AIA
PFE icon

Angeles Investment Advisors’s Pfizer PFE Stock Holding History

Angeles Investment Advisors’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
Q1 		– Sell
-16,507
Closed -$438K – 150
2024
Q4 		$438K Sell
16,507
-340
-2% -$9.22K 0.02% 107
2024
Q3 		$488K Hold
16,847
– – 0.02% 104
2024
Q2 		$471K Sell
16,847
-3,650
-18% -$100K 0.02% 110
2024
Q1 		$569K Buy
20,497
+1,495
+8% +$41.5K 0.03% 93
2023
Q4 		$547K Buy
19,002
+514
+3% +$15.5K 0.03% 86
2023
Q3 		$613K Sell
18,488
-732
-4% -$25.9K 0.05% 59
2023
Q2 		$705K Buy
19,220
+1,442
+8% +$56.1K 0.06% 43
2023
Q1 		$725K Buy
17,778
+10,335
+139% +$446K 0.06% 36
2022
Q4 		$381K Buy
+7,443
New +$357K 0.03% 51
2022
Q3 		– Sell
-6,680
Closed -$350K – 98
2022
Q2 		$350K Hold
6,680
– – 0.03% 51
2022
Q1 		$346K Sell
6,680
-9,706
-59% -$504K 0.02% 76
2021
Q4 		$968K Buy
16,386
+5,160
+46% +$256K 0.05% 81
2021
Q3 		$483K Buy
+11,226
New +$497K 0.03% 110
2020
Q3 		– Sell
-8,118
Closed -$252K – 115
2020
Q2 		$252K Buy
+8,118
New +$276K 0.04% 91
2020
Q1 		– Sell
-6,209
Closed -$231K – 101
2019
Q4 		$231K Hold
6,209
– – 0.05% 78
2019
Q3 		$212K Buy
+6,209
New +$226K 0.05% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Angeles Investment Advisors's PFE Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 16,507 shares — an estimated $438K sold.

Angeles Investment Advisors first reported a position in PFE in Q3 2019 and held it in 16 quarters. The position peaked at $968K in Q4 2021. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 16,507 Pfizer shares in Q1 2025, an estimated $438K.
  • Angeles Investment Advisors first reported a position in Pfizer in Q3 2019 and held it in 16 quarters.
  • Angeles Investment Advisors's Pfizer position peaked at $968K in Q4 2021.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.