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Herold Advisors’s Pfizer PFE Stock Holding History

Herold 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 		$2.11M Buy
75,030
+3,642
+5% +$97K 0.46% 60
2025
Q4 		$1.78M Buy
71,388
+1,162
+2% +$29.3K 0.4% 69
2025
Q3 		$1.79M Sell
70,226
-5,629
-7% -$139K 0.41% 66
2025
Q2 		$1.84M Buy
75,855
+7,929
+12% +$185K 0.39% 73
2025
Q1 		$1.72M Sell
67,926
-1,636
-2% -$42.8K 0.38% 77
2024
Q4 		$1.85M Buy
69,562
+1,304
+2% +$35.4K 0.4% 66
2024
Q3 		$1.98M Buy
68,258
+6,182
+10% +$180K 0.43% 62
2024
Q2 		$1.74M Buy
62,076
+5,957
+11% +$164K 0.4% 66
2024
Q1 		$1.56M Sell
56,119
-7,643
-12% -$212K 0.38% 73
2023
Q4 		$1.84M Buy
63,762
+1,026
+2% +$31K 0.51% 62
2023
Q3 		$2.08M Buy
62,736
+9,711
+18% +$343K 0.63% 45
2023
Q2 		$1.94M Buy
53,025
+3,034
+6% +$118K 0.6% 50
2023
Q1 		$2.04M Buy
49,991
+15,710
+46% +$679K 0.71% 36
2022
Q4 		$1.76M Buy
34,281
+2,180
+7% +$105K 0.74% 43
2022
Q3 		$1.4M Buy
32,101
+319
+1% +$15.5K 0.67% 50
2022
Q2 		$1.67M Sell
31,782
-1,687
-5% -$86K 0.74% 41
2022
Q1 		$1.73M Buy
33,469
+489
+1% +$25.4K 0.62% 48
2021
Q4 		$1.95M Buy
32,980
+883
+3% +$43.7K 0.76% 42
2021
Q3 		$1.38M Buy
+32,097
New +$1.42M 0.54% 58

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

Herold Advisors's PFE Position: Q1 2026 in Review

Herold Advisors increased its Pfizer (PFE) stake by 5.1% in Q1 2026, buying an estimated $97K and bringing the position to 75,030 shares worth $2.11M. The position accounts for 0.46% of the portfolio, ranked #60.

Herold Advisors first reported a position in PFE in Q3 2021 and has held it in 19 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Herold Advisors held 75,030 shares of Pfizer worth $2.11M as of Q1 2026.
  • Herold Advisors bought 3,642 Pfizer shares in Q1 2026, an estimated $97K.
  • Pfizer made up 0.46% of Herold Advisors's portfolio in Q1 2026, its #60 holding.
  • Herold Advisors first reported a position in Pfizer in Q3 2021 and has held it in 19 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.