SFP
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Shepherd Financial Partners’s Pfizer PFE Stock Holding History

Shepherd Financial Partners’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 		$394K Buy
14,032
+130
+0.9% +$3.46K 0.04% 178
2025
Q4 		$346K Sell
13,902
-314
-2% -$7.92K 0.03% 192
2025
Q3 		$362K Sell
14,216
-2,065
-13% -$51K 0.03% 184
2025
Q2 		$395K Sell
16,281
-683
-4% -$15.9K 0.04% 172
2025
Q1 		$430K Buy
16,964
+617
+4% +$16.1K 0.05% 165
2024
Q4 		$434K Sell
16,347
-6,371
-28% -$173K 0.05% 153
2024
Q3 		$657K Sell
22,718
-3,284
-13% -$95.8K 0.08% 125
2024
Q2 		$728K Sell
26,002
-4,315
-14% -$119K 0.09% 118
2024
Q1 		$841K Sell
30,317
-6,358
-17% -$176K 0.11% 112
2023
Q4 		$1.06M Sell
36,675
-39,344
-52% -$1.19M 0.15% 96
2023
Q3 		$2.52M Buy
76,019
+4,275
+6% +$151K 0.4% 48
2023
Q2 		$2.63M Buy
71,744
+2,496
+4% +$97.2K 0.41% 45
2023
Q1 		$2.83M Sell
69,248
-5,320
-7% -$230K 0.47% 38
2022
Q4 		$3.82M Buy
74,568
+3,185
+4% +$153K 0.69% 25
2022
Q3 		$3.12M Buy
71,383
+695
+1% +$33.8K 0.61% 28
2022
Q2 		$3.71M Buy
70,688
+6,542
+10% +$333K 0.72% 25
2022
Q1 		$3.32M Sell
64,146
-8,488
-12% -$440K 0.59% 27
2021
Q4 		$4.29M Buy
72,634
+1,918
+3% +$95K 0.75% 22
2021
Q3 		$3.04M Buy
70,716
+325
+0.5% +$14.4K 0.59% 31
2021
Q2 		$2.76M Buy
70,391
+5,142
+8% +$200K 0.52% 37
2021
Q1 		$2.36M Buy
65,249
+4,379
+7% +$155K 0.52% 33
2020
Q4 		$2.24M Sell
60,870
-1,323
-2% -$48.5K 0.51% 38
2020
Q3 		$2.17M Buy
62,193
+8,525
+16% +$299K 0.51% 31
2020
Q2 		$1.67M Sell
53,668
-307
-0.6% -$10.4K 0.45% 36
2020
Q1 		$1.67M Sell
53,975
-7,153
-12% -$244K 0.58% 29
2019
Q4 		$2.27M Buy
61,128
+765
+1% +$27.2K 0.53% 36
2019
Q3 		$2.06M Buy
60,363
+4,922
+9% +$179K 0.52% 35
2019
Q2 		$2.28M Buy
55,441
+4
+0% +$159 0.43% 31
2019
Q1 		$2.23M Sell
55,437
-623
-1% -$24.9K 0.43% 34
2018
Q4 		$2.32M Buy
56,060
+447
+0.8% +$18.6K 0.5% 30
2018
Q3 		$1.92M Hold
55,613
– – 0.43% 37
2018
Q2 		$1.92M Hold
55,613
– – 0.43% 37
2018
Q1 		$1.87M Hold
55,613
– – 0.46% 39
2017
Q4 		$1.91M Sell
55,613
-3,379
-6% -$115K 0.45% 40
2017
Q3 		$2.02M Hold
58,992
– – 0.47% 38
2017
Q2 		$1.87M Sell
58,992
-778
-1% -$24.5K 0.46% 40
2017
Q1 		$1.94M Sell
59,770
-3,043
-5% -$95.9K 0.5% 39
2016
Q4 		$1.97M Buy
+62,813
New +$1.92M 0.56% 37

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Shepherd Financial Partners's PFE Position: Q1 2026 in Review

Shepherd Financial Partners increased its Pfizer (PFE) stake by 0.94% in Q1 2026, buying an estimated $3.46K and bringing the position to 14,032 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #178.

Shepherd Financial Partners first reported a position in PFE in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.29M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Shepherd Financial Partners held 14,032 shares of Pfizer worth $394K as of Q1 2026.
  • Shepherd Financial Partners bought 130 Pfizer shares in Q1 2026, an estimated $3.46K.
  • Pfizer made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #178 holding.
  • Shepherd Financial Partners first reported a position in Pfizer in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's Pfizer position peaked at $4.29M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.