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Valley Financial Group’s Pfizer PFE Stock Holding History

Valley 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 		$244K Sell
8,679
-107
-1% -$2.85K 0.13% 54
2025
Q4 		$219K Sell
8,786
-128
-1% -$3.23K 0.12% 56
2025
Q3 		$227K Buy
8,914
+49
+0.6% +$1.21K 0.13% 58
2025
Q2 		$215K Sell
8,865
-12
-0.1% -$280 0.13% 58
2025
Q1 		$225K Sell
8,877
-309
-3% -$8.09K 0.15% 52
2024
Q4 		$244K Sell
9,186
-33
-0.4% -$895 0.17% 51
2024
Q3 		$267K Buy
9,219
+11
+0.1% +$321 0.19% 49
2024
Q2 		$258K Buy
9,208
+69
+0.8% +$1.9K 0.19% 48
2024
Q1 		$254K Sell
9,139
-174
-2% -$4.83K 0.19% 47
2023
Q4 		$268K Buy
+9,313
New +$282K 0.21% 51

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

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

Valley Financial Group reduced its Pfizer (PFE) stake by 1.2% in Q1 2026, selling an estimated $2.85K and leaving 8,679 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #54.

Valley Financial Group first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $268K in Q4 2023. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Valley Financial Group held 8,679 shares of Pfizer worth $244K as of Q1 2026.
  • Valley Financial Group sold 107 Pfizer shares in Q1 2026, an estimated $2.85K.
  • Pfizer made up 0.13% of Valley Financial Group's portfolio in Q1 2026, its #54 holding.
  • Valley Financial Group first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • Valley Financial Group's Pfizer position peaked at $268K in Q4 2023.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.