KFP
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Kerr Financial Planning’s Pfizer PFE Stock Holding History

Kerr Financial Planning’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 		$39.7K Buy
1,648
+4
+0.2% +$105 0.04% 202
2026
Q1 		$43.7K Buy
1,644
+19
+1% +$506 0.03% 189
2025
Q4 		$43.8K Buy
1,625
+18
+1% +$454 0.06% 191
2025
Q3 		$41K Buy
+1,607
New +$39.7K 0.06% 184

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kerr Financial Planning's PFE Position: Q2 2026 in Review

Kerr Financial Planning increased its Pfizer (PFE) stake by 0.24% in Q2 2026, buying an estimated $105 and bringing the position to 1,648 shares worth $39.7K. The position accounts for 0.04% of the portfolio, ranked #202.

Kerr Financial Planning first reported a position in PFE in Q3 2025 and has held it in 4 quarters since. The position peaked at $43.8K in Q4 2025. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Kerr Financial Planning held 1,648 shares of Pfizer worth $39.7K as of Q2 2026.
  • Kerr Financial Planning bought 4 Pfizer shares in Q2 2026, an estimated $105.
  • Pfizer made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #202 holding.
  • Kerr Financial Planning first reported a position in Pfizer in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Pfizer position peaked at $43.8K in Q4 2025.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.