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Summitry LLC’s Pfizer PFE Stock Holding History

Summitry LLC’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 		$346K Sell
14,386
-10,198
-41% -$267K 0.01% 219
2026
Q1 		$690K Buy
24,584
+2,539
+12% +$67.6K 0.02% 105
2025
Q4 		$549K Buy
22,045
+1,037
+5% +$26.2K 0.02% 114
2025
Q3 		$535K Buy
21,008
+12,055
+135% +$298K 0.02% 101
2025
Q2 		$217K Buy
+8,953
New +$209K 0.01% 166
2025
Q1 		– Sell
-8,595
Closed -$228K – 150
2024
Q4 		$228K Buy
+8,595
New +$233K 0.01% 121
2022
Q1 		– Sell
-3,555
Closed -$210K – 94
2021
Q4 		$210K Buy
+3,555
New +$176K 0.01% 85
2016
Q4 		– Sell
-7,006
Closed -$225K – 87
2016
Q3 		$225K Buy
+7,006
New +$234K 0.02% 80

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

Summitry LLC's PFE Position: Q2 2026 in Review

Summitry LLC reduced its Pfizer (PFE) stake by 41% in Q2 2026, selling an estimated $267K and leaving 14,386 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #219.

Summitry LLC first reported a position in PFE in Q3 2016 and has held it in 8 quarters since. The position peaked at $690K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Summitry LLC held 14,386 shares of Pfizer worth $346K as of Q2 2026.
  • Summitry LLC sold 10,198 Pfizer shares in Q2 2026, an estimated $267K.
  • Pfizer made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #219 holding.
  • Summitry LLC first reported a position in Pfizer in Q3 2016 and has held it in 8 quarters since.
  • Summitry LLC's Pfizer position peaked at $690K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.