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Baron Silver Stevens Financial Advisors’s Pfizer PFE Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$543K Sell
22,560
-300
-1% -$7.85K 0.07% 89
2026
Q1 		$642K Hold
22,860
– – 0.09% 75
2025
Q4 		$569K Sell
22,860
-1,127
-5% -$28.4K 0.08% 79
2025
Q3 		$611K Buy
23,987
+14,173
+144% +$350K 0.09% 76
2025
Q2 		$238K Buy
9,814
+343
+4% +$8K 0.04% 125
2025
Q1 		$240K Buy
9,471
+32
+0.3% +$837 0.04% 108
2024
Q4 		$250K Sell
9,439
-62
-0.7% -$1.68K 0.04% 104
2024
Q3 		$275K Sell
9,501
-423
-4% -$12.3K 0.05% 98
2024
Q2 		$278K Sell
9,924
-2,348
-19% -$64.6K 0.05% 93
2024
Q1 		$341K Buy
12,272
+477
+4% +$13.2K 0.07% 85
2023
Q4 		$340K Sell
11,795
-3,337
-22% -$101K 0.07% 76
2023
Q3 		$502K Buy
15,132
+738
+5% +$26.1K 0.11% 60
2023
Q2 		$528K Buy
14,394
+180
+1% +$7.01K 0.12% 59
2023
Q1 		$580K Sell
14,214
-286
-2% -$12.4K 0.15% 53
2022
Q4 		$743K Sell
14,500
-204
-1% -$9.78K 0.18% 44
2022
Q3 		$173K Sell
14,704
-2,009
-12% -$97.6K 0.05% 89
2022
Q2 		$876K Buy
16,713
+1,923
+13% +$98K 0.23% 40
2022
Q1 		$765K Buy
14,790
+2,189
+17% +$114K 0.18% 45
2021
Q4 		$744K Buy
12,601
+895
+8% +$44.3K 0.18% 39
2021
Q3 		$503K Sell
11,706
-619
-5% -$27.4K 0.13% 44
2021
Q2 		$482K Buy
12,325
+824
+7% +$32K 0.13% 48
2021
Q1 		$416K Buy
11,501
+1,000
+10% +$35.5K 0.23% 28
2020
Q4 		$386K Buy
+10,501
New +$385K 0.13% 45

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's PFE Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Pfizer (PFE) stake by 1.3% in Q2 2026, selling an estimated $7.85K and leaving 22,560 shares worth $543K. The position accounts for 0.07% of the portfolio, ranked #89.

Baron Silver Stevens Financial Advisors first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $876K in Q2 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 22,560 shares of Pfizer worth $543K as of Q2 2026.
  • Baron Silver Stevens Financial Advisors sold 300 Pfizer shares in Q2 2026, an estimated $7.85K.
  • Pfizer made up 0.07% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #89 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Baron Silver Stevens Financial Advisors's Pfizer position peaked at $876K in Q2 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.