Summit Securities Group
PFE icon

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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Summit Securities Group's PFE Position: Q3 2026 in Review

Summit Securities Group increased its Pfizer (PFE) stake by 36% in Q3 2026, buying an estimated $242K and bringing the position to 34,200 shares worth $975K. The position accounts for 0.09% of the portfolio, ranked #121.

Summit Securities Group first reported a position in PFE in Q2 2013 and has held it in 44 quarters since. The position peaked at $15.6M in Q4 2021. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Summit Securities Group held 34,200 shares of Pfizer worth $975K as of Q3 2026.
  • Summit Securities Group bought 9,114 Pfizer shares in Q3 2026, an estimated $242K.
  • Pfizer made up 0.09% of Summit Securities Group's portfolio in Q3 2026, its #121 holding.
  • Summit Securities Group first reported a position in Pfizer in Q2 2013 and has held it in 44 quarters since.
  • Summit Securities Group's Pfizer position peaked at $15.6M in Q4 2021.
  • 2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.