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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 		– Hold
0
– – – 474

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
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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. 2,936 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.
  • 2,936 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.