Sather Financial Group’s Pfizer PFE Stock Holding History

Sather 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	$279K	Sell	9,945 -653	-6%	-$17.4K	0.02%	86
2025 Q4	$264K	Sell	10,598 -160	-1%	-$4.04K	0.01%	93
2025 Q3	$274K	Buy	10,758 +963	+10%	+$23.8K	0.01%	88
2025 Q2	$237K	Hold	9,795	–	–	0.01%	101
2025 Q1	$248K	Hold	9,795	–	–	0.02%	85
2024 Q4	$260K	Hold	9,795	–	–	0.02%	79
2024 Q3	$283K	Hold	9,795	–	–	0.02%	79
2024 Q2	$274K	Sell	9,795 -4,100	-30%	-$113K	0.02%	73
2024 Q1	$386K	Hold	13,895	–	–	0.03%	66
2023 Q4	$400K	Hold	13,895	–	–	0.03%	60
2023 Q3	$461K	Hold	13,895	–	–	0.04%	60
2023 Q2	$510K	Hold	13,895	–	–	0.04%	63
2023 Q1	$567K	Hold	13,895	–	–	0.05%	61
2022 Q4	$712K	Hold	13,895	–	–	0.06%	67
2022 Q3	$608K	Hold	13,895	–	–	0.07%	47
2022 Q2	$729K	Hold	13,895	–	–	0.08%	43
2022 Q1	$719K	Buy	+13,895	New	+$721K	0.06%	50

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

Sather Financial Group's PFE Position: Q1 2026 in Review

Sather Financial Group reduced its Pfizer (PFE) stake by 6.2% in Q1 2026, selling an estimated $17.4K and leaving 9,945 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #86.

Sather Financial Group first reported a position in PFE in Q1 2022 and has held it in 17 quarters since. The position peaked at $729K in Q2 2022. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Sather Financial Group held 9,945 shares of Pfizer worth $279K as of Q1 2026.
Sather Financial Group sold 653 Pfizer shares in Q1 2026, an estimated $17.4K.
Pfizer made up 0.02% of Sather Financial Group's portfolio in Q1 2026, its #86 holding.
Sather Financial Group first reported a position in Pfizer in Q1 2022 and has held it in 17 quarters since.
Sather Financial Group's Pfizer position peaked at $729K in Q2 2022.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.