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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
Q2 		– Sell
-7,649
Closed -$215K – 131
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 Buy
11,665
+11,371
+3,868% +$443K 0.17% 48
2023
Q1 		$12K Buy
+294
New +$12.7K 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
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 Wealth Group's PFE Position: Q2 2026 in Review

Summit Wealth Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,649 shares — an estimated $215K sold.

Summit Wealth Group first reported a position in PFE in Q3 2021 and held it in 9 quarters. The position peaked at $428K in Q2 2023. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Summit Wealth Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth Group sold 7,649 Pfizer shares in Q2 2026, an estimated $215K.
  • Summit Wealth Group first reported a position in Pfizer in Q3 2021 and held it in 9 quarters.
  • Summit Wealth Group's Pfizer position peaked at $428K in Q2 2023.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.