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Axiom Advisory’s Pfizer PFE Stock Holding History

Axiom Advisory’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
Q3 		$1.98M Sell
68,040
-5,618
-8% -$164K 0.02% 112
2024
Q2 		$2.03M Buy
+73,658
New +$2.03M 0.02% 106

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Axiom Advisory's PFE Position: Q3 2024 in Review

Axiom Advisory reduced its Pfizer (PFE) stake by 7.6% in Q3 2024, selling an estimated $164K and leaving 68,040 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #112.

Axiom Advisory first reported a position in PFE in Q2 2024 and has held it in 2 quarters since. The position peaked at $2.03M in Q2 2024. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Axiom Advisory held 68,040 shares of Pfizer worth $1.98M as of Q3 2024.
  • Axiom Advisory sold 5,618 Pfizer shares in Q3 2024, an estimated $164K.
  • Pfizer made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #112 holding.
  • Axiom Advisory first reported a position in Pfizer in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's Pfizer position peaked at $2.03M in Q2 2024.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.