BFP
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Birchwood Financial Partners’s Pfizer PFE Stock Holding History

Birchwood Financial Partners’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 		$36.5K Hold
1,515
– – 0.03% 203
2026
Q1 		$42.5K Hold
1,515
– – 0.04% 182
2025
Q4 		$37.7K Buy
+1,515
New +$38.2K 0.04% 192

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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

Birchwood Financial Partners's PFE Position: Q2 2026 in Review

Birchwood Financial Partners held its Pfizer (PFE) position steady in Q2 2026 at 1,515 shares worth $36.5K. The position accounts for 0.03% of the portfolio, ranked #203.

Birchwood Financial Partners first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.5K in Q1 2026. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Birchwood Financial Partners held 1,515 shares of Pfizer worth $36.5K as of Q2 2026.
  • Birchwood Financial Partners left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.03% of Birchwood Financial Partners's portfolio in Q2 2026, its #203 holding.
  • Birchwood Financial Partners first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Pfizer position peaked at $42.5K in Q1 2026.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.