Symphony Financial 13F: Adds $1.7M to Pfizer (PFE) Stake

Pfizer Inc. (PFE) business photo

Key Points

  • Symphony Financial lifted its Pfizer Inc. position by 58,554 shares, bringing its total holding to 98,868 shares valued at $2,825,136 in an October 22, 2026 filing.
  • Pfizer trades recently around $30.22, sitting just below its 52-week high of $30.25 and above its 50-day moving average of $28.15.
  • Other large investment firms adjusted their stakes in the drug maker, with Fisher Asset Management growing its holdings to 109,067,291 shares.

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Symphony Financial boosted its holdings in Pfizer Inc. PFE by 145.2% during the quarter, according to a Form 13F filing with the SEC on October 22, 2026.

PFE Pfizer Inc.
$29.85 +24.69% year to date
Daily close · Oct 21, 2026
13F track record

Symphony Financial vs. the S&P 500

YTD return +2.67% hypothetical
All-time return +2.67% S&P 500 +4.28%
vs. S&P 500 -1.61% behind the index

Hypothetical returns from Symphony Financial's disclosed trades, not real profit or advice. How we model this.

What Changed in Symphony Financial's Pfizer Position

The fund added 58,554 shares to its portfolio during the period, bringing its total stake to 98,868 shares. The reported value of the holding reached $2,825,136 at the time of the filing. In the prior period, the firm held 40,314 shares of the drug maker.

Other Institutional Activity in Pfizer

Other large institutional investors adjusted their positions in the healthcare giant around the same time. Quilter reduced its holdings by 41,417 shares, ending with 621,511 shares worth about $17,725,493. Brandes Investment Partners grew its stake by 478,043 shares to own 9,107,225 shares valued at roughly $221,943,081. Fisher Asset Management, LLC lifted its position by 4,104,062 shares to hold 109,067,291 shares worth about $3,317,827,000. Bank Of New York Mellon Corporation increased its holdings by 3,998,010 shares, finishing with 57,879,546 shares valued at $1,760,695,793.

Pfizer Inc. Stock Up 0.4%

Pfizer shares recently traded around $30.22 as of October 23, 2026, which is down about 0.7% from its event-day close of $30.42 on October 22, 2026. The stock trades above its 50-day moving average of $28.15 and well above its 200-day moving average of $26.64. Recent pricing sits close to the 52-week high of $30.25 and significantly higher than the 52-week low of $23.62.

Recent Earnings

Pfizer reported trailing twelve month revenue of $63,695,998,976 alongside earnings of $0.76 per share. The company operates with a net profit margin of 6.8% and a return on equity of 5.0%. The next earnings report is scheduled for November 3, 2026.

Dividend

Pfizer pays an annual dividend rate of $1.72 per share.

Insider Buying and Selling at Pfizer Inc.

Company insiders executed open-market transactions ahead of the filing, including purchases by Shantanu Narayen, Cyrus Taraporevala, Joseph Echevarria, and James Quincey on June 26, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On August 7, 2026, Guggenheim maintained a buy rating with a target of $31.00. HSBC kept a hold rating with a $30.00 target on September 10, 2026. Scotiabank maintained a sector outperform rating with a $33.00 target on October 6, 2026. Cantor Fitzgerald maintained a neutral rating with a $28.00 target on October 8, 2026, and JP Morgan kept a neutral rating with a $30.00 target on October 9, 2026.

About Pfizer

Pfizer Inc. discovers, develops, manufactures, and sells biopharmaceutical products globally across its Biopharma, PC1, and Pfizer Ignite segments.

Bottom Line

Investors continue to monitor institutional interest in Pfizer alongside upcoming financial reports. The company's next earnings update arrives on November 3, 2026.

Source: Symphony Financial's 13F filing on $PFE (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

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