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Apexium Financial’s Pfizer PFE Stock Holding History

Apexium Financial’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 		$256K Sell
10,054
-2,104
-17% -$51.9K 0.01% 256
2025
Q2 		$295K Sell
12,158
-2,445
-17% -$57K 0.02% 232
2025
Q1 		$370K Sell
14,603
-8,169
-36% -$214K 0.02% 205
2024
Q4 		$604K Buy
22,772
+9,570
+72% +$260K 0.04% 148
2024
Q3 		$382K Sell
13,202
-2,294
-15% -$66.9K 0.03% 167
2024
Q2 		$434K Sell
15,496
-725
-4% -$20K 0.03% 147
2024
Q1 		$450K Sell
16,221
-10,144
-38% -$281K 0.03% 153
2023
Q4 		$759K Buy
26,365
+14,164
+116% +$428K 0.05% 146
2023
Q3 		$405K Sell
12,201
-527
-4% -$18.6K 0.04% 146
2023
Q2 		$467K Buy
12,728
+1,050
+9% +$40.9K 0.04% 138
2023
Q1 		$476K Sell
11,678
-1,035
-8% -$44.7K 0.05% 133
2022
Q4 		$651K Sell
12,713
-632
-5% -$30.3K 0.07% 108
2022
Q3 		$584K Buy
+13,345
New +$648K 0.07% 105

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

Apexium Financial's PFE Position: Q3 2025 in Review

Apexium Financial reduced its Pfizer (PFE) stake by 17% in Q3 2025, selling an estimated $51.9K and leaving 10,054 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #256.

Apexium Financial first reported a position in PFE in Q3 2022 and has held it in 13 quarters since. The position peaked at $759K in Q4 2023. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Apexium Financial held 10,054 shares of Pfizer worth $256K as of Q3 2025.
  • Apexium Financial sold 2,104 Pfizer shares in Q3 2025, an estimated $51.9K.
  • Pfizer made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #256 holding.
  • Apexium Financial first reported a position in Pfizer in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's Pfizer position peaked at $759K in Q4 2023.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.