EWM
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Executive Wealth Management’s Pfizer PFE Stock Holding History

Executive 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
2024
Q4 		$428K Sell
16,148
-295
-2% -$8K 0.03% 177
2024
Q3 		$476K Buy
+16,443
New +$480K 0.04% 176
2024
Q2 		– Sell
-9,656
Closed -$268K – 215
2024
Q1 		$268K Buy
9,656
+766
+9% +$21.3K 0.02% 210
2023
Q4 		$256K Sell
8,890
-140,302
-94% -$4.24M 0.02% 184
2023
Q3 		$4.95M Buy
149,192
+2,681
+2% +$94.8K 0.51% 64
2023
Q2 		$5.37M Buy
146,511
+1,664
+1% +$64.8K 0.56% 60
2023
Q1 		$5.91M Buy
144,847
+5,873
+4% +$254K 0.66% 51
2022
Q4 		$7.12M Buy
138,974
+132,930
+2,199% +$6.37M 0.87% 35
2022
Q3 		$6.04K Sell
6,044
-130,910
-96% -$6.36M 0.84% 33
2022
Q2 		$7.18M Sell
136,954
-9,261
-6% -$472K 0.97% 27
2022
Q1 		$7.57M Sell
146,215
-15,475
-10% -$803K 0.82% 39
2021
Q4 		$9.55M Buy
161,690
+5,926
+4% +$294K 0.95% 26
2021
Q3 		$6.7M Buy
155,764
+477
+0.3% +$21.1K 0.74% 42
2021
Q2 		$6.08M Buy
155,287
+9,970
+7% +$388K 0.67% 51
2021
Q1 		$5.26M Buy
145,317
+6,319
+5% +$224K 0.62% 49
2020
Q4 		$5.12M Buy
138,998
+14,705
+12% +$539K 0.63% 43
2020
Q3 		$4.33M Buy
124,293
+4,071
+3% +$143K 0.6% 43
2020
Q2 		$3.73M Sell
120,222
-14,833
-11% -$504K 0.56% 42
2020
Q1 		$4.18M Buy
135,055
+6,466
+5% +$220K 0.74% 28
2019
Q4 		$4.78M Buy
128,589
+13,430
+12% +$478K 0.65% 43
2019
Q3 		$3.92M Buy
115,159
+16,254
+16% +$591K 0.6% 42
2019
Q2 		$4.07M Buy
98,905
+11,584
+13% +$460K 0.58% 37
2019
Q1 		$3.52M Buy
87,321
+5,108
+6% +$205K 0.63% 33
2018
Q4 		$3.4M Buy
+82,213
New +$3.41M 0.6% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Executive Wealth Management's PFE Position: Q4 2024 in Review

Executive Wealth Management reduced its Pfizer (PFE) stake by 1.8% in Q4 2024, selling an estimated $8K and leaving 16,148 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #177.

Executive Wealth Management first reported a position in PFE in Q4 2018 and has held it in 24 quarters since. The position peaked at $9.55M in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Executive Wealth Management held 16,148 shares of Pfizer worth $428K as of Q4 2024.
  • Executive Wealth Management sold 295 Pfizer shares in Q4 2024, an estimated $8K.
  • Pfizer made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #177 holding.
  • Executive Wealth Management first reported a position in Pfizer in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Pfizer position peaked at $9.55M in Q4 2021.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.