Birchbrook’s Pfizer PFE Stock Holding History

Birchbrook’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 Q3	$60.5K	Hold	2,121	–	–	0.03%	121
2026 Q2	$51.1K	Hold	2,121	–	–	0.02%	132
2026 Q1	$59.6K	Sell	2,121 -285	-12%	-$7.59K	0.03%	120
2025 Q4	$59.9K	Buy	2,406 +285	+13%	+$7.19K	0.03%	117
2025 Q3	$54K	Sell	2,121 -670	-24%	-$16.5K	0.03%	122
2025 Q2	$67.7K	Hold	2,791	–	–	0.04%	114
2025 Q1	$70.7K	Sell	2,791 -644	-19%	-$16.9K	0.04%	105
2024 Q4	$91.1K	Hold	3,435	–	–	0.05%	94
2024 Q3	$99.4K	Sell	3,435 -300	-8%	-$8.75K	0.06%	92
2024 Q2	$105K	Hold	3,735	–	–	0.06%	93
2024 Q1	$104K	Hold	3,735	–	–	0.06%	93
2023 Q4	$108K	Buy	+3,735	New	+$113K	0.07%	89

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birchbrook's PFE Position: Q3 2026 in Review

Birchbrook held its Pfizer (PFE) position steady in Q3 2026 at 2,121 shares worth $60.5K. The position accounts for 0.03% of the portfolio, ranked #121.

Birchbrook first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $108K in Q4 2023. 1,268 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Birchbrook held 2,121 shares of Pfizer worth $60.5K as of Q3 2026.
Birchbrook left its Pfizer share count unchanged in Q3 2026.
Pfizer made up 0.03% of Birchbrook's portfolio in Q3 2026, its #121 holding.
Birchbrook first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Pfizer position peaked at $108K in Q4 2023.
1,268 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.