SWP
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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
Q2 		$521K Sell
21,656
-170
-0.8% -$4.45K 0.07% 172
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 $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 Partners's PFE Position: Q2 2026 in Review

Summit Wealth Partners reduced its Pfizer (PFE) stake by 0.78% in Q2 2026, selling an estimated $4.45K and leaving 21,656 shares worth $521K. The position accounts for 0.07% of the portfolio, ranked #172.

Summit Wealth Partners first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.45M in Q4 2021. 2,836 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Summit Wealth Partners held 21,656 shares of Pfizer worth $521K as of Q2 2026.
  • Summit Wealth Partners sold 170 Pfizer shares in Q2 2026, an estimated $4.45K.
  • Pfizer made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • Summit Wealth Partners first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's Pfizer position peaked at $1.45M in Q4 2021.
  • 2,836 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.