Bellwether Advisors’s Pfizer PFE Stock Holding History

Bellwether 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 Q3	–	Sell	-117	Closed	-$2.84K	–	444
2025 Q2	$2.84K	Sell	117 -46	-28%	-$1.07K	﹤0.01%	466
2025 Q1	$4.13K	Hold	163	–	–	﹤0.01%	385
2024 Q4	$4.32K	Buy	+163	New	+$4.42K	﹤0.01%	390
2023 Q2	–	Sell	-121	Closed	-$4.94K	–	335
2023 Q1	$4.94K	Hold	121	–	–	﹤0.01%	304
2022 Q4	$6.2K	Hold	121	–	–	﹤0.01%	302
2022 Q3	$5K	Hold	121	–	–	﹤0.01%	326
2022 Q2	$6K	Sell	121 -449	-79%	-$22.9K	﹤0.01%	270
2022 Q1	$29K	Hold	570	–	–	0.01%	226
2021 Q4	$33K	Hold	570	–	–	0.01%	234
2021 Q3	$24K	Buy	570 +449	+371%	+$19.9K	0.01%	234
2021 Q2	$4K	Sell	121 -25	-17%	-$972	﹤0.01%	343
2021 Q1	$5K	Hold	146	–	–	﹤0.01%	301
2020 Q4	$5K	Buy	+146	New	+$5.36K	﹤0.01%	269

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bellwether Advisors's PFE Position: Q3 2025 in Review

Bellwether Advisors sold out of Pfizer (PFE) in Q3 2025, closing a stake of 117 shares — an estimated $2.84K sold.

Bellwether Advisors first reported a position in PFE in Q4 2020 and held it in 13 quarters. The position peaked at $33K in Q4 2021. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

Bellwether Advisors reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 117 Pfizer shares in Q3 2025, an estimated $2.84K.
Bellwether Advisors first reported a position in Pfizer in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Pfizer position peaked at $33K in Q4 2021.
2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.