Meridian Financial Partners’s Pfizer PFE Stock Holding History

Meridian Financial Partners’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	$907K	Buy	33,476 +876	+3%	+$23.3K	0.34%	59
2025 Q4	$844K	Sell	32,600 -469	-1%	-$11.8K	0.33%	58
2025 Q3	$849K	Buy	33,069 +627	+2%	+$15.5K	0.35%	58
2025 Q2	$786K	Buy	32,442 +1,916	+6%	+$44.7K	0.37%	57
2025 Q1	$774K	Buy	30,526 +2,743	+10%	+$71.8K	0.39%	55
2024 Q4	$737K	Sell	27,783 -4,785	-15%	-$130K	0.39%	55
2024 Q3	$943K	Sell	32,568 -255	-0.8%	-$7.44K	0.48%	49
2024 Q2	$975K	Buy	+32,823	New	+$904K	0.58%	45
2023 Q3	–	Sell	-29,374	Closed	-$1.08M	–	78
2023 Q2	$1.08M	Buy	+29,374	New	+$1.14M	0.65%	40
2022 Q3	–	Sell	-10,396	Closed	-$540K	–	74
2022 Q2	$540K	Buy	+10,396	New	+$530K	0.37%	55
2022 Q1	–	Sell	-10,541	Closed	-$564K	–	72
2021 Q4	$564K	Sell	10,541 -225	-2%	-$11.1K	0.38%	52
2021 Q3	$446K	Buy	10,766 +225	+2%	+$9.97K	0.3%	56
2021 Q2	$433K	Sell	10,541 -126	-1%	-$4.9K	0.3%	55
2021 Q1	$416K	Buy	10,667 +132	+1%	+$4.69K	0.31%	52
2020 Q4	$385K	Sell	10,535 -622	-6%	-$22.8K	0.3%	52
2020 Q3	$401K	Buy	11,157 +257	+2%	+$9.01K	0.34%	51
2020 Q2	$364K	Buy	+10,900	New	+$370K	0.33%	50

Other funds holding PFE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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