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Symphony Financial’s Pfizer PFE Stock Holding History

Symphony Financial’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 		$980K Buy
40,314
+3,334
+9% +$87.2K 0.11% 130
2026
Q1 		$1.03M Buy
36,980
+4,144
+13% +$110K 0.14% 113
2025
Q4 		$820K Sell
32,836
-40,867
-55% -$1.03M 0.11% 120
2025
Q3 		$1.9M Buy
73,703
+9,026
+14% +$223K 0.23% 90
2025
Q2 		$1.71M Buy
64,677
+23,220
+56% +$542K 0.22% 91
2025
Q1 		$935K Sell
41,457
-6,020
-13% -$158K 0.55% 41
2024
Q4 		$1.25M Buy
47,477
+6,371
+15% +$173K 0.2% 91
2024
Q3 		$1.18M Buy
41,106
+6,586
+19% +$192K 0.2% 91
2024
Q2 		$960K Buy
34,520
+25,889
+300% +$713K 0.18% 99
2024
Q1 		$239K Sell
8,631
-21,764
-72% -$604K 0.06% 167
2023
Q4 		$894K Buy
30,395
+23,491
+340% +$710K 0.19% 90
2023
Q3 		$234K Buy
6,904
+703
+11% +$24.9K 0.06% 145
2023
Q2 		$223K Sell
6,201
-5,194
-46% -$202K 0.05% 173
2023
Q1 		$460K Sell
11,395
-5,053
-31% -$218K 0.12% 147
2022
Q4 		$824K Sell
16,448
-3,922
-19% -$188K 0.22% 89
2022
Q3 		$898K Sell
20,370
-2,458
-11% -$119K 0.29% 77
2022
Q2 		$1.16M Buy
22,828
+3,737
+20% +$190K 0.34% 66
2022
Q1 		$1.05M Buy
19,091
+6,096
+47% +$316K 0.25% 80
2021
Q4 		$736K Buy
12,995
+2,288
+21% +$113K 0.2% 89
2021
Q3 		$466K Sell
10,707
-2,672
-20% -$118K 0.16% 103
2021
Q2 		$524K Sell
13,379
-407
-3% -$15.8K 0.18% 94
2021
Q1 		$497K Buy
13,786
+4,334
+46% +$154K 0.13% 113
2020
Q4 		$348K Sell
9,452
-426
-4% -$15.6K 0.12% 114
2020
Q3 		$344K Buy
9,878
+2,767
+39% +$97K 0.14% 100
2020
Q2 		$221K Buy
+7,111
New +$242K 0.11% 125

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

Symphony Financial's PFE Position: Q2 2026 in Review

Symphony Financial increased its Pfizer (PFE) stake by 9% in Q2 2026, buying an estimated $87.2K and bringing the position to 40,314 shares worth $980K. The position accounts for 0.11% of the portfolio, ranked #130.

Symphony Financial first reported a position in PFE in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.9M in Q3 2025. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Symphony Financial held 40,314 shares of Pfizer worth $980K as of Q2 2026.
  • Symphony Financial bought 3,334 Pfizer shares in Q2 2026, an estimated $87.2K.
  • Pfizer made up 0.11% of Symphony Financial's portfolio in Q2 2026, its #130 holding.
  • Symphony Financial first reported a position in Pfizer in Q2 2020 and has held it in 25 quarters since.
  • Symphony Financial's Pfizer position peaked at $1.9M in Q3 2025.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.