed	-$218K	–	373
2016 Q4	$218K	Buy	+7,062	New	+$216K	0.05%	246
2016 Q1	–	Sell	-34,466	Closed	-$1.06M	–	288
2015 Q4	$1.06M	Buy	34,466 +4,743	+16%	+$149K	0.34%	47
2015 Q3	$886K	Buy	29,723 +8,116	+38%	+$260K	0.64%	30
2015 Q2	$687K	Buy	21,607 +15,590	+259%	+$508K	0.34%	30
2015 Q1	$199K	Buy	6,017 +5,995	+27,250%	+$191K	0.15%	86
2014 Q4	$1K	Sell	22 -156,392	-100%	-$4.48M	﹤0.01%	564
2014 Q3	$4.39M	Buy	156,414 +132,594	+557%	+$3.72M	1.27%	20
2014 Q2	$671K	Sell	23,820 -7,273	-23%	-$207K	0.23%	72
2014 Q1	$948K	Sell	31,093 -90,960	-75%	-$2.71M	0.57%	26
2013 Q4	$3.55M	Buy	122,053 +55,967	+85%	+$1.63M	0.62%	31
2013 Q3	$1.8M	Sell	66,086 -4,848	-7%	-$132K	0.61%	29
2013 Q2	$1.89M	Buy	+70,934	New	+$1.96M	0.9%	24

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Summit Securities Group's PFE Position: Q2 2026 in Review

Summit Securities Group reduced its Pfizer (PFE) stake by 39% in Q2 2026, selling an estimated $425K and leaving 25,086 shares worth $604K. The position accounts for 0.06% of the portfolio, ranked #158.

Summit Securities Group first reported a position in PFE in Q2 2013 and has held it in 43 quarters since. The position peaked at $15.6M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Summit Securities Group held 25,086 shares of Pfizer worth $604K as of Q2 2026.
Summit Securities Group sold 16,248 Pfizer shares in Q2 2026, an estimated $425K.
Pfizer made up 0.06% of Summit Securities Group's portfolio in Q2 2026, its #158 holding.
Summit Securities Group first reported a position in Pfizer in Q2 2013 and has held it in 43 quarters since.
Summit Securities Group's Pfizer position peaked at $15.6M in Q4 2021.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.