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Buckingham Strategic Wealth’s Pfizer PFE Stock Holding History

Buckingham Strategic 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
2024
Q2 		$29.9K Hold
13,000
– – ﹤0.01% 758
2024
Q1 		$34.7K Sell
13,000
-2,000
-13% -$55.5K ﹤0.01% 750
2023
Q4 		$55.5K Buy
+15,000
New +$453K ﹤0.01% 710

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Buckingham Strategic Wealth's PFE Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Pfizer (PFE) stake by 2.1% in Q2 2024, selling an estimated $86.2K and leaving 149,025 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #161.

Buckingham Strategic Wealth first reported a position in PFE in Q2 2013 and has held it in 45 quarters since. The position peaked at $7.84M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Buckingham Strategic Wealth held 149,025 shares of Pfizer worth $4.17M as of Q2 2024.
  • Buckingham Strategic Wealth sold 3,132 Pfizer shares in Q2 2024, an estimated $86.2K.
  • Pfizer made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #161 holding.
  • Buckingham Strategic Wealth first reported a position in Pfizer in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's Pfizer position peaked at $7.84M in Q4 2021.
  • 2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.