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KKM Financial’s Pfizer PFE Stock Holding History

KKM 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 		$4.12M Hold
165,300
– – 0.73% 66
2025
Q4 		$4.12M Buy
165,300
+15,304
+10% +$386K 0.73% 66
2025
Q3 		$3.82M Buy
149,996
+33,601
+29% +$829K 1.2% 41
2025
Q2 		$2.82M Buy
116,395
+23,629
+25% +$551K 0.98% 49
2025
Q1 		$2.35M Buy
92,766
+15,691
+20% +$411K 0.99% 49
2024
Q4 		$2.04M Buy
77,075
+3,404
+5% +$92.3K 0.85% 46
2024
Q3 		$2.13M Buy
73,671
+3,767
+5% +$110K 1.05% 42
2024
Q2 		$1.96M Buy
69,904
+1,541
+2% +$42.4K 0.93% 45
2024
Q1 		$1.9M Buy
68,363
+27,064
+66% +$751K 0.92% 51
2023
Q4 		$1.19M Buy
+41,299
New +$1.25M 0.75% 53

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

KKM Financial's PFE Position: Q1 2026 in Review

KKM Financial held its Pfizer (PFE) position steady in Q1 2026 at 165,300 shares worth $4.12M. The position accounts for 0.73% of the portfolio, ranked #66.

KKM Financial first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • KKM Financial held 165,300 shares of Pfizer worth $4.12M as of Q1 2026.
  • KKM Financial left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.73% of KKM Financial's portfolio in Q1 2026, its #66 holding.
  • KKM Financial first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.