Novak & Powell Financial Services’s Pfizer PFE Stock Holding History

Novak & Powell 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 Q1	$353K	Buy	12,581 +59	+0.5%	+$1.57K	0.19%	106
2025 Q4	$312K	Sell	12,522 -435	-3%	-$11K	0.16%	117
2025 Q3	$330K	Buy	12,957 +61	+0.5%	+$1.51K	0.17%	110
2025 Q2	$313K	Sell	12,896 -155	-1%	-$3.62K	0.22%	101
2025 Q1	$331K	Buy	13,051 +134	+1%	+$3.51K	0.21%	101
2024 Q4	$343K	Buy	12,917 +52	+0.4%	+$1.41K	0.2%	98
2024 Q3	$372K	Buy	12,865 +47	+0.4%	+$1.37K	0.22%	95
2024 Q2	$359K	Buy	12,818 +24	+0.2%	+$661	0.22%	94
2024 Q1	$355K	Sell	12,794 -152	-1%	-$4.22K	0.27%	88
2023 Q4	$373K	Buy	+12,946	New	+$391K	0.25%	87

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

Novak & Powell Financial Services's PFE Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Pfizer (PFE) stake by 0.47% in Q1 2026, buying an estimated $1.57K and bringing the position to 12,581 shares worth $353K. The position accounts for 0.19% of the portfolio, ranked #106.

Novak & Powell Financial Services first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $373K in Q4 2023. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Novak & Powell Financial Services held 12,581 shares of Pfizer worth $353K as of Q1 2026.
Novak & Powell Financial Services bought 59 Pfizer shares in Q1 2026, an estimated $1.57K.
Pfizer made up 0.19% of Novak & Powell Financial Services's portfolio in Q1 2026, its #106 holding.
Novak & Powell Financial Services first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Pfizer position peaked at $373K in Q4 2023.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.