Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overview All 13F holders of PFE Full Q2 2026 holdings

Shares (Q2 2026): 192,213
Value: $4.63M
% of portfolio: 0.1%
Quarters held: 21; Since Q2 2021

Holdings of PFE by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	192,213	$4.63M	0.1%	+23,510+13.9%	Added	Holders
Q1 2026	168,703	$4.74M	0.1%	+27,596+19.6%	Added	Holders
Q4 2025	141,107	$3.51M	0.1%	+16,520+13.3%	Added	Holders
Q3 2025	124,587	$3.17M	<0.1%	+5,088+4.3%	Added	Holders
Q2 2025	119,499	$2.90M	0.1%	+25,772+27.5%	Added	Holders
Q1 2025	93,727	$2.38M	0.1%	+15,582+19.9%	Added	Holders
Q4 2024	78,145	$2.07M	0.1%	+46,601+147.7%	Added	Holders
Q3 2024	31,544	$912.9K	<0.1%	+2,098+7.1%	Added	Holders
Q2 2024	29,446	$823.9K	<0.1%	+14,703+99.7%	Added	Holders
Q1 2024	14,743	$409.1K	<0.1%	−1,399−8.7%	Reduced	Holders
Q4 2023	16,142	$464.7K	<0.1%	−1,057−6.1%	Reduced	Holders
Q3 2023	17,199	$570.5K	<0.1%	+3,721+27.6%	Added	Holders
Q2 2023	13,478	$494.4K	<0.1%	+2,999+28.6%	Added	Holders
Q1 2023	10,479	$427.5K	<0.1%	−32−0.3%	Reduced	Holders
Q4 2022	10,511	$538.6K	0.1%	−1,921−15.5%	Reduced	Holders
Q3 2022	12,432	$544.0K	0.1%	−14,866−54.5%	Reduced	Holders
Q2 2022	27,298	$1.43M	0.1%	−590−2.1%	Reduced	Holders
Q1 2022	27,888	$1.44M	0.1%	+12,304+79.0%	Added	Holders
Q4 2021	15,584	$920.2K	0.1%	+2,442+18.6%	Added	Holders
Q3 2021	13,142	$565.2K	<0.1%	+4,454+51.3%	Added	Holders
Q2 2021	8,688	$340.2K	<0.1%	+8,688	New	Holders