Summit Wealth Group’s Pfizer PFE Stock Holding History

Summit Wealth 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 Q1	$215K	Sell	7,649 -520	-6%	-$13.8K	0.05%	122
2025 Q4	$203K	Buy	8,169 +225	+3%	+$5.67K	0.05%	117
2025 Q3	$202K	Sell	7,944 -1,143	-13%	-$28.2K	0.05%	110
2025 Q2	$220K	Buy	+9,087	New	+$212K	0.06%	106
2024 Q4	–	Sell	-8,368	Closed	-$242K	–	100
2024 Q3	$242K	Hold	8,368	–	–	0.07%	87
2024 Q2	$234K	Buy	+8,368	New	+$230K	0.07%	89
2023 Q3	–	Sell	-11,665	Closed	-$428K	–	61
2023 Q2	$428K	Sell	11,665 -464,267	-98%	-$18.1M	0.17%	48
2023 Q1	$12K	Buy	+475,932	New	+$20.6M	0.29%	36
2021 Q4	–	Sell	-7,349	Closed	-$316K	–	44
2021 Q3	$316K	Buy	+7,349	New	+$326K	0.5%	29

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Summit Wealth Group's PFE Position: Q1 2026 in Review

Summit Wealth Group reduced its Pfizer (PFE) stake by 6.4% in Q1 2026, selling an estimated $13.8K and leaving 7,649 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #122.

Summit Wealth Group first reported a position in PFE in Q3 2021 and has held it in 9 quarters since. The position peaked at $428K in Q2 2023. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Summit Wealth Group held 7,649 shares of Pfizer worth $215K as of Q1 2026.
Summit Wealth Group sold 520 Pfizer shares in Q1 2026, an estimated $13.8K.
Pfizer made up 0.05% of Summit Wealth Group's portfolio in Q1 2026, its #122 holding.
Summit Wealth Group first reported a position in Pfizer in Q3 2021 and has held it in 9 quarters since.
Summit Wealth Group's Pfizer position peaked at $428K in Q2 2023.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.