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GGM Wealth Advisors’s Pfizer PFE Stock Holding History

GGM Wealth Advisors’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 		$480K Sell
20,816
-294
-1% -$7.69K 0.27% 76
2024
Q4 		$560K Buy
21,110
+187
+0.9% +$5.07K 0.29% 70
2024
Q3 		$605K Buy
20,923
+600
+3% +$17.5K 0.26% 69
2024
Q2 		$569K Buy
20,323
+60
+0.3% +$1.65K 0.26% 68
2024
Q1 		$543K Sell
20,263
-4,539
-18% -$126K 0.25% 69
2023
Q4 		$681K Sell
24,802
-3,853
-13% -$116K 0.28% 68
2023
Q3 		$950K Sell
28,655
-6,975
-20% -$247K 0.41% 49
2023
Q2 		$1.28M Buy
35,630
+173
+0.5% +$6.73K 0.52% 42
2023
Q1 		$1.45M Buy
35,457
+59
+0.2% +$2.55K 0.83% 30
2022
Q4 		$1.8M Buy
35,398
+16
+0% +$767 0.93% 27
2022
Q3 		$1.61M Buy
35,382
+2,138
+6% +$104K 0.87% 27
2022
Q2 		$1.73M Buy
33,244
+29
+0.1% +$1.48K 0.97% 24
2022
Q1 		$1.67M Buy
33,215
+8,403
+34% +$436K 0.83% 27
2021
Q4 		$1.41M Buy
24,812
+16
+0.1% +$793 1.12% 22
2021
Q3 		$1.07M Buy
24,796
+97
+0.4% +$4.3K 0.85% 30
2021
Q2 		$996K Buy
24,699
+84
+0.3% +$3.27K 0.85% 31
2021
Q1 		$951K Buy
24,615
+38
+0.2% +$1.35K 0.76% 30
2020
Q4 		$905K Buy
+24,577
New +$901K 0.89% 27

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
Wellington Management Group
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
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GGM Wealth Advisors's PFE Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Pfizer (PFE) stake by 1.4% in Q1 2025, selling an estimated $7.69K and leaving 20,816 shares worth $480K. The position accounts for 0.27% of the portfolio, ranked #76.

GGM Wealth Advisors first reported a position in PFE in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.8M in Q4 2022. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • GGM Wealth Advisors held 20,816 shares of Pfizer worth $480K as of Q1 2025.
  • GGM Wealth Advisors sold 294 Pfizer shares in Q1 2025, an estimated $7.69K.
  • Pfizer made up 0.27% of GGM Wealth Advisors's portfolio in Q1 2025, its #76 holding.
  • GGM Wealth Advisors first reported a position in Pfizer in Q4 2020 and has held it in 18 quarters since.
  • GGM Wealth Advisors's Pfizer position peaked at $1.8M in Q4 2022.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.