SYM Financial Corp’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$265K Buy
9,424
+459
+5% +$12.2K 0.03% 245
2025
Q4
$223K Sell
8,965
-3,016
-25% -$76.1K 0.02% 297
2025
Q3
$305K Buy
11,981
+1,263
+12% +$31.2K 0.03% 217
2025
Q2
$260K Sell
10,718
-3,841
-26% -$89.6K 0.03% 247
2025
Q1
$369K Sell
14,559
-6,924
-32% -$181K 0.05% 142
2024
Q4
$570K Buy
21,483
+14,531
+209% +$394K 0.07% 81
2024
Q3
$201K Sell
6,952
-1,170
-14% -$34.1K 0.03% 179
2024
Q2
$227K Buy
+8,122
New +$224K 0.04% 135
2023
Q1
Sell
-4,364
Closed -$224K 116
2022
Q4
$224K Sell
4,364
-299
-6% -$14.3K 0.05% 58
2022
Q3
$204K Sell
4,663
-29
-0.6% -$1.41K 0.1% 57
2022
Q2
$246K Sell
4,692
-1,086
-19% -$55.3K 0.12% 52
2022
Q1
$299K Buy
5,778
+1,280
+28% +$66.4K 0.13% 40
2021
Q4
$266K Sell
4,498
-1,931
-30% -$95.7K 0.1% 41
2021
Q3
$276K Buy
6,429
+849
+15% +$37.6K 0.16% 34
2021
Q2
$218K Buy
+5,580
New +$217K 0.12% 44
2018
Q4
Sell
-7,705
Closed -$322K 95
2018
Q3
$322K Buy
+7,705
New +$297K 0.18% 27

Other funds holding PFE

SYM Financial Corp's PFE Position: Q1 2026 in Review

SYM Financial Corp increased its Pfizer (PFE) stake by 5.1% in Q1 2026, buying an estimated $12.2K and bringing the position to 9,424 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #245.

SYM Financial Corp first reported a position in PFE in Q3 2018 and has held it in 16 quarters since. The position peaked at $570K in Q4 2024. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • SYM Financial Corp held 9,424 shares of Pfizer worth $265K as of Q1 2026.
  • SYM Financial Corp bought 459 Pfizer shares in Q1 2026, an estimated $12.2K.
  • Pfizer made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #245 holding.
  • SYM Financial Corp first reported a position in Pfizer in Q3 2018 and has held it in 16 quarters since.
  • SYM Financial Corp's Pfizer position peaked at $570K in Q4 2024.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.