FEM
PFE icon

Fulcrum Equity Management’s Pfizer PFE Stock Holding History

Fulcrum Equity 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 		– Sell
-15,274
Closed -$442K – 143
2024
Q3 		$442K Sell
15,274
-1,321
-8% -$38.5K 0.37% 91
2024
Q2 		$464K Buy
16,595
+368
+2% +$10.1K 0.42% 78
2024
Q1 		$450K Buy
16,227
+1,523
+10% +$42.3K 0.53% 62
2023
Q4 		$423K Sell
14,704
-2,484
-14% -$75.1K 0.52% 51
2023
Q3 		$570K Buy
17,188
+5,503
+47% +$195K 0.67% 40
2023
Q2 		$429K Sell
11,685
-2,025
-15% -$78.8K 0.5% 50
2023
Q1 		$559K Buy
13,710
+2,981
+28% +$129K 0.53% 52
2022
Q4 		$550K Buy
10,729
+84
+0.8% +$4.03K 0.45% 45
2022
Q3 		$466K Buy
10,645
+92
+0.9% +$4.47K 0.39% 44
2022
Q2 		$553K Buy
10,553
+57
+0.5% +$2.9K 0.45% 41
2022
Q1 		$543K Sell
10,496
-381
-4% -$19.8K 0.32% 55
2021
Q4 		$642K Sell
10,877
-448
-4% -$22.2K 0.24% 77
2021
Q3 		$487K Buy
11,325
+2,105
+23% +$93.3K 0.19% 88
2021
Q2 		$361K Buy
9,220
+2,139
+30% +$83.2K 0.13% 122
2021
Q1 		$257K Sell
7,081
-4,511
-39% -$160K 0.1% 151
2020
Q4 		$427K Sell
11,592
-1,193
-9% -$43.8K 0.17% 94
2020
Q3 		$445K Sell
12,785
-5,389
-30% -$189K 0.21% 77
2020
Q2 		$564K Buy
18,174
+2,576
+17% +$87.5K 0.27% 64
2020
Q1 		$483K Sell
15,598
-1,571
-9% -$53.5K 0.34% 18
2019
Q4 		$638K Sell
17,169
-546
-3% -$19.4K 0.33% 44
2019
Q3 		$604K Buy
17,715
+201
+1% +$7.31K 0.31% 35
2019
Q2 		$604K Buy
17,514
+3,059
+21% +$121K 0.29% 34
2019
Q1 		$582K Sell
14,455
-214
-1% -$8.57K 0.2% 31
2018
Q4 		$607K Buy
+14,669
New +$609K 0.22% 23

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

Fulcrum Equity Management's PFE Position: Q4 2024 in Review

Fulcrum Equity Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 15,274 shares — an estimated $442K sold.

Fulcrum Equity Management first reported a position in PFE in Q4 2018 and held it in 24 quarters. The position peaked at $642K in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Fulcrum Equity Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 15,274 Pfizer shares in Q4 2024, an estimated $442K.
  • Fulcrum Equity Management first reported a position in Pfizer in Q4 2018 and held it in 24 quarters.
  • Fulcrum Equity Management's Pfizer position peaked at $642K in Q4 2021.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.