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49 Wealth Management’s Pfizer PFE Stock Holding History

49 Wealth Management’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
2025
Q3 		– Sell
-13,693
Closed -$332K – 202
2025
Q2 		$332K Buy
13,693
+552
+4% +$12.9K 0.04% 124
2025
Q1 		$333K Buy
13,141
+4,635
+54% +$121K 0.04% 130
2024
Q4 		$226K Buy
8,506
+265
+3% +$7.19K 0.03% 148
2024
Q3 		$238K Buy
8,241
+569
+7% +$16.6K 0.04% 142
2024
Q2 		$217K Sell
7,672
-99
-1% -$2.73K 0.04% 136
2024
Q1 		$215K Sell
7,771
-1,523
-16% -$42.3K 0.05% 111
2023
Q4 		$268K Buy
+9,294
New +$281K 0.07% 91

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

49 Wealth Management's PFE Position: Q3 2025 in Review

49 Wealth Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 13,693 shares — an estimated $332K sold.

49 Wealth Management first reported a position in PFE in Q4 2023 and held it in 7 quarters. The position peaked at $333K in Q1 2025. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • 49 Wealth Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • 49 Wealth Management sold 13,693 Pfizer shares in Q3 2025, an estimated $332K.
  • 49 Wealth Management first reported a position in Pfizer in Q4 2023 and held it in 7 quarters.
  • 49 Wealth Management's Pfizer position peaked at $333K in Q1 2025.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on 49 Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.