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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Burkett Financial Services's PFE Position: Q2 2026 in Review

Burkett Financial Services reduced its Pfizer (PFE) stake by 87% in Q2 2026, selling an estimated $35.8K and leaving 205 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Burkett Financial Services first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $97.6K in Q4 2023. 1,314 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Burkett Financial Services held 205 shares of Pfizer worth $4.94K as of Q2 2026.
Burkett Financial Services sold 1,370 Pfizer shares in Q2 2026, an estimated $35.8K.
Pfizer made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #207 holding.
Burkett Financial Services first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Pfizer position peaked at $97.6K in Q4 2023.
1,314 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.