Delta Financial Advisors’s Pfizer PFE Stock Holding History

Delta 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	$613K	Buy	25,454 +188	+0.7%	+$4.92K	0.15%	109
2026 Q1	$709K	Buy	25,266 +398	+2%	+$10.6K	0.18%	103
2025 Q4	$619K	Buy	24,868 +1,104	+5%	+$27.8K	0.16%	106
2025 Q3	$606K	Buy	23,764 +1,918	+9%	+$47.3K	0.17%	100
2025 Q2	$530K	Buy	21,846 +177	+0.8%	+$4.13K	0.19%	84
2025 Q1	$549K	Sell	21,669 -20	-0.1%	-$523	0.21%	83
2024 Q4	$575K	Sell	21,689 -13,752	-39%	-$373K	0.21%	83
2024 Q3	$1.03M	Buy	35,441 +5,653	+19%	+$165K	0.37%	74
2024 Q2	$833K	Sell	29,788 -231	-0.8%	-$6.36K	0.32%	74
2024 Q1	$833K	Buy	30,019 +9,726	+48%	+$270K	0.33%	76
2023 Q4	$584K	Sell	20,293 -39,393	-66%	-$1.19M	0.25%	86
2023 Q3	$1.98M	Buy	59,686 +8,569	+17%	+$303K	0.89%	39
2023 Q2	$1.87M	Buy	51,117 +6,236	+14%	+$243K	0.83%	42
2023 Q1	$1.83M	Sell	44,881 -1,869	-4%	-$80.7K	0.88%	42
2022 Q4	$2.4M	Buy	46,750 +108	+0.2%	+$5.18K	1.16%	31
2022 Q3	$2.04M	Buy	46,642 +883	+2%	+$42.9K	1.08%	32
2022 Q2	$2.4M	Buy	45,759 +463	+1%	+$23.6K	1.2%	24
2022 Q1	$2.35M	Sell	45,296 -268	-0.6%	-$13.9K	1%	35
2021 Q4	$2.69M	Buy	45,564 +1,315	+3%	+$65.2K	1.1%	28
2021 Q3	$1.9M	Buy	44,249 +131	+0.3%	+$5.8K	0.85%	43
2021 Q2	$1.73M	Buy	44,118 +3,834	+10%	+$149K	0.76%	51
2021 Q1	$1.46M	Buy	40,284 +1,230	+3%	+$43.7K	0.68%	57
2020 Q4	$1.44M	Sell	39,054 -3,429	-8%	-$126K	0.72%	56
2020 Q3	$1.48M	Buy	42,483 +16,910	+66%	+$593K	0.82%	48
2020 Q2	$793K	Buy	25,573 +1,667	+7%	+$56.6K	0.47%	71
2020 Q1	$740K	Sell	23,906 -9,897	-29%	-$337K	0.51%	69
2019 Q4	$1.26M	Sell	33,803 -207	-0.6%	-$7.37K	0.49%	67
2019 Q3	$1.16M	Buy	34,010 +9	+0%	+$327	0.47%	69
2019 Q2	$1.4M	Buy	+34,001	New	+$1.35M	0.58%	62

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Delta Financial Advisors increased its Pfizer (PFE) stake by 0.74% in Q2 2026, buying an estimated $4.92K and bringing the position to 25,454 shares worth $613K. The position accounts for 0.15% of the portfolio, ranked #109.

Delta Financial Advisors first reported a position in PFE in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.69M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Delta Financial Advisors held 25,454 shares of Pfizer worth $613K as of Q2 2026.
Delta Financial Advisors bought 188 Pfizer shares in Q2 2026, an estimated $4.92K.
Pfizer made up 0.15% of Delta Financial Advisors's portfolio in Q2 2026, its #109 holding.
Delta Financial Advisors first reported a position in Pfizer in Q2 2019 and has held it in 29 quarters since.
Delta Financial Advisors's Pfizer position peaked at $2.69M in Q4 2021.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.