AXS Investments’s Pfizer PFE Stock Holding History

AXS Investments’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	-51,620	Closed	-$1.31M	–	200
2025 Q1	$1.31M	Sell	51,620 -964	-2%	-$25.2K	0.36%	123
2024 Q4	$1.4M	Sell	52,584 -46,018	-47%	-$1.25M	0.39%	100
2024 Q3	$2.85M	Buy	+98,602	New	+$2.88M	0.76%	23
2024 Q1	–	Sell	-2,426	Closed	-$69.8K	–	395
2023 Q4	$69.8K	Sell	2,426 -35,176	-94%	-$1.06M	0.02%	352
2023 Q3	$1.25M	Buy	37,602 +3,648	+11%	+$129K	0.32%	96
2023 Q2	$1.25M	Buy	33,954 +2,016	+6%	+$78.5K	0.33%	113
2023 Q1	$1.3M	Buy	31,938 +5,939	+23%	+$257K	0.43%	66
2022 Q4	$1.33M	Sell	25,999 -409	-2%	-$19.6K	0.48%	58
2022 Q3	$1.16M	Buy	26,408 +1,236	+5%	+$60.1K	0.45%	55
2022 Q2	$1.32M	Buy	25,172 +17,533	+230%	+$893K	0.47%	49
2022 Q1	$395K	Sell	7,639 -5,135	-40%	-$266K	0.16%	99
2021 Q4	$754K	Buy	+12,774	New	+$633K	0.18%	95
2021 Q3	–	Sell	-22,158	Closed	-$868K	–	189
2021 Q2	$868K	Buy	22,158 +1,572	+8%	+$61.1K	0.26%	85
2021 Q1	$746K	Buy	+20,586	New	+$731K	0.27%	87

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

AXS Investments's PFE Position: Q2 2025 in Review

AXS Investments sold out of Pfizer (PFE) in Q2 2025, closing a stake of 51,620 shares — an estimated $1.31M sold.

AXS Investments first reported a position in PFE in Q1 2021 and held it in 14 quarters. The position peaked at $2.85M in Q3 2024. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

AXS Investments reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
AXS Investments sold 51,620 Pfizer shares in Q2 2025, an estimated $1.31M.
AXS Investments first reported a position in Pfizer in Q1 2021 and held it in 14 quarters.
AXS Investments's Pfizer position peaked at $2.85M in Q3 2024.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on AXS Investments's 13F filing for Q2 2025, filed 11 Aug 2025.