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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
2023
Q3 		– Sell
-7,800
Closed -$286K – 918
2023
Q2 		$286K Buy
+7,800
New +$304K 0.04% 184
2023
Q1 		– Sell
-32,000
Closed -$1.64M – 1169
2022
Q4 		$1.64M Hold
32,000
– – 0.06% 134
2022
Q3 		$1.4M Sell
32,000
-9,900
-24% -$481K 0.1% 129
2022
Q2 		$2.2M Sell
41,900
-3,100
-7% -$158K 0.27% 67
2022
Q1 		$2.33M Sell
45,000
-144,700
-76% -$7.51M 0.26% 75
2021
Q4 		$11.2M Buy
189,700
+187,911
+10,504% +$9.31M 0.52% 35
2021
Q3 		$7.69M Buy
1,789
+642
+56% +$28.4K 0.6% 34
2021
Q2 		$4.49M Buy
1,147
+1,047
+1,047% +$40.7K 0.37% 55
2021
Q1 		$362K Buy
+100
New +$3.55K 0.04% 402
2020
Q4 		– Sell
-184
Closed -$642K – 595
2020
Q3 		$642K Sell
184
-136
-43% -$4.77K 0.07% 201
2020
Q2 		$994K Sell
320
-146
-31% -$4.96K 0.12% 149
2020
Q1 		$1.44M Buy
+466
New +$15.9K 0.25% 85
2019
Q1 		– Sell
-101
Closed -$419K – 318
2018
Q4 		$419K Buy
+101
New +$4.19K 0.04% 215
2017
Q4 		– Sell
-190
Closed -$643K – 238
2017
Q3 		$643K Hold
190
– – 0.11% 89
2017
Q2 		$605K Buy
+190
New +$5.99K 0.11% 114
2015
Q4 		– Sell
-386
Closed -$180K – 400
2015
Q3 		$180K Buy
+386
New +$12.4K 0.13% 92
2015
Q1 		– Sell
-1,677
Closed -$1K – 579
2014
Q4 		$1K Buy
1,677
+127
+8% +$3.64K ﹤0.01% 565
2014
Q3 		$20K Buy
+1,550
New +$43.5K 0.01% 482
2014
Q1 		– Sell
-1,714
Closed -$4K – 539
2013
Q4 		$4K Buy
1,714
+1,056
+160% +$30.7K ﹤0.01% 408
2013
Q3 		$4K Sell
658
-78
-11% -$2.12K ﹤0.01% 312
2013
Q2 		$17K Buy
+736
New +$20.3K 0.01% 262

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.