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Norris Financial Group’s Pfizer PFE Stock Holding History

Norris Financial Group’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 		$2.51M Buy
89,229
+70,226
+370% +$1.87M 0.82% 41
2025
Q4 		$473K Buy
19,003
+1,100
+6% +$27.7K 0.16% 67
2025
Q3 		$456K Sell
17,903
-43,667
-71% -$1.08M 0.17% 64
2025
Q2 		$1.49M Sell
61,570
-6,691
-10% -$156K 0.61% 47
2025
Q1 		$1.73M Buy
68,261
+43,558
+176% +$1.14M 0.81% 34
2024
Q4 		$655K Sell
24,703
-37,872
-61% -$1.03M 0.31% 54
2024
Q3 		$1.81M Sell
62,575
-203
-0.3% -$5.92K 0.89% 30
2024
Q2 		$1.76M Buy
62,778
+13,943
+29% +$384K 0.91% 32
2024
Q1 		$1.36M Buy
48,835
+31,500
+182% +$874K 0.74% 38
2023
Q4 		$499K Buy
17,335
+858
+5% +$25.9K 0.3% 46
2023
Q3 		$547K Buy
16,477
+766
+5% +$27.1K 0.38% 46
2023
Q2 		$576K Buy
15,711
+907
+6% +$35.3K 0.4% 47
2023
Q1 		$604K Buy
14,804
+779
+6% +$33.6K 0.44% 43
2022
Q4 		$719K Sell
14,025
-2
-0% -$96 0.61% 39
2022
Q3 		$614K Buy
14,027
+38
+0.3% +$1.85K 0.56% 38
2022
Q2 		$733K Sell
13,989
-1,933
-12% -$98.5K 0.59% 36
2022
Q1 		$824K Sell
15,922
-513
-3% -$26.6K 0.5% 45
2021
Q4 		$970K Buy
+16,435
New +$814K 0.59% 36

Other funds holding PFE

BlackRock
BlackRock New York $5.7T 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