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Analyst IMS Investment Management Services’s Pfizer PFE Stock Holding History

Analyst IMS Investment Management Services’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
2024
Q4 		– Sell
-7,181
Closed -$208K – 133
2024
Q3 		$208K Hold
7,181
– – 0.01% 134
2024
Q2 		$201K Buy
+7,181
New +$198K 0.01% 129
2020
Q4 		– Sell
-12,137
Closed -$422K – 91
2020
Q3 		$422K Buy
+12,137
New +$426K 0.09% 79
2020
Q2 		– Sell
-16,338
Closed -$506K – 90
2020
Q1 		$506K Sell
16,338
-4,961
-23% -$169K 0.16% 65
2019
Q4 		$410K Hold
21,299
– – 0.11% 87
2019
Q3 		$723K Buy
21,299
+1,054
+5% +$38.3K 0.21% 59
2019
Q2 		$832K Sell
20,245
-4,216
-17% -$167K 0.25% 59
2019
Q1 		$986K Sell
24,461
-23,829
-49% -$954K 0.3% 56
2018
Q4 		$1.99K Buy
48,290
+20,308
+73% +$843K 0.32% 33
2018
Q3 		$1.16K Sell
27,982
-4,096
-13% -$158K 0.19% 52
2018
Q2 		$1.11M Sell
32,078
-56,467
-64% -$1.93M 0.34% 51
2018
Q1 		$2.98M Sell
88,545
-55,282
-38% -$1.9M 0.94% 24
2017
Q4 		$4.94M Sell
143,827
-1,747
-1% -$59.6K 1.51% 18
2017
Q3 		$4.91M Buy
145,574
+727
+0.5% +$23.4K 1.61% 20
2017
Q2 		$4.62M Sell
144,847
-959
-0.7% -$30.2K 1.64% 19
2017
Q1 		$4.74M Sell
145,806
-1,224
-0.8% -$38.6K 1.85% 16
2016
Q4 		$4.53M Sell
147,030
-24,035
-14% -$734K 1.98% 13
2016
Q3 		$5.5M Sell
171,065
-6,878
-4% -$230K 2.33% 13
2016
Q2 		$5.94M Sell
177,943
-4,009
-2% -$128K 2.51% 11
2016
Q1 		$5.12M Sell
181,952
-3,760
-2% -$107K 2.2% 14
2015
Q4 		$5.69M Buy
185,712
+1,318
+0.7% +$41.5K 2.37% 12
2015
Q3 		$5.5M Sell
184,394
-6,533
-3% -$209K 2.32% 12
2015
Q2 		$6.07M Sell
190,927
-8,013
-4% -$261K 2.36% 10
2015
Q1 		$6.57M Buy
198,940
+1,396
+0.7% +$44.4K 2.55% 8
2014
Q4 		$5.84M Buy
+197,544
New +$5.66M 2.24% 12

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Analyst IMS Investment Management Services's PFE Position: Q4 2024 in Review

Analyst IMS Investment Management Services sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,181 shares — an estimated $208K sold.

Analyst IMS Investment Management Services first reported a position in PFE in Q4 2014 and held it in 25 quarters. The position peaked at $6.57M in Q1 2015. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Analyst IMS Investment Management Services reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 7,181 Pfizer shares in Q4 2024, an estimated $208K.
  • Analyst IMS Investment Management Services first reported a position in Pfizer in Q4 2014 and held it in 25 quarters.
  • Analyst IMS Investment Management Services's Pfizer position peaked at $6.57M in Q1 2015.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2024, filed 10 Feb 2025.