Howard Financial Services
PFE icon

Howard Financial Services’s Pfizer PFE Stock Holding History

Howard Financial Services’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
Q3 		$415K Buy
14,549
+1,942
+15% +$51.7K 0.04% 152
2026
Q2 		$304K Buy
12,607
+1,518
+14% +$39.7K 0.03% 174
2026
Q1 		$311K Buy
11,089
+301
+3% +$8.01K 0.04% 167
2025
Q4 		$269K Buy
+10,788
New +$272K 0.03% 167
2025
Q1 		– Sell
-11,922
Closed -$316K – 191
2024
Q4 		$316K Sell
11,922
-1,299
-10% -$35.2K 0.04% 140
2024
Q3 		$383K Buy
13,221
+511
+4% +$14.9K 0.06% 110
2024
Q2 		$356K Buy
12,710
+156
+1% +$4.3K 0.06% 108
2024
Q1 		$348K Buy
12,554
+495
+4% +$13.7K 0.06% 111
2023
Q4 		$347K Buy
+12,059
New +$365K 0.07% 111
2023
Q3 		– Sell
-5,779
Closed -$212K – 154
2023
Q2 		$212K Sell
5,779
-6
-0.1% -$234 0.05% 129
2023
Q1 		$236K Buy
5,785
+1,393
+32% +$60.2K 0.06% 120
2022
Q4 		$225K Buy
+4,392
New +$211K 0.06% 121
2022
Q1 		– Sell
-4,616
Closed -$273K – 147
2021
Q4 		$273K Buy
+4,616
New +$229K 0.08% 99

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Howard Financial Services's PFE Position: Q3 2026 in Review

Howard Financial Services increased its Pfizer (PFE) stake by 15% in Q3 2026, buying an estimated $51.7K and bringing the position to 14,549 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #152.

Howard Financial Services first reported a position in PFE in Q4 2021 and has held it in 13 quarters since. 2,002 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Howard Financial Services held 14,549 shares of Pfizer worth $415K as of Q3 2026.
  • Howard Financial Services bought 1,942 Pfizer shares in Q3 2026, an estimated $51.7K.
  • Pfizer made up 0.04% of Howard Financial Services's portfolio in Q3 2026, its #152 holding.
  • Howard Financial Services first reported a position in Pfizer in Q4 2021 and has held it in 13 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.