Toth Financial Advisory’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$101K Sell
4,200
-788
-16% -$20.6K 0.01% 296
2026
Q1
$140K Buy
4,988
+3,579
+254% +$95.3K 0.02% 245
2025
Q4
$35.1K Buy
1,409
+9
+0.6% +$227 ﹤0.01% 405
2025
Q3
$35.7K Sell
1,400
-793
-36% -$19.6K ﹤0.01% 400
2025
Q2
$53.2K Sell
2,193
-796
-27% -$18.6K 0.01% 297
2025
Q1
$75.7K Buy
2,989
+291
+11% +$7.62K 0.01% 258
2024
Q4
$71.6K Buy
2,698
+8
+0.3% +$217 0.01% 263
2024
Q3
$77.9K Sell
2,690
-1,028
-28% -$30K 0.01% 252
2024
Q2
$104K Buy
3,718
+7
+0.2% +$193 0.01% 235
2024
Q1
$103K Sell
3,711
-158
-4% -$4.38K 0.01% 236
2023
Q4
$111K Buy
3,869
+5
+0.1% +$151 0.02% 232
2023
Q3
$128K Sell
3,864
-975
-20% -$34.5K 0.02% 211
2023
Q2
$177K Buy
4,839
+709
+17% +$27.6K 0.03% 203
2023
Q1
$168K Sell
4,130
-318
-7% -$13.7K 0.03% 197
2022
Q4
$228K Sell
4,448
-158
-3% -$7.58K 0.04% 181
2022
Q3
$202K Buy
4,606
+173
+4% +$8.41K 0.04% 168
2022
Q2
$232K Sell
4,433
-31
-0.7% -$1.58K 0.04% 169
2022
Q1
$231K Buy
4,464
+77
+2% +$4K 0.03% 183
2021
Q4
$259K Buy
4,387
+7
+0.2% +$347 0.04% 190
2021
Q3
$188K Buy
4,380
+8
+0.2% +$354 0.03% 199
2021
Q2
$171K Sell
4,372
-32
-0.7% -$1.24K 0.03% 184
2021
Q1
$160K Buy
4,404
+10
+0.2% +$355 0.03% 206
2020
Q4
$162K Sell
4,394
-188
-4% -$6.9K 0.03% 191
2020
Q3
$160K Buy
4,582
+741
+19% +$26K 0.03% 190
2020
Q2
$119K Buy
3,841
+858
+29% +$29.1K 0.03% 184
2020
Q1
$92K Sell
2,983
-99
-3% -$3.37K 0.03% 144
2019
Q4
$115K Buy
3,082
+9
+0.3% +$321 0.02% 174
2019
Q3
$105K Buy
3,073
+9
+0.3% +$327 0.02% 188
2019
Q2
$126K Buy
3,064
+7
+0.2% +$278 0.03% 176
2019
Q1
$123K Buy
3,057
+112
+4% +$4.49K 0.03% 165
2018
Q4
$122K Buy
2,945
+6
+0.2% +$249 0.03% 142
2018
Q3
$123K Buy
2,939
+7
+0.2% +$269 0.03% 166
2018
Q2
$101K Buy
2,932
+7
+0.2% +$239 0.02% 172
2018
Q1
$98K Buy
2,925
+8
+0.3% +$275 0.02% 171
2017
Q4
$100K Buy
+2,917
New +$99.5K 0.02% 168

Other funds holding PFE

Toth Financial Advisory's PFE Position: Q2 2026 in Review

Toth Financial Advisory reduced its Pfizer (PFE) stake by 16% in Q2 2026, selling an estimated $20.6K and leaving 4,200 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #296.

Toth Financial Advisory first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $259K in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Toth Financial Advisory held 4,200 shares of Pfizer worth $101K as of Q2 2026.
  • Toth Financial Advisory sold 788 Pfizer shares in Q2 2026, an estimated $20.6K.
  • Pfizer made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #296 holding.
  • Toth Financial Advisory first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
  • Toth Financial Advisory's Pfizer position peaked at $259K in Q4 2021.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.