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Souders Financial Advisors’s Pfizer PFE Stock Holding History

Souders Financial Advisors’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 		$288K Buy
10,269
+151
+1% +$4.02K 0.03% 188
2025
Q4 		$252K Buy
10,118
+1,423
+16% +$35.9K 0.03% 194
2025
Q3 		$222K Buy
+8,695
New +$215K 0.03% 192
2025
Q2 		– Sell
-9,292
Closed -$235K – 207
2025
Q1 		$235K Buy
9,292
+964
+12% +$25.2K 0.03% 170
2024
Q4 		$221K Buy
8,328
+127
+2% +$3.44K 0.03% 170
2024
Q3 		$237K Sell
8,201
-146
-2% -$4.26K 0.03% 160
2024
Q2 		$234K Buy
8,347
+483
+6% +$13.3K 0.04% 153
2024
Q1 		$218K Sell
7,864
-3,376
-30% -$93.7K 0.03% 154
2023
Q4 		$324K Buy
11,240
+777
+7% +$23.5K 0.06% 141
2023
Q3 		$347K Sell
10,463
-60,540
-85% -$2.14M 0.07% 133
2023
Q2 		$2.6M Sell
71,003
-3,143
-4% -$122K 0.5% 62
2023
Q1 		$3.03M Buy
74,146
+2,714
+4% +$117K 0.64% 52
2022
Q4 		$3.66M Buy
71,432
+2,709
+4% +$130K 0.84% 34
2022
Q3 		$3.01M Sell
68,723
-8,959
-12% -$435K 0.82% 37
2022
Q2 		$4.07M Buy
77,682
+2,072
+3% +$106K 1.17% 23
2022
Q1 		$3.91M Buy
75,610
+348
+0.5% +$18.1K 1.13% 23
2021
Q4 		$4.44M Buy
75,262
+731
+1% +$36.2K 1.28% 18
2021
Q3 		$3.21M Buy
74,531
+1,051
+1% +$46.6K 1.03% 28
2021
Q2 		$2.88M Buy
73,480
+1,129
+2% +$43.9K 0.97% 34
2021
Q1 		$2.62M Buy
72,351
+23,529
+48% +$835K 1.03% 32
2020
Q4 		$1.8M Sell
48,822
-2,165
-4% -$79.4K 0.78% 42
2020
Q3 		$1.87M Buy
50,987
+2,277
+5% +$79.8K 0.88% 40
2020
Q2 		$1.51M Buy
48,710
+20,968
+76% +$712K 0.86% 40
2020
Q1 		$859K Buy
+27,742
New +$945K 0.76% 36

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

Souders Financial Advisors's PFE Position: Q1 2026 in Review

Souders Financial Advisors increased its Pfizer (PFE) stake by 1.5% in Q1 2026, buying an estimated $4.02K and bringing the position to 10,269 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #188.

Souders Financial Advisors first reported a position in PFE in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.44M in Q4 2021. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Souders Financial Advisors held 10,269 shares of Pfizer worth $288K as of Q1 2026.
  • Souders Financial Advisors bought 151 Pfizer shares in Q1 2026, an estimated $4.02K.
  • Pfizer made up 0.03% of Souders Financial Advisors's portfolio in Q1 2026, its #188 holding.
  • Souders Financial Advisors first reported a position in Pfizer in Q1 2020 and has held it in 24 quarters since.
  • Souders Financial Advisors's Pfizer position peaked at $4.44M in Q4 2021.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.