James T. Borello RIA’s Pfizer PFE Stock Holding History

James T. Borello RIA’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 Q3	$56.2K	Buy	1,970 +58	+3%	+$1.54K	0.01%	226
2026 Q2	$46K	Buy	1,912 +9	+0.5%	+$235	0.01%	247
2026 Q1	$53.4K	Buy	1,903 +522	+38%	+$13.9K	0.01%	215
2025 Q4	$34.4K	Buy	1,381 +600	+77%	+$15.1K	0.01%	210
2025 Q3	$19.9K	Buy	781 +481	+160%	+$11.9K	0.01%	233
2025 Q2	$7.27K	Hold	300	–	–	﹤0.01%	216
2025 Q1	$7.6K	Hold	300	–	–	﹤0.01%	175
2024 Q4	$7.96K	Hold	300	–	–	﹤0.01%	146
2024 Q3	$8.68K	Hold	300	–	–	﹤0.01%	135
2024 Q2	$8.39K	Hold	300	–	–	﹤0.01%	125
2024 Q1	$8.32K	Hold	300	–	–	﹤0.01%	124
2023 Q4	$8.64K	Buy	+300	New	+$9.07K	0.01%	103

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's PFE Position: Q3 2026 in Review

James T. Borello RIA increased its Pfizer (PFE) stake by 3% in Q3 2026, buying an estimated $1.54K and bringing the position to 1,970 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #226.

James T. Borello RIA first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. 656 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

James T. Borello RIA held 1,970 shares of Pfizer worth $56.2K as of Q3 2026.
James T. Borello RIA bought 58 Pfizer shares in Q3 2026, an estimated $1.54K.
Pfizer made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #226 holding.
James T. Borello RIA first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
656 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.