Belmont Capital’s Pfizer PFE Stock Holding History

Belmont Capital’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	$471K	Hold	19,441	–	–	0.07%	75
2025 Q1	$493K	Buy	19,441 +8,141	+72%	+$213K	0.09%	66
2024 Q4	$300K	Buy	11,300 +1,957	+21%	+$53.1K	0.05%	66
2024 Q3	$270K	Sell	9,343 -41,354	-82%	-$1.21M	0.04%	102
2024 Q2	$1.42M	Buy	50,697 +8,539	+20%	+$235K	0.26%	33
2024 Q1	$1.17M	Hold	42,158	–	–	0.32%	33
2023 Q4	$1.21M	Buy	42,158 +26,728	+173%	+$808K	0.52%	26
2023 Q3	$512K	Buy	15,430 +1	+0%	+$35	0.28%	37
2023 Q2	$566K	Buy	15,429 +143	+0.9%	+$5.57K	0.32%	32
2023 Q1	$624K	Sell	15,286 -609	-4%	-$26.3K	0.52%	19
2022 Q4	$814K	Hold	15,895	–	–	0.87%	14
2022 Q3	$696K	Buy	+15,895	New	+$772K	0.82%	11

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

Belmont Capital's PFE Position: Q2 2025 in Review

Belmont Capital held its Pfizer (PFE) position steady in Q2 2025 at 19,441 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #75.

Belmont Capital first reported a position in PFE in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.42M in Q2 2024. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Belmont Capital held 19,441 shares of Pfizer worth $471K as of Q2 2025.
Belmont Capital left its Pfizer share count unchanged in Q2 2025.
Pfizer made up 0.07% of Belmont Capital's portfolio in Q2 2025, its #75 holding.
Belmont Capital first reported a position in Pfizer in Q3 2022 and has held it in 12 quarters since.
Belmont Capital's Pfizer position peaked at $1.42M in Q2 2024.
2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.