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Bard Financial Services’s Pfizer PFE Stock Holding History

Bard Financial Services’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
2025
Q3 		$13M Buy
510,321
+5,716
+1% +$141K 1.43% 13
2025
Q2 		$12.2M Sell
504,605
-3,906
-0.8% -$91.1K 1.46% 14
2025
Q1 		$12.9M Sell
508,511
-9,836
-2% -$257K 1.58% 10
2024
Q4 		$13.8M Buy
518,347
+838
+0.2% +$22.7K 1.65% 9
2024
Q3 		$15M Buy
517,509
+1,146
+0.2% +$33.4K 1.77% 10
2024
Q2 		$14.4M Buy
516,363
+38,502
+8% +$1.06M 1.49% 12
2024
Q1 		$13.3M Buy
477,861
+53,937
+13% +$1.5M 1.41% 14
2023
Q4 		$12.2M Buy
423,924
+81,245
+24% +$2.46M 1.37% 12
2023
Q3 		$11.4M Buy
342,679
+30,235
+10% +$1.07M 1.4% 13
2023
Q2 		$11.5M Buy
312,444
+1,425
+0.5% +$55.5K 0.87% 23
2023
Q1 		$12.7M Buy
311,019
+3,025
+1% +$131K 1.02% 21
2022
Q4 		$15.8M Buy
307,994
+4,725
+2% +$227K 1.34% 16
2022
Q3 		$13.3M Buy
303,269
+10,325
+4% +$502K 1.24% 18
2022
Q2 		$15.4M Sell
292,944
-200
-0.1% -$10.2K 1.4% 16
2022
Q1 		$15.2M Buy
293,144
+9,825
+3% +$510K 1.24% 16
2021
Q4 		$16.7M Sell
283,319
-9,800
-3% -$486K 1.35% 17
2021
Q3 		$12.6M Sell
293,119
-275
-0.1% -$12.2K 1.12% 18
2021
Q2 		$11.5M Buy
293,394
+3,950
+1% +$154K 1.02% 21
2021
Q1 		$10.5M Sell
289,444
-11,590
-4% -$412K 1.02% 21
2020
Q4 		$11.1M Buy
+301,034
New +$11M 1.11% 22

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bard Financial Services's PFE Position: Q3 2025 in Review

Bard Financial Services increased its Pfizer (PFE) stake by 1.1% in Q3 2025, buying an estimated $141K and bringing the position to 510,321 shares worth $13M. The position accounts for 1.43% of the portfolio, ranked #13.

Bard Financial Services first reported a position in PFE in Q4 2020 and has held it in 20 quarters since. The position peaked at $16.7M in Q4 2021. 2,817 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Bard Financial Services held 510,321 shares of Pfizer worth $13M as of Q3 2025.
  • Bard Financial Services bought 5,716 Pfizer shares in Q3 2025, an estimated $141K.
  • Pfizer made up 1.43% of Bard Financial Services's portfolio in Q3 2025, its #13 holding.
  • Bard Financial Services first reported a position in Pfizer in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Pfizer position peaked at $16.7M in Q4 2021.
  • 2,817 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.