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Benchmark Wealth Management’s Pfizer PFE Stock Holding History

Benchmark Wealth 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 		$351K Sell
14,488
-250
-2% -$5.83K 0.16% 49
2025
Q1 		$373K Sell
14,738
-2,100
-12% -$55K 0.18% 44
2024
Q4 		$447K Sell
16,838
-344
-2% -$9.33K 0.22% 35
2024
Q3 		$497K Sell
17,182
-800
-4% -$23.3K 0.25% 35
2024
Q2 		$503K Sell
17,982
-1,527
-8% -$42K 0.27% 34
2024
Q1 		$541K Hold
19,509
– – 0.3% 31
2023
Q4 		$562K Sell
19,509
-7,555
-28% -$228K 0.33% 29
2023
Q3 		$898K Hold
27,064
– – 0.57% 23
2023
Q2 		$993K Sell
27,064
-1,904
-7% -$74.1K 0.6% 21
2023
Q1 		$1.19M Buy
28,968
+1,949
+7% +$84.2K 0.76% 19
2022
Q4 		$1.38M Sell
27,019
-2,915
-10% -$140K 1% 16
2022
Q3 		$1.31M Sell
29,934
-501
-2% -$24.3K 1.03% 15
2022
Q2 		$1.6M Buy
30,435
+10,560
+53% +$538K 1.17% 13
2022
Q1 		$1.03M Hold
19,875
– – 0.69% 16
2021
Q4 		$1.17M Sell
19,875
-1,251
-6% -$62K 0.76% 16
2021
Q3 		$909K Sell
21,126
-200
-0.9% -$8.86K 0.64% 16
2021
Q2 		$835K Sell
21,326
-8
-0% -$311 0.57% 17
2021
Q1 		$773K Sell
21,334
-15
-0.1% -$533 0.57% 17
2020
Q4 		$786K Sell
21,349
-1,152
-5% -$42.3K 0.6% 16
2020
Q3 		$784K Sell
22,501
-1
-0% -$35 0.62% 14
2020
Q2 		$698K Sell
22,502
-1,519
-6% -$51.6K 0.6% 15
2020
Q1 		$744K Sell
24,021
-737
-3% -$25.1K 0.75% 14
2019
Q4 		$920K Buy
+24,758
New +$882K 0.79% 15

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

Benchmark Wealth Management's PFE Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Pfizer (PFE) stake by 1.7% in Q2 2025, selling an estimated $5.83K and leaving 14,488 shares worth $351K. The position accounts for 0.16% of the portfolio, ranked #49.

Benchmark Wealth Management first reported a position in PFE in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.6M in Q2 2022. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Benchmark Wealth Management held 14,488 shares of Pfizer worth $351K as of Q2 2025.
  • Benchmark Wealth Management sold 250 Pfizer shares in Q2 2025, an estimated $5.83K.
  • Pfizer made up 0.16% of Benchmark Wealth Management's portfolio in Q2 2025, its #49 holding.
  • Benchmark Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 23 quarters since.
  • Benchmark Wealth Management's Pfizer position peaked at $1.6M in Q2 2022.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.