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Brendel Financial Advisors’s Pfizer PFE Stock Holding History

Brendel Financial Advisors’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 		$1.97M Sell
81,988
-200
-0.2% -$5.23K 0.91% 44
2026
Q1 		$2.31M Sell
82,188
-6,273
-7% -$167K 1.14% 44
2025
Q4 		$2.2M Sell
88,461
-519
-0.6% -$13.1K 1.08% 44
2025
Q3 		$2.27M Buy
88,980
+7
+0% +$173 1.16% 43
2025
Q2 		$2.16M Sell
88,973
-5,063
-5% -$118K 1.21% 41
2025
Q1 		$2.38M Sell
94,036
-8,960
-9% -$234K 1.45% 28
2024
Q4 		$2.73M Sell
102,996
-3,987
-4% -$108K 1.65% 25
2024
Q3 		$3.1M Buy
106,983
+125
+0.1% +$3.65K 1.76% 20
2024
Q2 		$2.99M Buy
+106,858
New +$2.94M 1.9% 24
2024
Q1 		– Sell
-99,131
Closed -$2.85M – 88
2023
Q4 		$2.85M Buy
+99,131
New +$3M 1.87% 23
2023
Q2 		– Sell
-133,502
Closed -$5.45M – 81
2023
Q1 		$5.45M Buy
+133,502
New +$5.77M 4.03% 3
2022
Q3 		– Sell
-99,618
Closed -$5.22M – 86
2022
Q2 		$5.22M Sell
99,618
-47,130
-32% -$2.4M 4.55% 3
2022
Q1 		$7.6M Buy
146,748
+47,035
+47% +$2.44M 4.13% 2
2021
Q4 		$5.89M Buy
+99,713
New +$4.94M 3.05% 2
2021
Q3 		– Sell
-99,609
Closed -$3.9M – 223
2021
Q2 		$3.9M Hold
99,609
– – 2.15% 12
2021
Q1 		$3.61M Hold
99,609
– – 2.42% 11
2020
Q4 		$3.67M Sell
99,609
-5,379
-5% -$197K 2.49% 10
2020
Q3 		$3.66M Sell
104,988
-140
-0.1% -$4.91K 2.93% 6
2020
Q2 		$3.26M Hold
105,128
– – 2.81% 5
2020
Q1 		$3.26M Hold
105,128
– – 3.84% 3
2019
Q4 		$3.91M Sell
105,128
-237
-0.2% -$8.44K 3.32% 4
2019
Q3 		$3.59M Sell
105,365
-316
-0.3% -$11.5K 3.23% 6
2019
Q2 		$4.34M Hold
105,681
– – 4.2% 3
2019
Q1 		$4.26M Sell
105,681
-1,645
-2% -$65.9K 3.82% 4
2018
Q4 		$4.45M Buy
+107,326
New +$4.46M 5.11% 1

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

Brendel Financial Advisors's PFE Position: Q2 2026 in Review

Brendel Financial Advisors reduced its Pfizer (PFE) stake by 0.24% in Q2 2026, selling an estimated $5.23K and leaving 81,988 shares worth $1.97M. The position accounts for 0.91% of the portfolio, ranked #44.

Brendel Financial Advisors first reported a position in PFE in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.6M in Q1 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Brendel Financial Advisors held 81,988 shares of Pfizer worth $1.97M as of Q2 2026.
  • Brendel Financial Advisors sold 200 Pfizer shares in Q2 2026, an estimated $5.23K.
  • Pfizer made up 0.91% of Brendel Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Brendel Financial Advisors first reported a position in Pfizer in Q4 2018 and has held it in 25 quarters since.
  • Brendel Financial Advisors's Pfizer position peaked at $7.6M in Q1 2022.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.