Garrett Wealth Advisory Group’s Pfizer PFE Stock Holding History

Garrett Wealth Advisory Group’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	-20,135	Closed	-$510K	–	117
2025 Q1	$510K	Buy	20,135 +1,215	+6%	+$31.8K	0.11%	56
2024 Q4	$502K	Sell	18,920 -970	-5%	-$26.3K	0.11%	55
2024 Q3	$576K	Buy	19,890 +38	+0.2%	+$1.11K	0.14%	47
2024 Q2	$555K	Sell	19,852 -739	-4%	-$20.3K	0.2%	41
2024 Q1	$571K	Sell	20,591 -1,007	-5%	-$27.9K	0.23%	29
2023 Q4	$622K	Buy	+21,598	New	+$653K	0.26%	26
2023 Q1	–	Sell	-3,974	Closed	-$204K	–	47
2022 Q4	$204K	Buy	+3,974	New	+$191K	0.1%	46
2022 Q3	–	Sell	-3,946	Closed	-$207K	–	47
2022 Q2	$207K	Buy	3,946 +13	+0.3%	+$662	0.11%	47
2022 Q1	$204K	Sell	3,933 -98	-2%	-$5.08K	0.1%	61
2021 Q4	$238K	Buy	+4,031	New	+$200K	0.12%	53
2019 Q4	–	Sell	-4,528	Closed	-$154K	–	485
2019 Q3	$154K	Buy	+4,528	New	+$165K	0.11%	60
2019 Q2	–	Sell	-5,147	Closed	-$207K	–	53
2019 Q1	$207K	Buy	5,147 +142	+3%	+$5.69K	0.17%	51
2018 Q4	$206K	Buy	+5,005	New	+$208K	0.19%	44

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Garrett Wealth Advisory Group's PFE Position: Q2 2025 in Review

Garrett Wealth Advisory Group sold out of Pfizer (PFE) in Q2 2025, closing a stake of 20,135 shares — an estimated $510K sold.

Garrett Wealth Advisory Group first reported a position in PFE in Q4 2018 and held it in 13 quarters. The position peaked at $622K in Q4 2023. 2,813 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Garrett Wealth Advisory Group reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Garrett Wealth Advisory Group sold 20,135 Pfizer shares in Q2 2025, an estimated $510K.
Garrett Wealth Advisory Group first reported a position in Pfizer in Q4 2018 and held it in 13 quarters.
Garrett Wealth Advisory Group's Pfizer position peaked at $622K in Q4 2023.
2,813 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2025, filed 12 Aug 2025.