Goepper Burkhardt’s Pfizer PFE Stock Holding History

Goepper Burkhardt’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	$278K	Sell	11,561 -156	-1%	-$4.08K	0.08%	88
2026 Q1	$329K	Sell	11,717 -739	-6%	-$19.7K	0.11%	77
2025 Q4	$310K	Sell	12,456 -3,197	-20%	-$80.6K	0.1%	79
2025 Q3	$399K	Sell	15,653 -2,341	-13%	-$57.8K	0.14%	69
2025 Q2	$436K	Buy	+17,994	New	+$420K	0.16%	68
2023 Q4	–	Sell	-6,238	Closed	-$207K	–	82
2023 Q3	$207K	Sell	6,238 -300	-5%	-$10.6K	0.13%	65
2023 Q2	$240K	Sell	6,538 -480	-7%	-$18.7K	0.14%	59
2023 Q1	$286K	Sell	7,018 -584	-8%	-$25.2K	0.19%	53
2022 Q4	$390K	Buy	7,602 +84	+1%	+$4.03K	0.27%	37
2022 Q3	$329K	Hold	7,518	–	–	0.24%	39
2022 Q2	$394K	Hold	7,518	–	–	0.28%	37
2022 Q1	$389K	Buy	7,518 +335	+5%	+$17.4K	0.24%	42
2021 Q4	$424K	Buy	7,183 +2	+0%	+$99	0.25%	42
2021 Q3	$309K	Hold	7,181	–	–	0.2%	49
2021 Q2	$281K	Buy	7,181 +291	+4%	+$11.3K	0.18%	53
2021 Q1	$250K	Buy	6,890 +16	+0.2%	+$568	0.17%	57
2020 Q4	$253K	Buy	+6,874	New	+$252K	0.18%	55

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

Goepper Burkhardt's PFE Position: Q2 2026 in Review

Goepper Burkhardt reduced its Pfizer (PFE) stake by 1.3% in Q2 2026, selling an estimated $4.08K and leaving 11,561 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #88.

Goepper Burkhardt first reported a position in PFE in Q4 2020 and has held it in 17 quarters since. The position peaked at $436K in Q2 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Goepper Burkhardt held 11,561 shares of Pfizer worth $278K as of Q2 2026.
Goepper Burkhardt sold 156 Pfizer shares in Q2 2026, an estimated $4.08K.
Pfizer made up 0.08% of Goepper Burkhardt's portfolio in Q2 2026, its #88 holding.
Goepper Burkhardt first reported a position in Pfizer in Q4 2020 and has held it in 17 quarters since.
Goepper Burkhardt's Pfizer position peaked at $436K in Q2 2025.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.