B.O.S.S. Retirement Advisors’s Pfizer PFE Stock Holding History

B.O.S.S. Retirement 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 Q4	–	Sell	-10,998	Closed	-$280K	–	198
2025 Q3	$280K	Sell	10,998 -452	-4%	-$11.2K	0.07%	159
2025 Q2	$278K	Buy	11,450 +543	+5%	+$12.7K	0.07%	155
2025 Q1	$276K	Sell	10,907 -561	-5%	-$14.7K	0.08%	146
2024 Q4	$304K	Sell	11,468 -73,584	-87%	-$2M	0.09%	140
2024 Q3	$2.46M	Buy	85,052 +11,558	+16%	+$337K	0.5%	55
2024 Q2	$2.06M	Buy	73,494 +40,947	+126%	+$1.13M	0.53%	58
2024 Q1	$937K	Sell	32,547 -5,332	-14%	-$148K	0.36%	99
2023 Q4	$1.09M	Sell	37,879 -3,298	-8%	-$99.7K	0.21%	150
2023 Q3	$1.37M	Sell	41,177 -4,241	-9%	-$150K	0.29%	129
2023 Q2	$1.67M	Sell	45,418 -693	-2%	-$27K	0.35%	106
2023 Q1	$1.88M	Buy	46,111 +4,162	+10%	+$180K	0.44%	86
2022 Q4	$2.15M	Buy	+41,949	New	+$2.01M	0.55%	60

Other funds holding PFE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

B.O.S.S. Retirement Advisors's PFE Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of Pfizer (PFE) in Q4 2025, closing a stake of 10,998 shares — an estimated $280K sold.

B.O.S.S. Retirement Advisors first reported a position in PFE in Q4 2022 and held it in 12 quarters. The position peaked at $2.46M in Q3 2024. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

B.O.S.S. Retirement Advisors reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 10,998 Pfizer shares in Q4 2025, an estimated $280K.
B.O.S.S. Retirement Advisors first reported a position in Pfizer in Q4 2022 and held it in 12 quarters.
B.O.S.S. Retirement Advisors's Pfizer position peaked at $2.46M in Q3 2024.
2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.