Valmark Advisers’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 | $807K | Sell |
33,525
-5,844
| -15% | -$153K | 0.01% | 401 |
|
|
2026
Q1 | $1.11M | Sell |
39,369
-475
| -1% | -$12.6K | 0.01% | 334 |
|
|
2025
Q4 | $992K | Sell |
39,844
-1,712
| -4% | -$43.2K | 0.01% | 343 |
|
|
2025
Q3 | $1.06M | Buy |
41,556
+2,329
| +6% | +$57.5K | 0.01% | 325 |
|
|
2025
Q2 | $951K | Sell |
39,227
-990
| -2% | -$23.1K | 0.01% | 343 |
|
|
2025
Q1 | $1.02M | Sell |
40,217
-1,499
| -4% | -$39.2K | 0.02% | 308 |
|
|
2024
Q4 | $1.11M | Buy |
41,716
+955
| +2% | +$25.9K | 0.02% | 290 |
|
|
2024
Q3 | $1.18M | Sell |
40,761
-2,925
| -7% | -$85.3K | 0.02% | 276 |
|
|
2024
Q2 | $1.22M | Sell |
43,686
-4,512
| -9% | -$124K | 0.02% | 248 |
|
|
2024
Q1 | $1.34M | Buy |
48,198
+2,419
| +5% | +$67.1K | 0.02% | 226 |
|
|
2023
Q4 | $1.32M | Sell |
45,779
-2,547
| -5% | -$77K | 0.02% | 210 |
|
|
2023
Q3 | $1.6M | Sell |
48,326
-1,758
| -4% | -$62.2K | 0.03% | 169 |
|
|
2023
Q2 | $1.84M | Sell |
50,084
-1,154
| -2% | -$44.9K | 0.04% | 157 |
|
|
2023
Q1 | $2.09M | Buy |
51,238
+852
| +2% | +$36.8K | 0.05% | 138 |
|
|
2022
Q4 | $2.58M | Buy |
50,386
+8,868
| +21% | +$425K | 0.06% | 120 |
|
|
2022
Q3 | $1.82M | Sell |
41,518
-73
| -0.2% | -$3.55K | 0.04% | 124 |
|
|
2022
Q2 | $2.18M | Buy |
41,591
+644
| +2% | +$32.8K | 0.04% | 115 |
|
|
2022
Q1 | $2.12M | Sell |
40,947
-1,838
| -4% | -$95.4K | 0.04% | 120 |
|
|
2021
Q4 | $2.53M | Buy |
42,785
+9,206
| +27% | +$456K | 0.04% | 102 |
|
|
2021
Q3 | $1.44M | Sell |
33,579
-7,222
| -18% | -$320K | 0.03% | 142 |
|
|
2021
Q2 | $1.6M | Buy |
40,801
+925
| +2% | +$36K | 0.03% | 139 |
|
|
2021
Q1 | $1.45M | Buy |
39,876
+2,136
| +6% | +$75.8K | 0.03% | 144 |
|
|
2020
Q4 | $1.39M | Buy |
37,740
+4,243
| +13% | +$156K | 0.03% | 137 |
|
|
2020
Q3 | $1.17M | Sell |
33,497
-497
| -1% | -$17.4K | 0.03% | 122 |
|
|
2020
Q2 | $1.05M | Sell |
33,994
-548
| -2% | -$18.6K | 0.02% | 111 |
|
|
2020
Q1 | $1.07M | Sell |
34,542
-481
| -1% | -$16.4K | 0.03% | 93 |
|
|
2019
Q4 | $1.3M | Sell |
35,023
-1,387
| -4% | -$49.4K | 0.03% | 87 |
|
|
2019
Q3 | $1.24M | Buy |
36,410
+1,454
| +4% | +$52.9K | 0.03% | 86 |
|
|
2019
Q2 | $1.44M | Buy |
34,956
+2,165
| +7% | +$86K | 0.03% | 76 |
|
|
2019
Q1 | $1.32M | Sell |
32,791
-47
| -0.1% | -$1.88K | 0.03% | 74 |
|
|
2018
Q4 | $1.36M | Buy |
32,838
+2,681
| +9% | +$111K | 0.03% | 66 |
|
|
2018
Q3 | $1.26M | Hold |
30,157
| – | – | 0.03% | 66 |
|
|
2018
Q2 | $1.04M | Buy |
30,157
+984
| +3% | +$33.6K | 0.02% | 78 |
|
|
2018
Q1 | $982K | Sell |
29,173
-434
| -1% | -$14.9K | 0.02% | 76 |
|
|
2017
Q4 | $1.02M | Buy |
+29,607
| New | +$1.01M | 0.02% | 79 |
|
Other funds holding PFE
Valmark Advisers's PFE Position: Q2 2026 in Review
Valmark Advisers reduced its Pfizer (PFE) stake by 15% in Q2 2026, selling an estimated $153K and leaving 33,525 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #401.
Valmark Advisers first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.58M in Q4 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Valmark Advisers held 33,525 shares of Pfizer worth $807K as of Q2 2026.
- Valmark Advisers sold 5,844 Pfizer shares in Q2 2026, an estimated $153K.
- Pfizer made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #401 holding.
- Valmark Advisers first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's Pfizer position peaked at $2.58M in Q4 2022.
- 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.