James J. Burns & Company’s Pfizer PFE Stock Holding History

James J. Burns & Company’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	$294K	Buy	12,196 +19	+0.2%	+$497	0.03%	134
2026 Q1	$342K	Sell	12,177 -1,104	-8%	-$29.4K	0.05%	114
2025 Q4	$331K	Sell	13,281 -1,052	-7%	-$26.5K	0.05%	121
2025 Q3	$365K	Sell	14,333 -256	-2%	-$6.32K	0.05%	109
2025 Q2	$354K	Sell	14,589 -851	-6%	-$19.8K	0.06%	107
2025 Q1	$391K	Buy	15,440 +528	+4%	+$13.8K	0.07%	98
2024 Q4	$396K	Buy	14,912 +605	+4%	+$16.4K	0.07%	97
2024 Q3	$414K	Sell	14,307 -132	-0.9%	-$3.85K	0.07%	90
2024 Q2	$404K	Buy	14,439 +494	+4%	+$13.6K	0.08%	86
2024 Q1	$384K	Sell	13,945 -155	-1%	-$4.3K	0.13%	62
2023 Q4	$405K	Buy	+14,100	New	+$426K	0.1%	78
2023 Q3	–	Sell	-5,557	Closed	-$203K	–	109
2023 Q2	$203K	Buy	5,557 +587	+12%	+$22.8K	0.05%	107
2023 Q1	$203K	Buy	+4,970	New	+$215K	0.05%	109

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

James J. Burns & Company's PFE Position: Q2 2026 in Review

James J. Burns & Company increased its Pfizer (PFE) stake by 0.16% in Q2 2026, buying an estimated $497 and bringing the position to 12,196 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #134.

James J. Burns & Company first reported a position in PFE in Q1 2023 and has held it in 13 quarters since. The position peaked at $414K in Q3 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

James J. Burns & Company held 12,196 shares of Pfizer worth $294K as of Q2 2026.
James J. Burns & Company bought 19 Pfizer shares in Q2 2026, an estimated $497.
Pfizer made up 0.03% of James J. Burns & Company's portfolio in Q2 2026, its #134 holding.
James J. Burns & Company first reported a position in Pfizer in Q1 2023 and has held it in 13 quarters since.
James J. Burns & Company's Pfizer position peaked at $414K in Q3 2024.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.