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Flaharty Asset Management’s Pfizer PFE Stock Holding History

Flaharty Asset 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
2025
Q2 		– Sell
-5,343
Closed -$135K – 382
2025
Q1 		$135K Buy
+5,343
New +$140K 0.02% 139
2024
Q4 		– Sell
-5,248
Closed -$152K – 337
2024
Q3 		$152K Buy
+5,248
New +$153K 0.02% 132
2023
Q4 		– Sell
-6,369
Closed -$211K – 352
2023
Q3 		$211K Buy
6,369
+39
+0.6% +$1.38K 0.04% 105
2023
Q2 		$232K Sell
6,330
-1,249
-16% -$48.6K 0.04% 101
2023
Q1 		$309K Sell
7,579
-337
-4% -$14.6K 0.06% 80
2022
Q4 		$406K Buy
7,916
+65
+0.8% +$3.12K 0.08% 72
2022
Q3 		$344K Sell
7,851
-585
-7% -$28.4K 0.07% 79
2022
Q2 		$442K Sell
8,436
-30
-0.4% -$1.53K 0.09% 69
2022
Q1 		$438K Buy
8,466
+3,208
+61% +$166K 0.08% 72
2021
Q4 		$311K Sell
5,258
-3,031
-37% -$150K 0.06% 95
2021
Q3 		$357K Buy
+8,289
New +$367K 0.07% 85

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

Flaharty Asset Management's PFE Position: Q2 2025 in Review

Flaharty Asset Management sold out of Pfizer (PFE) in Q2 2025, closing a stake of 5,343 shares — an estimated $135K sold.

Flaharty Asset Management first reported a position in PFE in Q3 2021 and held it in 11 quarters. The position peaked at $442K in Q2 2022. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Flaharty Asset Management reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 5,343 Pfizer shares in Q2 2025, an estimated $135K.
  • Flaharty Asset Management first reported a position in Pfizer in Q3 2021 and held it in 11 quarters.
  • Flaharty Asset Management's Pfizer position peaked at $442K in Q2 2022.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.