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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return