FFA
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Fi3 Financial Advisors’s Pfizer PFE Stock Holding History

Fi3 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
Q1 		$348K Buy
12,391
+2,381
+24% +$63.4K 0.1% 120
2025
Q4 		$249K Buy
10,010
+285
+3% +$7.19K 0.08% 151
2025
Q3 		$248K Buy
9,725
+1,243
+15% +$30.7K 0.08% 123
2025
Q2 		$206K Buy
8,482
+404
+5% +$9.42K 0.07% 161
2025
Q1 		$205K Sell
8,078
-4,615
-36% -$121K 0.08% 127
2024
Q4 		$337K Buy
+12,693
New +$344K 0.13% 67
2023
Q3 		– Sell
-5,512
Closed -$202K – 77
2023
Q2 		$202K Buy
+5,512
New +$215K 0.11% 65
2023
Q1 		– Sell
-5,290
Closed -$271K – 81
2022
Q4 		$271K Buy
+5,290
New +$254K 0.16% 49

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fi3 Financial Advisors's PFE Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Pfizer (PFE) stake by 24% in Q1 2026, buying an estimated $63.4K and bringing the position to 12,391 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #120.

Fi3 Financial Advisors first reported a position in PFE in Q4 2022 and has held it in 8 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Fi3 Financial Advisors held 12,391 shares of Pfizer worth $348K as of Q1 2026.
  • Fi3 Financial Advisors bought 2,381 Pfizer shares in Q1 2026, an estimated $63.4K.
  • Pfizer made up 0.1% of Fi3 Financial Advisors's portfolio in Q1 2026, its #120 holding.
  • Fi3 Financial Advisors first reported a position in Pfizer in Q4 2022 and has held it in 8 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.