Broyhill Asset Management
PFE icon

Broyhill Asset Management’s Pfizer PFE Stock Holding History

Broyhill Asset Management’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 		– Sell
-8,500
Closed -$205K – 69
2026
Q2 		$205K Hold
8,500
– – 0.18% 76
2026
Q1 		$239K Hold
8,500
– – 0.22% 71
2025
Q4 		$212K Hold
8,500
– – 0.19% 71
2025
Q3 		$217K Hold
8,500
– – 0.19% 75
2025
Q2 		$206K Hold
8,500
– – 0.19% 71
2025
Q1 		$215K Sell
8,500
-200
-2% -$5.23K 0.18% 73
2024
Q4 		$231K Buy
+8,700
New +$236K 0.2% 68

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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Broyhill Asset Management's PFE Position: Q3 2026 in Review

Broyhill Asset Management sold out of Pfizer (PFE) in Q3 2026, closing a stake of 8,500 shares — an estimated $205K sold.

Broyhill Asset Management first reported a position in PFE in Q4 2024 and held it in 7 quarters. The position peaked at $239K in Q1 2026. 2,002 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Broyhill Asset Management reported no remaining Pfizer position as of Q3 2026 after selling out during the quarter.
  • Broyhill Asset Management sold 8,500 Pfizer shares in Q3 2026, an estimated $205K.
  • Broyhill Asset Management first reported a position in Pfizer in Q4 2024 and held it in 7 quarters.
  • Broyhill Asset Management's Pfizer position peaked at $239K in Q1 2026.
  • 2,002 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Broyhill Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.