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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 $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 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. 2,827 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.
  • 2,827 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.