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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
2025
Q4 		– Sell
-4,600
Closed -$117K – 1190
2025
Q3 		$117K Buy
+4,600
New +$114K 0.02% 358
2024
Q1 		– Sell
-293,800
Closed -$8.46M – 791
2023
Q4 		$8.46M Buy
+293,800
New +$8.88M 0.76% 23
2022
Q3 		– Sell
-1,000
Closed -$52K – 1108
2022
Q2 		$52K Sell
1,000
-24,000
-96% -$1.22M 0.01% 538
2022
Q1 		$1.29M Buy
25,000
+21,000
+525% +$1.09M 0.14% 117
2021
Q4 		$236K Buy
4,000
+3,620
+953% +$179K 0.01% 562
2021
Q3 		$1.63M Sell
380
-2,965
-89% -$131K 0.13% 182
2021
Q2 		$13.1M Buy
+3,345
New +$130K 1.08% 16
2020
Q4 		– Sell
-182
Closed -$635K – 594
2020
Q3 		$635K Sell
182
-29
-14% -$1.02K 0.07% 202
2020
Q2 		$654K Buy
+211
New +$7.17K 0.08% 193
2020
Q1 		– Sell
-2,133
Closed -$7.93M – 433
2019
Q4 		$7.93M Buy
+2,133
New +$76K 0.6% 38
2018
Q2 		– Sell
-103
Closed -$348K – 247
2018
Q1 		$348K Buy
+103
New +$3.54K 0.09% 106
2017
Q4 		– Sell
-163
Closed -$553K – 237
2017
Q3 		$553K Buy
+163
New +$5.24K 0.09% 99
2017
Q1 		– Sell
-379
Closed -$1.17M – 372
2016
Q4 		$1.17M Hold
379
– – 0.25% 83
2016
Q3 		$1.22M Buy
+379
New +$12.7K 0.41% 42

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 Securities Group's PFE Position: Q1 2026 in Review

Summit Securities Group reduced its Pfizer (PFE) stake by 14% in Q1 2026, selling an estimated $184K and leaving 41,334 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #81.

Summit Securities Group first reported a position in PFE in Q2 2013 and has held it in 42 quarters since. The position peaked at $15.6M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Summit Securities Group held 41,334 shares of Pfizer worth $1.16M as of Q1 2026.
  • Summit Securities Group sold 6,910 Pfizer shares in Q1 2026, an estimated $184K.
  • Pfizer made up 0.14% of Summit Securities Group's portfolio in Q1 2026, its #81 holding.
  • Summit Securities Group first reported a position in Pfizer in Q2 2013 and has held it in 42 quarters since.
  • Summit Securities Group's Pfizer position peaked at $15.6M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.