Gerald Baker Financial Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$637K Buy
26,461
+1,261
+5% +$33K 0.18% 81
2026
Q1
$708K Buy
+25,200
New +$671K 0.22% 74

Other funds holding PFE

Gerald Baker Financial Group's PFE Position: Q2 2026 in Review

Gerald Baker Financial Group increased its Pfizer (PFE) stake by 5% in Q2 2026, buying an estimated $33K and bringing the position to 26,461 shares worth $637K. The position accounts for 0.18% of the portfolio, ranked #81.

Gerald Baker Financial Group first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $708K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Gerald Baker Financial Group held 26,461 shares of Pfizer worth $637K as of Q2 2026.
  • Gerald Baker Financial Group bought 1,261 Pfizer shares in Q2 2026, an estimated $33K.
  • Pfizer made up 0.18% of Gerald Baker Financial Group's portfolio in Q2 2026, its #81 holding.
  • Gerald Baker Financial Group first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's Pfizer position peaked at $708K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.