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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
Q2 		– Sell
-7,412
Closed -$208K – 77
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

O'Donnell Financial Services's PFE Position: Q2 2026 in Review

O'Donnell Financial Services sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,412 shares — an estimated $208K sold.

O'Donnell Financial Services first reported a position in PFE in Q3 2021 and held it in 10 quarters. The position peaked at $341K in Q4 2021. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • O'Donnell Financial Services reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • O'Donnell Financial Services sold 7,412 Pfizer shares in Q2 2026, an estimated $208K.
  • O'Donnell Financial Services first reported a position in Pfizer in Q3 2021 and held it in 10 quarters.
  • O'Donnell Financial Services's Pfizer position peaked at $341K in Q4 2021.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.