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Briaud Financial Planning’s Pfizer PFE Stock Holding History

Briaud Financial Planning’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 		– Sell
-810
Closed -$19K – 256
2025
Q2 		$19K Hold
810
– – 0.01% 178
2025
Q1 		$20K Hold
810
– – 0.01% 126
2024
Q4 		$21K Hold
810
– – 0.01% 121
2024
Q3 		$23K Hold
810
– – 0.01% 89
2024
Q2 		$22K Hold
810
– – 0.01% 87
2024
Q1 		$23K Buy
+810
New +$22.5K 0.01% 81
2023
Q4 		– Sell
-912
Closed -$30K – 122
2023
Q3 		$30K Buy
+912
New +$32.3K 0.02% 73

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

Briaud Financial Planning's PFE Position: Q3 2025 in Review

Briaud Financial Planning sold out of Pfizer (PFE) in Q3 2025, closing a stake of 810 shares — an estimated $19K sold.

Briaud Financial Planning first reported a position in PFE in Q3 2023 and held it in 7 quarters. The position peaked at $30K in Q3 2023. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Briaud Financial Planning reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 810 Pfizer shares in Q3 2025, an estimated $19K.
  • Briaud Financial Planning first reported a position in Pfizer in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Pfizer position peaked at $30K in Q3 2023.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.