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Brass Tax Wealth Management’s Pfizer PFE Stock Holding History

Brass Tax 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
Q3 		$274K Sell
10,768
-38
-0.4% -$938 0.05% 197
2025
Q2 		$262K Sell
10,806
-1,777
-14% -$41.4K 0.05% 186
2025
Q1 		$319K Sell
12,583
-114
-0.9% -$2.98K 0.07% 149
2024
Q4 		$337K Sell
12,697
-946
-7% -$25.7K 0.07% 131
2024
Q3 		$395K Buy
13,643
+3,303
+32% +$96.4K 0.08% 109
2024
Q2 		$289K Buy
10,340
+2,028
+24% +$55.8K 0.13% 97
2024
Q1 		$231K Buy
+8,312
New +$231K 0.12% 100

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
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brass Tax Wealth Management's PFE Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Pfizer (PFE) stake by 0.35% in Q3 2025, selling an estimated $938 and leaving 10,768 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #197.

Brass Tax Wealth Management first reported a position in PFE in Q1 2024 and has held it in 7 quarters since. The position peaked at $395K in Q3 2024. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Brass Tax Wealth Management held 10,768 shares of Pfizer worth $274K as of Q3 2025.
  • Brass Tax Wealth Management sold 38 Pfizer shares in Q3 2025, an estimated $938.
  • Pfizer made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #197 holding.
  • Brass Tax Wealth Management first reported a position in Pfizer in Q1 2024 and has held it in 7 quarters since.
  • Brass Tax Wealth Management's Pfizer position peaked at $395K in Q3 2024.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.