First Dallas Securities’s Pfizer PFE Stock Holding History

First Dallas Securities’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 Q1	–	Sell	-13,350	Closed	-$354K	–	120
2024 Q4	$354K	Sell	13,350 -9,250	-41%	-$251K	0.14%	101
2024 Q3	$654K	Sell	22,600 -2,700	-11%	-$78.8K	0.27%	65
2024 Q2	$708K	Buy	25,300 +5,100	+25%	+$140K	0.31%	61
2024 Q1	$561K	Buy	20,200 +5,350	+36%	+$148K	0.26%	81
2023 Q4	$428K	Buy	+14,850	New	+$449K	0.22%	87
2023 Q1	–	Sell	-9,523	Closed	-$488K	–	123
2022 Q4	$488K	Sell	9,523 -12,720	-57%	-$610K	0.29%	74
2022 Q3	$973K	Sell	22,243 -16,349	-42%	-$794K	0.67%	46
2022 Q2	$2.02M	Sell	38,592 -11,262	-23%	-$574K	1.36%	19
2022 Q1	$2.58M	Sell	49,854 -128	-0.3%	-$6.64K	1.46%	19
2021 Q4	$2.95M	Buy	49,982 +7,363	+17%	+$365K	1.94%	11
2021 Q3	$1.83M	Buy	+42,619	New	+$1.89M	1.27%	23
2018 Q1	–	Sell	-3,436	Closed	-$118K	–	130
2017 Q4	$118K	Buy	+3,436	New	+$117K	0.08%	136
2015 Q3	–	Sell	-7,399	Closed	-$235K	–	110
2015 Q2	$235K	Buy	+7,399	New	+$241K	0.17%	91

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Dallas Securities's PFE Position: Q1 2025 in Review

First Dallas Securities sold out of Pfizer (PFE) in Q1 2025, closing a stake of 13,350 shares — an estimated $354K sold.

First Dallas Securities first reported a position in PFE in Q2 2015 and held it in 13 quarters. The position peaked at $2.95M in Q4 2021. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

First Dallas Securities reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
First Dallas Securities sold 13,350 Pfizer shares in Q1 2025, an estimated $354K.
First Dallas Securities first reported a position in Pfizer in Q2 2015 and held it in 13 quarters.
First Dallas Securities's Pfizer position peaked at $2.95M in Q4 2021.
2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on First Dallas Securities's 13F filing for Q1 2025, filed 16 May 2025.