MBA Advisors
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MBA Advisors’s Pfizer PFE Stock Holding History

MBA Advisors’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 		$641K Buy
22,482
+19
+0.1% +$505 0.21% 82
2026
Q2 		$541K Buy
22,463
+608
+3% +$15.9K 0.18% 90
2026
Q1 		$614K Buy
21,855
+57
+0.3% +$1.52K 0.24% 74
2025
Q4 		$543K Buy
21,798
+2,151
+11% +$54.2K 0.22% 81
2025
Q3 		$501K Buy
19,647
+610
+3% +$15.1K 0.21% 82
2025
Q2 		$461K Buy
19,037
+932
+5% +$21.7K 0.21% 86
2025
Q1 		$459K Buy
18,105
+7,325
+68% +$192K 0.23% 80
2024
Q4 		$286K Sell
10,780
-1,276
-11% -$34.6K 0.14% 108
2024
Q3 		$349K Sell
12,056
-3,066
-20% -$89.4K 0.17% 97
2024
Q2 		$423K Sell
15,122
-712
-4% -$19.6K 0.22% 82
2024
Q1 		$439K Sell
15,834
-73
-0.5% -$2.03K 0.23% 80
2023
Q4 		$458K Sell
15,907
-1,218
-7% -$36.8K 0.26% 80
2023
Q3 		$568K Buy
17,125
+506
+3% +$17.9K 0.35% 65
2023
Q2 		$610K Sell
16,619
-606
-4% -$23.6K 0.36% 62
2023
Q1 		$703K Buy
17,225
+52
+0.3% +$2.25K 0.44% 58
2022
Q4 		$880K Buy
17,173
+102
+0.6% +$4.89K 0.58% 48
2022
Q3 		$747K Buy
17,071
+2
+0% +$97 0.54% 49
2022
Q2 		$895K Buy
17,069
+9
+0.1% +$459 0.62% 43
2022
Q1 		$883K Sell
17,060
-1,250
-7% -$64.9K 0.55% 52
2021
Q4 		$1.08M Buy
18,310
+3,584
+24% +$178K 0.67% 41
2021
Q3 		$633K Buy
14,726
+192
+1% +$8.51K 0.47% 59
2021
Q2 		$569K Buy
14,534
+137
+1% +$5.33K 0.26% 68
2021
Q1 		$522K Buy
+14,397
New +$511K 0.29% 68

Other funds holding PFE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MBA Advisors's PFE Position: Q3 2026 in Review

MBA Advisors increased its Pfizer (PFE) stake by 0.08% in Q3 2026, buying an estimated $505 and bringing the position to 22,482 shares worth $641K. The position accounts for 0.21% of the portfolio, ranked #82.

MBA Advisors first reported a position in PFE in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.08M in Q4 2021. 2,223 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • MBA Advisors held 22,482 shares of Pfizer worth $641K as of Q3 2026.
  • MBA Advisors bought 19 Pfizer shares in Q3 2026, an estimated $505.
  • Pfizer made up 0.21% of MBA Advisors's portfolio in Q3 2026, its #82 holding.
  • MBA Advisors first reported a position in Pfizer in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's Pfizer position peaked at $1.08M in Q4 2021.
  • 2,223 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.