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Berger Financial Group’s Pfizer PFE Stock Holding History

Berger Financial Group’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
Q1 		$296K Sell
10,548
-935
-8% -$24.9K 0.02% 376
2025
Q4 		$286K Sell
11,483
-3,182
-22% -$80.2K 0.02% 382
2025
Q3 		$374K Sell
14,665
-223
-1% -$5.5K 0.02% 318
2025
Q2 		$361K Sell
14,888
-1,790
-11% -$41.7K 0.02% 307
2025
Q1 		$423K Sell
16,678
-2,925
-15% -$76.5K 0.03% 280
2024
Q4 		$520K Sell
19,603
-9,002
-31% -$244K 0.04% 251
2024
Q3 		$828K Sell
28,605
-2,351
-8% -$68.6K 0.06% 175
2024
Q2 		$866K Buy
30,956
+1,221
+4% +$33.6K 0.07% 163
2024
Q1 		$825K Buy
29,735
+4,923
+20% +$137K 0.07% 165
2023
Q4 		$714K Sell
24,812
-1,486
-6% -$44.9K 0.07% 141
2023
Q3 		$872K Buy
26,298
+5,298
+25% +$187K 0.1% 124
2023
Q2 		$770K Buy
21,000
+201
+1% +$7.82K 0.09% 128
2023
Q1 		$849K Buy
20,799
+621
+3% +$26.8K 0.1% 118
2022
Q4 		$1.03M Buy
20,178
+58
+0.3% +$2.78K 0.14% 105
2022
Q3 		$880K Buy
20,120
+292
+1% +$14.2K 0.13% 106
2022
Q2 		$1.04M Buy
19,828
+28
+0.1% +$1.43K 0.15% 89
2022
Q1 		$1.02M Buy
19,800
+185
+0.9% +$9.6K 0.13% 101
2021
Q4 		$1.16M Buy
19,615
+2,773
+16% +$137K 0.15% 93
2021
Q3 		$724K Buy
16,842
+775
+5% +$34.3K 0.13% 93
2021
Q2 		$629K Buy
16,067
+393
+3% +$15.3K 0.11% 100
2021
Q1 		$568K Sell
15,674
-102,086
-87% -$3.62M 0.12% 100
2020
Q4 		$4.33M Buy
+117,760
New +$4.32M 0.76% 38

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Berger Financial Group's PFE Position: Q1 2026 in Review

Berger Financial Group reduced its Pfizer (PFE) stake by 8.1% in Q1 2026, selling an estimated $24.9K and leaving 10,548 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #376.

Berger Financial Group first reported a position in PFE in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.33M in Q4 2020. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Berger Financial Group held 10,548 shares of Pfizer worth $296K as of Q1 2026.
  • Berger Financial Group sold 935 Pfizer shares in Q1 2026, an estimated $24.9K.
  • Pfizer made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #376 holding.
  • Berger Financial Group first reported a position in Pfizer in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Pfizer position peaked at $4.33M in Q4 2020.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.