First Command Bank’s Pfizer PFE Stock Holding History

First Command Bank’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
2023 Q2	$814K	Buy	22,198 +514	+2%	+$20K	0.08%	64
2023 Q1	$885K	Buy	21,684 +456	+2%	+$19.7K	0.09%	55
2022 Q4	$1.09M	Sell	21,228 -2,044	-9%	-$98K	0.14%	41
2022 Q3	$1.02M	Sell	23,272 -1,346	-5%	-$65.4K	0.15%	35
2022 Q2	$1.29M	Sell	24,618 -262	-1%	-$13.4K	0.19%	31
2022 Q1	$1.29M	Sell	24,880 -8,240	-25%	-$428K	0.18%	39
2021 Q4	$1.42M	Hold	33,120	–	–	0.24%	32
2021 Q3	$1.42M	Sell	33,120 -3,271	-9%	-$145K	0.24%	32
2021 Q2	$1.43M	Buy	36,391 +4,873	+15%	+$189K	0.16%	33
2021 Q1	$1.14M	Buy	31,518 +193	+0.6%	+$6.85K	0.25%	38
2020 Q4	$1.15M	Buy	31,325 +390	+1%	+$14.3K	0.28%	36
2020 Q3	$1.08M	Buy	30,935 +1,486	+5%	+$52.1K	0.31%	35
2020 Q2	$914K	Sell	29,449 -2,520	-8%	-$85.6K	0.29%	34
2020 Q1	$990K	Sell	31,969 -182	-0.6%	-$6.2K	0.54%	29
2019 Q4	$1.2M	Buy	32,151 +1,171	+4%	+$41.7K	0.57%	29
2019 Q3	$1.06M	Buy	30,980 +243	+0.8%	+$8.84K	0.53%	31
2019 Q2	$1.26M	Buy	30,737 +3,249	+12%	+$129K	0.64%	26
2019 Q1	$1.11M	Sell	27,488 -5,245	-16%	-$210K	0.55%	30
2018 Q4	$1.36M	Sell	32,733 -436	-1%	-$18.1K	0.7%	24
2018 Q3	$1.39M	Buy	33,169 +2,580	+8%	+$99.3K	0.39%	34
2018 Q2	$1.05M	Buy	30,589 +15,824	+107%	+$541K	0.31%	40
2018 Q1	$497K	Buy	14,765 +2,045	+16%	+$70.3K	0.27%	52
2017 Q4	$437K	Sell	12,720 -487	-4%	-$16.6K	0.24%	59
2017 Q3	$447K	Buy	13,207 +594	+5%	+$19.1K	0.28%	56
2017 Q2	$402K	Buy	12,613 +1,717	+16%	+$54.1K	0.26%	62
2017 Q1	$354K	Buy	10,896 +404	+4%	+$12.7K	0.25%	66
2016 Q4	$324K	Buy	+10,492	New	+$320K	0.26%	64

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

First Command Bank's PFE Position: Q2 2023 in Review

First Command Bank increased its Pfizer (PFE) stake by 2.4% in Q2 2023, buying an estimated $20K and bringing the position to 22,198 shares worth $814K. The position accounts for 0.08% of the portfolio, ranked #64.

First Command Bank first reported a position in PFE in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.43M in Q2 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

First Command Bank held 22,198 shares of Pfizer worth $814K as of Q2 2023.
First Command Bank bought 514 Pfizer shares in Q2 2023, an estimated $20K.
Pfizer made up 0.08% of First Command Bank's portfolio in Q2 2023, its #64 holding.
First Command Bank first reported a position in Pfizer in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Pfizer position peaked at $1.43M in Q2 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.