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IRON Financial’s Pfizer PFE Stock Holding History

IRON 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
Q1 		– Sell
-36,334
Closed -$905K – 157
2025
Q4 		$905K Buy
36,334
+594
+2% +$15K 0.42% 42
2025
Q3 		$911K Buy
+35,740
New +$882K 0.44% 41
2023
Q3 		– Sell
-8,657
Closed -$318K – 114
2023
Q2 		$318K Buy
8,657
+564
+7% +$22K 0.17% 68
2023
Q1 		$330K Buy
8,093
+105
+1% +$4.54K 0.18% 65
2022
Q4 		$409K Sell
7,988
-46
-0.6% -$2.21K 0.24% 62
2022
Q3 		$352K Buy
8,034
+227
+3% +$11K 0.19% 68
2022
Q2 		$409K Buy
7,807
+64
+0.8% +$3.26K 0.21% 64
2022
Q1 		$401K Sell
7,743
-5,847
-43% -$303K 0.18% 75
2021
Q4 		$803K Buy
13,590
+1,250
+10% +$61.9K 0.36% 38
2021
Q3 		$531K Buy
+12,340
New +$547K 0.25% 46

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

IRON Financial's PFE Position: Q1 2026 in Review

IRON Financial sold out of Pfizer (PFE) in Q1 2026, closing a stake of 36,334 shares — an estimated $905K sold.

IRON Financial first reported a position in PFE in Q3 2021 and held it in 10 quarters. The position peaked at $911K in Q3 2025. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • IRON Financial reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • IRON Financial sold 36,334 Pfizer shares in Q1 2026, an estimated $905K.
  • IRON Financial first reported a position in Pfizer in Q3 2021 and held it in 10 quarters.
  • IRON Financial's Pfizer position peaked at $911K in Q3 2025.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.