BXM Wealth’s Pfizer PFE Stock Holding History

BXM 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 Q3	–	Sell	-9,855	Closed	-$239K	–	136
2025 Q2	$239K	Hold	9,855	–	–	0.28%	94
2025 Q1	$249K	Sell	9,855 -174	-2%	-$4.55K	0.3%	89
2024 Q4	$266K	Buy	+10,029	New	+$272K	0.37%	73

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BXM Wealth's PFE Position: Q3 2025 in Review

BXM Wealth sold out of Pfizer (PFE) in Q3 2025, closing a stake of 9,855 shares — an estimated $239K sold.

BXM Wealth first reported a position in PFE in Q4 2024 and held it in 3 quarters. The position peaked at $266K in Q4 2024. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

BXM Wealth reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
BXM Wealth sold 9,855 Pfizer shares in Q3 2025, an estimated $239K.
BXM Wealth first reported a position in Pfizer in Q4 2024 and held it in 3 quarters.
BXM Wealth's Pfizer position peaked at $266K in Q4 2024.
2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on BXM Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.