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Berman McAleer’s Pfizer PFE Stock Holding History

Berman McAleer’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 		$253K Buy
10,522
+887
+9% +$23.2K 0.03% 144
2026
Q1 		$271K Sell
9,635
-505
-5% -$13.4K 0.04% 130
2025
Q4 		$252K Buy
10,140
+138
+1% +$3.48K 0.03% 139
2025
Q3 		$255K Buy
+10,002
New +$247K 0.04% 138

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

Berman McAleer's PFE Position: Q2 2026 in Review

Berman McAleer increased its Pfizer (PFE) stake by 9.2% in Q2 2026, buying an estimated $23.2K and bringing the position to 10,522 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #144.

Berman McAleer first reported a position in PFE in Q3 2025 and has held it in 4 quarters since. The position peaked at $271K in Q1 2026. 2,814 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Berman McAleer held 10,522 shares of Pfizer worth $253K as of Q2 2026.
  • Berman McAleer bought 887 Pfizer shares in Q2 2026, an estimated $23.2K.
  • Pfizer made up 0.03% of Berman McAleer's portfolio in Q2 2026, its #144 holding.
  • Berman McAleer first reported a position in Pfizer in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Pfizer position peaked at $271K in Q1 2026.
  • 2,814 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.