Brandywine Oak Private Wealth’s Pfizer PFE Stock Holding History

Brandywine Oak Private Wealth’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 Q4	–	Sell	-12,557	Closed	-$320K	–	239
2025 Q3	$320K	Sell	12,557 -1,055	-8%	-$26K	0.03%	185
2025 Q2	$330K	Sell	13,612 -1,971	-13%	-$46K	0.03%	178
2025 Q1	$395K	Sell	15,583 -1,600	-9%	-$41.9K	0.04%	163
2024 Q4	$456K	Sell	17,183 -1,691	-9%	-$45.9K	0.04%	152
2024 Q3	$546K	Sell	18,874 -468	-2%	-$13.7K	0.05%	142
2024 Q2	$541K	Sell	19,342 -8,040	-29%	-$221K	0.06%	140
2024 Q1	$760K	Sell	27,382 -6,816	-20%	-$189K	0.08%	113
2023 Q4	$985K	Sell	34,198 -16,577	-33%	-$501K	0.11%	96
2023 Q3	$1.68M	Sell	50,775 -4,753	-9%	-$168K	0.2%	65
2023 Q2	$2.04M	Sell	55,528 -4,703	-8%	-$183K	0.23%	62
2023 Q1	$2.46M	Sell	60,231 -1,154	-2%	-$49.8K	0.29%	52
2022 Q4	$3.15M	Sell	61,385 -3,978	-6%	-$191K	0.39%	36
2022 Q3	$2.86M	Sell	65,363 -2,755	-4%	-$134K	0.39%	38
2022 Q2	$3.57M	Sell	68,118 -899	-1%	-$45.8K	0.46%	29
2022 Q1	$3.57M	Sell	69,017 -1,054	-2%	-$54.7K	0.41%	47
2021 Q4	$4.14M	Sell	70,071 -3,335	-5%	-$165K	0.45%	43
2021 Q3	$3.16M	Buy	73,406 +366	+0.5%	+$16.2K	0.37%	45
2021 Q2	$2.86M	Buy	73,040 +34,258	+88%	+$1.33M	0.33%	49
2021 Q1	$1.41M	Sell	38,782 -3,902	-9%	-$139K	0.21%	73
2020 Q4	$1.57M	Sell	42,684 -3,399	-7%	-$125K	0.24%	64
2020 Q3	$1.6M	Sell	46,083 -450	-1%	-$15.8K	0.27%	59
2020 Q2	$1.44M	Buy	46,533 +4,390	+10%	+$149K	0.26%	63
2020 Q1	$1.31M	Sell	42,143 -12,418	-23%	-$423K	0.27%	61
2019 Q4	$2.03M	Buy	54,561 +40	+0.1%	+$1.43K	0.37%	44
2019 Q3	$1.86M	Buy	54,521 +4,671	+9%	+$170K	0.35%	47
2019 Q2	$2.05M	Buy	49,850 +533	+1%	+$21.2K	0.41%	44
2019 Q1	$1.99M	Buy	49,317 +74	+0.2%	+$2.96K	0.41%	41
2018 Q4	$2.04M	Buy	+49,243	New	+$2.04M	0.46%	38

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brandywine Oak Private Wealth's PFE Position: Q4 2025 in Review

Brandywine Oak Private Wealth sold out of Pfizer (PFE) in Q4 2025, closing a stake of 12,557 shares — an estimated $320K sold.

Brandywine Oak Private Wealth first reported a position in PFE in Q4 2018 and held it in 28 quarters. The position peaked at $4.14M in Q4 2021. 2,906 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Brandywine Oak Private Wealth reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
Brandywine Oak Private Wealth sold 12,557 Pfizer shares in Q4 2025, an estimated $320K.
Brandywine Oak Private Wealth first reported a position in Pfizer in Q4 2018 and held it in 28 quarters.
Brandywine Oak Private Wealth's Pfizer position peaked at $4.14M in Q4 2021.
2,906 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.