O'Donnell Financial Services’s Pfizer PFE Stock Holding History

O'Donnell 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	$208K	Buy	+7,412	New	+$197K	0.07%	59
2023 Q4	–	Sell	-6,053	Closed	-$201K	–	38
2023 Q3	$201K	Hold	6,053	–	–	0.11%	29
2023 Q2	$222K	Sell	6,053 -58	-0.9%	-$2.26K	0.13%	23
2023 Q1	$249K	Buy	6,111 +44	+0.7%	+$1.9K	0.44%	13
2022 Q4	$311K	Sell	6,067 -168	-3%	-$8.05K	2.85%	11
2022 Q3	$273K	Sell	6,235 -66	-1%	-$3.21K	0.95%	18
2022 Q2	$331K	Sell	6,301 -15	-0.2%	-$764	0.27%	23
2022 Q1	$327K	Buy	6,316 +37	+0.6%	+$1.92K	0.15%	30
2021 Q4	$341K	Buy	6,279 +1,201	+24%	+$59.5K	0.16%	33
2021 Q3	$218K	Buy	+5,078	New	+$225K	0.1%	45

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

O'Donnell Financial Services's PFE Position: Q1 2026 in Review

O'Donnell Financial Services opened a new position in Pfizer (PFE) in Q1 2026: 7,412 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #59 among its holdings. This is a return to the name: O'Donnell Financial Services previously reported a position in PFE as recently as Q3 2023.

O'Donnell Financial Services first reported a position in PFE in Q3 2021 and has held it in 10 quarters since. The position peaked at $341K in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

O'Donnell Financial Services held 7,412 shares of Pfizer worth $208K as of Q1 2026.
Pfizer was a new O'Donnell Financial Services position in Q1 2026.
Pfizer made up 0.07% of O'Donnell Financial Services's portfolio in Q1 2026, its #59 holding.
O'Donnell Financial Services first reported a position in Pfizer in Q3 2021 and has held it in 10 quarters since.
O'Donnell Financial Services's Pfizer position peaked at $341K in Q4 2021.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.