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Bramshill Investments’s Pfizer PFE Stock Holding History

Bramshill Investments’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
2026
Q1 		$765K Sell
27,258
-1,369
-5% -$36.4K 0.07% 82
2025
Q4 		$713K Buy
+28,627
New +$722K 0.04% 93
2024
Q1 		– Sell
-1,460
Closed -$59.4K – 190
2023
Q4 		$59.4K Hold
1,460
– – 0.01% 152
2023
Q3 		$59.4K Hold
1,460
– – 0.01% 114
2023
Q2 		$59.4K Hold
1,460
– – 0.01% 131
2023
Q1 		$59.4K Sell
1,460
-64,487
-98% -$2.79M 0.01% 133
2022
Q4 		$3.38M Sell
65,947
-420
-0.6% -$20.1K 0.4% 28
2022
Q3 		$2.9M Buy
66,367
+6,626
+11% +$322K 0.41% 36
2022
Q2 		$3.13M Buy
59,741
+6,550
+12% +$334K 0.37% 31
2022
Q1 		$2.75M Buy
+53,191
New +$2.76M 0.38% 39

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return