DBFM
PFE icon

Dickmeyer Boyce Financial Management’s Pfizer PFE Stock Holding History

Dickmeyer Boyce Financial 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 		$664K Sell
23,284
-1,187
-5% -$31.6K 0.34% 71
2026
Q2 		$589K Buy
24,471
+1,547
+7% +$40.5K 0.31% 77
2026
Q1 		$644K Buy
+22,924
New +$610K 0.38% 67

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
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
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
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Dickmeyer Boyce Financial Management's PFE Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Pfizer (PFE) stake by 4.9% in Q3 2026, selling an estimated $31.6K and leaving 23,284 shares worth $664K. The position accounts for 0.34% of the portfolio, ranked #71.

Dickmeyer Boyce Financial Management first reported a position in PFE in Q1 2026 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 23,284 shares of Pfizer worth $664K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 1,187 Pfizer shares in Q3 2026, an estimated $31.6K.
  • Pfizer made up 0.34% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #71 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Pfizer in Q1 2026 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.