Brown Financial Advisors’s Pfizer PFE Stock Holding History

Brown 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 Q1	–	Sell	-10,372	Closed	-$258K	–	211
2025 Q4	$258K	Sell	10,372 -1,103	-10%	-$27.8K	0.09%	146
2025 Q3	$292K	Sell	11,475 -35,067	-75%	-$866K	0.11%	137
2025 Q2	$1.13M	Sell	46,542 -8,505	-15%	-$198K	0.44%	81
2025 Q1	$1.39M	Buy	55,047 +3,005	+6%	+$78.6K	0.58%	66
2024 Q4	$1.38M	Buy	52,042 +8,154	+19%	+$221K	0.55%	58
2024 Q3	$1.27M	Buy	43,888 +18,684	+74%	+$545K	0.52%	61
2024 Q2	$705K	Buy	+25,204	New	+$694K	0.32%	104

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Brown Financial Advisors's PFE Position: Q1 2026 in Review

Brown Financial Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 10,372 shares — an estimated $258K sold.

Brown Financial Advisors first reported a position in PFE in Q2 2024 and held it in 7 quarters. The position peaked at $1.39M in Q1 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Brown Financial Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
Brown Financial Advisors sold 10,372 Pfizer shares in Q1 2026, an estimated $258K.
Brown Financial Advisors first reported a position in Pfizer in Q2 2024 and held it in 7 quarters.
Brown Financial Advisors's Pfizer position peaked at $1.39M in Q1 2025.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.