Goodman Financial’s Pfizer PFE Stock Holding History

Goodman Financial’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	$18M	Buy	746,502 +104,250	+16%	+$2.73M	2.78%	10
2026 Q1	$18M	Buy	642,252 +21,038	+3%	+$560K	3.1%	7
2025 Q4	$15.5M	Buy	621,214 +137,772	+28%	+$3.47M	2.93%	14
2025 Q3	$12.3M	Buy	483,442 +9,442	+2%	+$233K	2.4%	22
2025 Q2	$11.5M	Buy	474,000 +29,398	+7%	+$686K	2.31%	26
2025 Q1	$11.3M	Buy	444,602 +12,331	+3%	+$323K	2.43%	26
2024 Q4	$11.5M	Buy	432,271 +22,609	+6%	+$613K	2.45%	27
2024 Q3	$11.9M	Buy	409,662 +15,981	+4%	+$466K	2.65%	24
2024 Q2	$11M	Buy	393,681 +45,326	+13%	+$1.25M	2.45%	24
2024 Q1	$9.67M	Buy	348,355 +78,649	+29%	+$2.18M	2.21%	29
2023 Q4	$7.76M	Buy	269,706 +11,826	+5%	+$357K	2.08%	28
2023 Q3	$8.55M	Buy	257,880 +15,476	+6%	+$547K	2.5%	27
2023 Q2	$8.89M	Buy	242,404 +7,522	+3%	+$293K	2.46%	27
2023 Q1	$9.58M	Buy	+234,882	New	+$10.1M	2.78%	22
2018 Q1	–	Sell	-820	Closed	-$28K	–	110
2017 Q4	$28K	Buy	+820	New	+$28K	0.01%	105

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

Goodman Financial's PFE Position: Q2 2026 in Review

Goodman Financial increased its Pfizer (PFE) stake by 16% in Q2 2026, buying an estimated $2.73M and bringing the position to 746,502 shares worth $18M. The position accounts for 2.78% of the portfolio, ranked #10.

Goodman Financial first reported a position in PFE in Q4 2017 and has held it in 15 quarters since. The position peaked at $18M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Goodman Financial held 746,502 shares of Pfizer worth $18M as of Q2 2026.
Goodman Financial bought 104,250 Pfizer shares in Q2 2026, an estimated $2.73M.
Pfizer made up 2.78% of Goodman Financial's portfolio in Q2 2026, its #10 holding.
Goodman Financial first reported a position in Pfizer in Q4 2017 and has held it in 15 quarters since.
Goodman Financial's Pfizer position peaked at $18M in Q1 2026.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Goodman Financial's 13F filing for Q2 2026, filed 29 Jul 2026.