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Burkett Financial Services’s Pfizer PFE Stock Holding History

Burkett Financial Services’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 		$5.94K Buy
208
+3
+1% +$80 ﹤0.01% 319
2026
Q2 		$4.94K Sell
205
-1,370
-87% -$35.8K ﹤0.01% 207
2026
Q1 		$44.2K Buy
1,575
+40
+3% +$1.06K 0.02% 109
2025
Q4 		$38.2K Buy
1,535
+24
+2% +$605 0.01% 112
2025
Q3 		$38.5K Sell
1,511
-85
-5% -$2.1K 0.01% 109
2025
Q2 		$38.7K Sell
1,596
-201
-11% -$4.69K 0.01% 103
2025
Q1 		$45.5K Sell
1,797
-83
-4% -$2.17K 0.02% 95
2024
Q4 		$49.9K Buy
1,880
+30
+2% +$814 0.02% 85
2024
Q3 		$53.5K Sell
1,850
-256
-12% -$7.47K 0.02% 80
2024
Q2 		$58.9K Buy
2,106
+31
+1% +$853 0.03% 71
2024
Q1 		$57.6K Sell
2,075
-1,316
-39% -$36.5K 0.03% 77
2023
Q4 		$97.6K Buy
+3,391
New +$103K 0.05% 58

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Burkett Financial Services's PFE Position: Q3 2026 in Review

Burkett Financial Services increased its Pfizer (PFE) stake by 1.5% in Q3 2026, buying an estimated $80 and bringing the position to 208 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Burkett Financial Services first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $97.6K in Q4 2023. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Burkett Financial Services held 208 shares of Pfizer worth $5.94K as of Q3 2026.
  • Burkett Financial Services bought 3 Pfizer shares in Q3 2026, an estimated $80.
  • Pfizer made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #319 holding.
  • Burkett Financial Services first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Pfizer position peaked at $97.6K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.