Taylor Financial Group’s Pfizer PFE Stock Holding History

Taylor Financial Group’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	$355K	Hold	14,740	–	–	0.2%	81
2026 Q1	$414K	Buy	14,740 +1,000	+7%	+$26.6K	0.25%	73
2025 Q4	$342K	Hold	13,740	–	–	0.2%	82
2025 Q3	$350K	Sell	13,740 -66	-0.5%	-$1.63K	0.2%	82
2025 Q2	$335K	Buy	13,806 +2,815	+26%	+$65.6K	0.21%	79
2025 Q1	$279K	Sell	10,991 -2,000	-15%	-$52.3K	0.19%	81
2024 Q4	$345K	Sell	12,991 -716	-5%	-$19.4K	0.24%	74
2024 Q3	$397K	Sell	13,707 -468	-3%	-$13.7K	0.27%	71
2024 Q2	$397K	Buy	14,175 +2,699	+24%	+$74.3K	0.3%	67
2024 Q1	$318K	Buy	11,476 +717	+7%	+$19.9K	0.24%	72
2023 Q4	$310K	Buy	+10,759	New	+$325K	0.25%	72

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Taylor Financial Group's PFE Position: Q2 2026 in Review

Taylor Financial Group held its Pfizer (PFE) position steady in Q2 2026 at 14,740 shares worth $355K. The position accounts for 0.2% of the portfolio, ranked #81.

Taylor Financial Group first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $414K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Taylor Financial Group held 14,740 shares of Pfizer worth $355K as of Q2 2026.
Taylor Financial Group left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.2% of Taylor Financial Group's portfolio in Q2 2026, its #81 holding.
Taylor Financial Group first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's Pfizer position peaked at $414K in Q1 2026.
1,199 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.