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Guardian Wealth Management (Illinois)’s Pfizer PFE Stock Holding History

Guardian Wealth Management (Illinois)’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
-2,205
Closed -$55.9K – 156
2025
Q1 		$55.9K Buy
2,205
+9
+0.4% +$236 0.04% 99
2024
Q4 		$58.3K Buy
2,196
+9
+0.4% +$244 0.04% 110
2024
Q3 		$63.3K Buy
2,187
+8
+0.4% +$233 0.04% 106
2024
Q2 		$61K Buy
2,179
+8
+0.4% +$220 0.05% 105
2024
Q1 		$60.2K Sell
2,171
-76
-3% -$2.11K 0.05% 106
2023
Q4 		$64.7K Buy
2,247
+1,597
+246% +$48.3K 0.05% 101
2023
Q3 		$21.6K Sell
650
-608
-48% -$21.5K 0.02% 133
2023
Q2 		$46.2K Buy
1,258
+5
+0.4% +$195 0.04% 106
2023
Q1 		$51.1K Buy
1,253
+2
+0.2% +$86 0.05% 106
2022
Q4 		$64.1K Buy
1,251
+4
+0.3% +$192 0.06% 106
2022
Q3 		$55K Sell
1,247
-73
-6% -$3.55K 0.06% 100
2022
Q2 		$69K Buy
1,320
+1
+0.1% +$51 0.07% 99
2022
Q1 		$68K Buy
1,319
+6
+0.5% +$311 0.07% 106
2021
Q4 		$78K Buy
+1,313
New +$65.1K 0.08% 97

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

Guardian Wealth Management (Illinois)'s PFE Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Pfizer (PFE) in Q2 2025, closing a stake of 2,205 shares — an estimated $55.9K sold.

Guardian Wealth Management (Illinois) first reported a position in PFE in Q4 2021 and held it in 14 quarters. The position peaked at $78K in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 2,205 Pfizer shares in Q2 2025, an estimated $55.9K.
  • Guardian Wealth Management (Illinois) first reported a position in Pfizer in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Pfizer position peaked at $78K in Q4 2021.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.