Miller Financial Services
PFE icon

Miller Financial Services’s Pfizer PFE Stock Holding History

Miller Financial Services’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 		$505K Sell
17,691
-200
-1% -$5.32K 0.38% 76
2026
Q2 		$431K Sell
17,891
-50
-0.3% -$1.31K 0.35% 84
2026
Q1 		$504K Sell
17,941
-340
-2% -$9.05K 0.55% 61
2025
Q4 		$455K Buy
18,281
+300
+2% +$7.56K 0.53% 55
2025
Q3 		$458K Sell
17,981
-212
-1% -$5.23K 0.53% 59
2025
Q2 		$441K Buy
18,193
+830
+5% +$19.4K 0.56% 58
2025
Q1 		$440K Buy
17,363
+1,133
+7% +$29.6K 0.63% 53
2024
Q4 		$431K Buy
+16,230
New +$440K 0.36% 85

Other funds holding PFE

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Miller Financial Services's PFE Position: Q3 2026 in Review

Miller Financial Services reduced its Pfizer (PFE) stake by 1.1% in Q3 2026, selling an estimated $5.32K and leaving 17,691 shares worth $505K. The position accounts for 0.38% of the portfolio, ranked #76.

Miller Financial Services first reported a position in PFE in Q4 2024 and has held it in 8 quarters since. 1,861 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Miller Financial Services held 17,691 shares of Pfizer worth $505K as of Q3 2026.
  • Miller Financial Services sold 200 Pfizer shares in Q3 2026, an estimated $5.32K.
  • Pfizer made up 0.38% of Miller Financial Services's portfolio in Q3 2026, its #76 holding.
  • Miller Financial Services first reported a position in Pfizer in Q4 2024 and has held it in 8 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.