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Zhang Financial’s Pfizer PFE Stock Holding History

Zhang 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 		$350K Sell
14,553
-2,130
-13% -$55.7K 0.01% 313
2026
Q1 		$468K Sell
16,683
-475
-3% -$12.6K 0.02% 252
2025
Q4 		$427K Sell
17,158
-68
-0.4% -$1.72K 0.02% 233
2025
Q3 		$439K Sell
17,226
-4,814
-22% -$119K 0.02% 227
2025
Q2 		$534K Sell
22,040
-4,818
-18% -$112K 0.02% 198
2025
Q1 		$681K Sell
26,858
-1,875
-7% -$49.1K 0.04% 187
2024
Q4 		$762K Buy
28,733
+105
+0.4% +$2.85K 0.04% 176
2024
Q3 		$829K Sell
28,628
-2,840
-9% -$82.8K 0.05% 162
2024
Q2 		$880K Sell
31,468
-14,104
-31% -$388K 0.06% 148
2024
Q1 		$1.26M Sell
45,572
-25,963
-36% -$720K 0.09% 121
2023
Q4 		$2.06M Sell
71,535
-3,648
-5% -$110K 0.18% 70
2023
Q3 		$2.49M Buy
75,183
+1,821
+2% +$64.4K 0.25% 54
2023
Q2 		$2.69M Sell
73,362
-5,327
-7% -$207K 0.28% 54
2023
Q1 		$3.21M Sell
78,689
-1,552
-2% -$67K 0.37% 43
2022
Q4 		$4.11M Buy
80,241
+4,805
+6% +$230K 0.52% 33
2022
Q3 		$3.3M Buy
75,436
+3,320
+5% +$161K 0.5% 39
2022
Q2 		$3.78M Buy
72,116
+2,428
+3% +$124K 0.61% 32
2022
Q1 		$3.61M Buy
69,688
+7,224
+12% +$375K 0.61% 27
2021
Q4 		$3.69M Buy
62,464
+19,896
+47% +$986K 0.65% 25
2021
Q3 		$1.83M Buy
42,568
+1,222
+3% +$54.1K 0.42% 36
2021
Q2 		$1.62M Buy
41,346
+7,863
+23% +$306K 0.4% 35
2021
Q1 		$1.24M Buy
33,483
+3,368
+11% +$120K 0.33% 39
2020
Q4 		$1.11M Buy
30,115
+7,975
+36% +$293K 0.34% 34
2020
Q3 		$771K Buy
22,140
+613
+3% +$21.5K 0.28% 38
2020
Q2 		$668K Sell
21,527
-4,600
-18% -$156K 0.26% 41
2020
Q1 		$809K Sell
26,127
-888
-3% -$30.3K 0.36% 32
2019
Q4 		$1M Sell
27,015
-245
-0.9% -$8.73K 0.38% 34
2019
Q3 		$929K Buy
27,260
+1,792
+7% +$65.2K 0.39% 33
2019
Q2 		$1.05M Buy
25,468
+4,457
+21% +$177K 0.44% 30
2019
Q1 		$847K Buy
21,011
+460
+2% +$18.4K 0.36% 35
2018
Q4 		$851K Sell
20,551
-3,780
-16% -$157K 0.41% 32
2018
Q3 		$1.02M Sell
24,331
-3,075
-11% -$118K 0.49% 29
2018
Q2 		$945K Sell
27,406
-6,181
-18% -$211K 0.48% 28
2018
Q1 		$1.12M Sell
33,587
-205
-0.6% -$7.05K 0.58% 25
2017
Q4 		$1.17M Buy
33,792
+101
+0.3% +$3.44K 0.57% 26
2017
Q3 		$1.16M Buy
33,691
+5
+0% +$161 0.59% 26
2017
Q2 		$1.07M Sell
33,686
-106
-0.3% -$3.34K 0.57% 27
2017
Q1 		$1.17M Buy
33,792
+1,658
+5% +$52.3K 0.58% 25
2016
Q4 		$969K Sell
32,134
-3,485
-10% -$106K 0.53% 30
2016
Q3 		$1.15M Buy
35,619
+2,206
+7% +$73.8K 0.63% 25
2016
Q2 		$1.12M Sell
33,413
-5,893
-15% -$188K 0.61% 26
2016
Q1 		$1.1M Buy
39,306
+3,297
+9% +$94.2K 0.62% 25
2015
Q4 		$1.1M Buy
36,009
+93
+0.3% +$2.93K 0.66% 26
2015
Q3 		$1.07M Sell
35,916
-1,465
-4% -$47K 0.68% 24
2015
Q2 		$1.19M Sell
37,381
-4,626
-11% -$151K 0.76% 22
2015
Q1 		$1.39M Buy
42,007
+7,102
+20% +$226K 0.87% 21
2014
Q4 		$1.03M Sell
34,905
-524
-1% -$15K 0.67% 24
2014
Q3 		$994K Buy
35,429
+1,317
+4% +$37K 0.68% 25
2014
Q2 		$961K Buy
34,112
+1,251
+4% +$35.7K 0.65% 26
2014
Q1 		$1M Sell
32,861
-492
-1% -$14.7K 0.72% 23
2013
Q4 		$969K Sell
33,353
-692
-2% -$20.1K 0.73% 22
2013
Q3 		$928K Buy
34,045
+914
+3% +$24.9K 0.75% 23
2013
Q2 		$880K Buy
+33,131
New +$915K 0.76% 23

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Zhang Financial's PFE Position: Q2 2026 in Review

Zhang Financial reduced its Pfizer (PFE) stake by 13% in Q2 2026, selling an estimated $55.7K and leaving 14,553 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #313.

Zhang Financial first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.11M in Q4 2022. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Zhang Financial held 14,553 shares of Pfizer worth $350K as of Q2 2026.
  • Zhang Financial sold 2,130 Pfizer shares in Q2 2026, an estimated $55.7K.
  • Pfizer made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #313 holding.
  • Zhang Financial first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Zhang Financial's Pfizer position peaked at $4.11M in Q4 2022.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.