Northern Financial Advisors’s Pfizer PFE Stock Holding History

Northern Financial 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 Q1	$310K	Buy	+11,031	New	+$294K	0.23%	93
2025 Q4	–	Sell	-11,119	Closed	-$283K	–	111
2025 Q3	$283K	Buy	11,119 +2,262	+26%	+$55.8K	0.15%	106
2025 Q2	$215K	Sell	8,857 -563	-6%	-$13.1K	0.16%	103
2025 Q1	$239K	Sell	9,420 -3,890	-29%	-$102K	0.2%	98
2024 Q4	$353K	Buy	+13,310	New	+$361K	0.28%	85
2023 Q4	–	Sell	-8,208	Closed	-$272K	–	121
2023 Q3	$272K	Sell	8,208 -11,741	-59%	-$415K	0.25%	98
2023 Q2	$732K	Sell	19,949 -2,200	-10%	-$85.6K	0.64%	49
2023 Q1	$904K	Buy	22,149 +2,375	+12%	+$103K	0.85%	39
2022 Q4	$1.01M	Buy	+19,774	New	+$948K	1.15%	30

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Financial Advisors's PFE Position: Q1 2026 in Review

Northern Financial Advisors opened a new position in Pfizer (PFE) in Q1 2026: 11,031 shares worth $310K. The stake represents 0.23% of the portfolio and ranks #93 among its holdings. This is a return to the name: Northern Financial Advisors previously reported a position in PFE as recently as Q3 2025.

Northern Financial Advisors first reported a position in PFE in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Northern Financial Advisors held 11,031 shares of Pfizer worth $310K as of Q1 2026.
Pfizer was a new Northern Financial Advisors position in Q1 2026.
Pfizer made up 0.23% of Northern Financial Advisors's portfolio in Q1 2026, its #93 holding.
Northern Financial Advisors first reported a position in Pfizer in Q4 2022 and has held it in 9 quarters since.
Northern Financial Advisors's Pfizer position peaked at $1.01M in Q4 2022.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.