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Arbor Trust Wealth Advisors’s Pfizer PFE Stock Holding History

Arbor Trust Wealth 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
Q2 		– Sell
-11,343
Closed -$287K – 91
2025
Q1 		$287K Sell
11,343
-125
-1% -$3.27K 0.13% 83
2024
Q4 		$304K Sell
11,468
-5,610
-33% -$152K 0.14% 78
2024
Q3 		$478K Hold
17,078
– – 0.25% 63
2024
Q2 		$478K Buy
17,078
+2,954
+21% +$81.3K 0.25% 63
2024
Q1 		$372K Sell
14,124
-750
-5% -$20.8K 0.2% 75
2023
Q4 		$428K Sell
14,874
-3,625
-20% -$110K 0.25% 65
2023
Q3 		$614K Sell
18,499
-625
-3% -$22.1K 0.4% 53
2023
Q2 		$701K Sell
19,124
-128
-0.7% -$4.98K 0.45% 50
2023
Q1 		$785K Buy
19,252
+1,471
+8% +$63.5K 0.52% 45
2022
Q4 		$911K Buy
17,781
+2,447
+16% +$117K 0.63% 40
2022
Q3 		$672K Sell
15,334
-16
-0.1% -$777 0.51% 46
2022
Q2 		$805K Buy
15,350
+2,500
+19% +$127K 0.56% 44
2022
Q1 		$665K Buy
12,850
+216
+2% +$11.2K 0.4% 54
2021
Q4 		$746K Sell
12,634
-77
-0.6% -$3.81K 0.43% 53
2021
Q3 		$547K Buy
12,711
+777
+7% +$34.4K 0.34% 57
2021
Q2 		$467K Buy
11,934
+125
+1% +$4.86K 0.29% 66
2021
Q1 		$427K Hold
11,809
– – 0.29% 63
2020
Q4 		$435K Sell
11,809
-111
-0.9% -$4.07K 0.32% 60
2020
Q3 		$415K Sell
11,920
-136
-1% -$4.77K 0.36% 58
2020
Q2 		$374K Sell
12,056
-131
-1% -$4.45K 0.34% 62
2020
Q1 		$377K Hold
12,187
– – 0.4% 54
2019
Q4 		$453K Buy
+12,187
New +$434K 0.39% 57

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Arbor Trust Wealth Advisors's PFE Position: Q2 2025 in Review

Arbor Trust Wealth Advisors sold out of Pfizer (PFE) in Q2 2025, closing a stake of 11,343 shares — an estimated $287K sold.

Arbor Trust Wealth Advisors first reported a position in PFE in Q4 2019 and held it in 22 quarters. The position peaked at $911K in Q4 2022. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Arbor Trust Wealth Advisors reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 11,343 Pfizer shares in Q2 2025, an estimated $287K.
  • Arbor Trust Wealth Advisors first reported a position in Pfizer in Q4 2019 and held it in 22 quarters.
  • Arbor Trust Wealth Advisors's Pfizer position peaked at $911K in Q4 2022.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.