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Crumly & Associates’s Pfizer PFE Stock Holding History

Crumly & Associates’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
Q2 		– Sell
-16,111
Closed -$408K – 179
2025
Q1 		$408K Buy
16,111
+3,389
+27% +$88.7K 0.11% 107
2024
Q4 		$338K Buy
12,722
+1,942
+18% +$52.7K 0.09% 116
2024
Q3 		$312K Sell
10,780
-215
-2% -$6.27K 0.09% 120
2024
Q2 		$308K Buy
10,995
+2,998
+37% +$82.5K 0.09% 118
2024
Q1 		$222K Buy
7,997
+698
+10% +$19.4K 0.06% 127
2023
Q4 		$210K Sell
7,299
-9,891
-58% -$299K 0.06% 123
2023
Q3 		$570K Buy
17,190
+109
+0.6% +$3.85K 0.22% 63
2023
Q2 		$627K Sell
17,081
-3,136
-16% -$122K 0.25% 57
2023
Q1 		$825K Buy
20,217
+285
+1% +$12.3K 0.36% 45
2022
Q4 		$1.02M Sell
19,932
-133
-0.7% -$6.38K 0.39% 34
2022
Q3 		$878K Sell
20,065
-176
-0.9% -$8.55K 0.36% 38
2022
Q2 		$1.06M Buy
20,241
+773
+4% +$39.4K 0.44% 36
2022
Q1 		$1.01M Buy
19,468
+471
+2% +$24.4K 0.38% 44
2021
Q4 		$1.01M Buy
18,997
+126
+0.7% +$6.24K 0.4% 45
2021
Q3 		$812K Sell
18,871
-4,016
-18% -$178K 0.38% 48
2021
Q2 		$896K Buy
22,887
+1,452
+7% +$56.5K 0.43% 42
2021
Q1 		$777K Buy
21,435
+4,985
+30% +$177K 0.45% 40
2020
Q4 		$601K Sell
16,450
-232
-1% -$8.51K 0.42% 36
2020
Q3 		$581K Buy
+16,682
New +$585K 0.5% 27

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Crumly & Associates's PFE Position: Q2 2025 in Review

Crumly & Associates sold out of Pfizer (PFE) in Q2 2025, closing a stake of 16,111 shares — an estimated $408K sold.

Crumly & Associates first reported a position in PFE in Q3 2020 and held it in 19 quarters. The position peaked at $1.06M in Q2 2022. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Crumly & Associates reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Crumly & Associates sold 16,111 Pfizer shares in Q2 2025, an estimated $408K.
  • Crumly & Associates first reported a position in Pfizer in Q3 2020 and held it in 19 quarters.
  • Crumly & Associates's Pfizer position peaked at $1.06M in Q2 2022.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Crumly & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.