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Summit Wealth Partners’s Pfizer PFE Stock Holding History

Summit Wealth Partners’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 		$613K Buy
21,826
+2,357
+12% +$62.8K 0.1% 138
2025
Q4 		$485K Sell
19,469
-501
-3% -$12.6K 0.09% 130
2025
Q3 		$509K Sell
19,970
-5,298
-21% -$131K 0.09% 134
2025
Q2 		$612K Sell
25,268
-1,376
-5% -$32.1K 0.12% 118
2025
Q1 		$675K Buy
26,644
+1,507
+6% +$39.4K 0.14% 105
2024
Q4 		$667K Buy
25,137
+200
+0.8% +$5.42K 0.14% 106
2024
Q3 		$722K Buy
24,937
+1,000
+4% +$29.2K 0.14% 110
2024
Q2 		$670K Hold
23,937
– – 0.14% 107
2024
Q1 		$664K Sell
23,937
-222
-0.9% -$6.16K 0.14% 106
2023
Q4 		$696K Sell
24,159
-602
-2% -$18.2K 0.16% 96
2023
Q3 		$821K Buy
24,761
+627
+3% +$22.2K 0.21% 75
2023
Q2 		$885K Sell
24,134
-45
-0.2% -$1.75K 0.22% 74
2023
Q1 		$987K Hold
24,179
– – 0.25% 65
2022
Q4 		$1.24M Buy
24,179
+45
+0.2% +$2.16K 0.33% 53
2022
Q3 		$1.06M Hold
24,134
– – 0.3% 56
2022
Q2 		$1.27M Buy
24,134
+4
+0% +$204 0.34% 47
2022
Q1 		$1.25M Sell
24,130
-492
-2% -$25.5K 0.28% 48
2021
Q4 		$1.45M Buy
24,622
+334
+1% +$16.5K 0.31% 47
2021
Q3 		$1.04M Buy
24,288
+8
+0% +$354 0.25% 52
2021
Q2 		$951K Sell
24,280
-1,248
-5% -$48.5K 0.23% 57
2021
Q1 		$925K Sell
25,528
-785
-3% -$27.9K 0.24% 56
2020
Q4 		$969K Buy
26,313
+1,070
+4% +$39.2K 0.26% 57
2020
Q3 		$879K Buy
25,243
+2
+0% +$70 0.26% 60
2020
Q2 		$783K Buy
25,241
+1,230
+5% +$41.8K 0.25% 65
2020
Q1 		$744K Sell
24,011
-1,389
-5% -$47.3K 0.3% 50
2019
Q4 		$944K Buy
+25,400
New +$905K 0.33% 49

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 Wealth Partners's PFE Position: Q1 2026 in Review

Summit Wealth Partners increased its Pfizer (PFE) stake by 12% in Q1 2026, buying an estimated $62.8K and bringing the position to 21,826 shares worth $613K. The position accounts for 0.1% of the portfolio, ranked #138.

Summit Wealth Partners first reported a position in PFE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.45M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Summit Wealth Partners held 21,826 shares of Pfizer worth $613K as of Q1 2026.
  • Summit Wealth Partners bought 2,357 Pfizer shares in Q1 2026, an estimated $62.8K.
  • Pfizer made up 0.1% of Summit Wealth Partners's portfolio in Q1 2026, its #138 holding.
  • Summit Wealth Partners first reported a position in Pfizer in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's Pfizer position peaked at $1.45M in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.