Delta Financial Group’s Pfizer PFE Stock Holding History

Delta Financial Group’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
2025 Q1	$2.55M	Buy	97,540 +882	+0.9%	+$23.1K	0.58%	32
2024 Q4	$2.56M	Buy	+96,658	New	+$2.62M	0.6%	28
2024 Q2	–	Sell	-101,791	Closed	-$2.83M	–	199
2024 Q1	$2.83M	Sell	101,791 -321	-0.3%	-$8.91K	0.83%	22
2023 Q4	$2.94M	Sell	102,112 -1,966	-2%	-$59.4K	0.92%	16
2023 Q3	$3.45M	Buy	+104,078	New	+$3.68M	1.19%	12
2023 Q2	–	Sell	-105,080	Closed	-$4.29M	–	163
2023 Q1	$4.29M	Buy	105,080 +2,953	+3%	+$128K	1.68%	8
2022 Q4	$5.22M	Buy	+102,127	New	+$4.9M	2.31%	5

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Delta Financial Group's PFE Position: Q1 2025 in Review

Delta Financial Group increased its Pfizer (PFE) stake by 0.91% in Q1 2025, buying an estimated $23.1K and bringing the position to 97,540 shares worth $2.55M. The position accounts for 0.58% of the portfolio, ranked #32.

Delta Financial Group first reported a position in PFE in Q4 2022 and has held it in 7 quarters since. The position peaked at $5.22M in Q4 2022. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Delta Financial Group held 97,540 shares of Pfizer worth $2.55M as of Q1 2025.
Delta Financial Group bought 882 Pfizer shares in Q1 2025, an estimated $23.1K.
Pfizer made up 0.58% of Delta Financial Group's portfolio in Q1 2025, its #32 holding.
Delta Financial Group first reported a position in Pfizer in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's Pfizer position peaked at $5.22M in Q4 2022.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.