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Atticus Wealth Management’s Pfizer PFE Stock Holding History

Atticus 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
-362
Closed -$8.78K – 497
2025
Q2 		$8.78K Buy
362
+4
+1% +$93 ﹤0.01% 488
2025
Q1 		$9.07K Sell
358
-100
-22% -$2.62K ﹤0.01% 387
2024
Q4 		$12.2K Buy
458
+3
+0.7% +$81 ﹤0.01% 376
2024
Q3 		$13.2K Buy
455
+4
+0.9% +$117 ﹤0.01% 370
2024
Q2 		$12.6K Sell
451
-893
-66% -$24.6K ﹤0.01% 358
2024
Q1 		$37.3K Sell
1,344
-1,646
-55% -$45.7K 0.01% 272
2023
Q4 		$86.1K Sell
2,990
-947
-24% -$28.6K 0.03% 185
2023
Q3 		$131K Sell
3,937
-2,233
-36% -$79K 0.05% 154
2023
Q2 		$226K Sell
6,170
-525
-8% -$20.4K 0.08% 121
2023
Q1 		$273K Sell
6,695
-2,037
-23% -$88K 0.1% 109
2022
Q4 		$447K Buy
8,732
+764
+10% +$36.6K 0.18% 78
2022
Q3 		$418K Hold
7,968
– – 0.2% 69
2022
Q2 		$418K Buy
7,968
+2,292
+40% +$117K 0.17% 83
2022
Q1 		$294K Buy
5,676
+2,202
+63% +$114K 0.11% 117
2021
Q4 		$205K Buy
3,474
+1,301
+60% +$64.5K 0.08% 120
2021
Q3 		$93K Sell
2,173
-2,303
-51% -$102K 0.04% 177
2021
Q2 		$175K Buy
4,476
+11
+0.2% +$428 0.08% 122
2021
Q1 		$162K Buy
4,465
+43
+1% +$1.53K 0.08% 120
2020
Q4 		$163K Sell
4,422
-227
-5% -$8.33K 0.08% 117
2020
Q3 		$162K Buy
4,649
+1
+0% +$35 0.1% 99
2020
Q2 		$144K Buy
4,648
+18
+0.4% +$612 0.1% 106
2020
Q1 		$143K Buy
4,630
+38
+0.8% +$1.29K 0.12% 94
2019
Q4 		$171K Buy
+4,592
New +$164K 0.11% 94

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

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

Atticus Wealth Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 362 shares — an estimated $8.78K sold.

Atticus Wealth Management first reported a position in PFE in Q4 2019 and held it in 23 quarters. The position peaked at $447K in Q4 2022. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Atticus Wealth Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 362 Pfizer shares in Q3 2025, an estimated $8.78K.
  • Atticus Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Pfizer position peaked at $447K in Q4 2022.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.