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Beaumont Asset Management’s Pfizer PFE Stock Holding History

Beaumont Asset 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
Q2 		– Sell
-17,517
Closed -$444K – 74
2025
Q1 		$444K Buy
17,517
+528
+3% +$13.8K 0.27% 54
2024
Q4 		$451K Buy
16,989
+209
+1% +$5.67K 0.26% 50
2024
Q3 		$486K Sell
16,780
-70
-0.4% -$2.04K 0.28% 47
2024
Q2 		$471K Buy
+16,850
New +$464K 0.3% 49
2024
Q1 		– Sell
-25,465
Closed -$733K – 67
2023
Q4 		$733K Sell
25,465
-994
-4% -$30K 0.52% 41
2023
Q3 		$878K Sell
26,459
-113
-0.4% -$4K 0.72% 29
2023
Q2 		$975K Sell
26,572
-754
-3% -$29.3K 0.74% 33
2023
Q1 		$1.11M Sell
27,326
-1,824
-6% -$78.8K 0.82% 27
2022
Q4 		$1.49M Buy
29,150
+325
+1% +$15.6K 1.09% 22
2022
Q3 		$1.26M Buy
28,825
+269
+0.9% +$13.1K 1% 22
2022
Q2 		$1.5M Buy
28,556
+2,935
+11% +$150K 1.13% 20
2022
Q1 		$1.33M Sell
25,621
-478
-2% -$24.8K 0.9% 23
2021
Q4 		$1.54M Buy
26,099
+566
+2% +$28K 1.03% 19
2021
Q3 		$1.1M Buy
25,533
+1,849
+8% +$81.9K 0.82% 22
2021
Q2 		$927K Buy
23,684
+94
+0.4% +$3.65K 0.71% 27
2021
Q1 		$854K Buy
23,590
+669
+3% +$23.8K 0.72% 27
2020
Q4 		$843K Buy
22,921
+296
+1% +$10.9K 0.76% 25
2020
Q3 		$787K Buy
22,625
+234
+1% +$8.2K 0.79% 27
2020
Q2 		$694K Buy
22,391
+291
+1% +$9.89K 0.73% 32
2020
Q1 		$684K Sell
22,100
-89
-0.4% -$3.03K 0.82% 31
2019
Q4 		$824K Buy
+22,189
New +$790K 0.79% 42

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

Beaumont Asset Management's PFE Position: Q2 2025 in Review

Beaumont Asset Management sold out of Pfizer (PFE) in Q2 2025, closing a stake of 17,517 shares — an estimated $444K sold.

Beaumont Asset Management first reported a position in PFE in Q4 2019 and held it in 21 quarters. The position peaked at $1.54M in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Beaumont Asset Management reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Beaumont Asset Management sold 17,517 Pfizer shares in Q2 2025, an estimated $444K.
  • Beaumont Asset Management first reported a position in Pfizer in Q4 2019 and held it in 21 quarters.
  • Beaumont Asset Management's Pfizer position peaked at $1.54M in Q4 2021.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Beaumont Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.