Harbour Trust & Investment Management’s Pfizer PFE Stock Holding History

Harbour Trust & Investment 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	-8,368	Closed	-$212K	–	159
2025 Q1	$212K	Sell	8,368 -933	-10%	-$24.4K	0.03%	148
2024 Q4	$247K	Sell	9,301 -7,114	-43%	-$193K	0.03%	144
2024 Q3	$475K	Sell	16,415 -6,554	-29%	-$191K	0.05%	115
2024 Q2	$643K	Sell	22,969 -26,529	-54%	-$730K	0.08%	104
2024 Q1	$1.37M	Sell	49,498 -49,513	-50%	-$1.37M	0.17%	86
2023 Q4	$2.85M	Buy	+99,011	New	+$2.99M	0.4%	62

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Harbour Trust & Investment Management's PFE Position: Q2 2025 in Review

Harbour Trust & Investment Management sold out of Pfizer (PFE) in Q2 2025, closing a stake of 8,368 shares — an estimated $212K sold.

Harbour Trust & Investment Management first reported a position in PFE in Q4 2023 and held it in 6 quarters. The position peaked at $2.85M in Q4 2023. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Harbour Trust & Investment Management reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Harbour Trust & Investment Management sold 8,368 Pfizer shares in Q2 2025, an estimated $212K.
Harbour Trust & Investment Management first reported a position in Pfizer in Q4 2023 and held it in 6 quarters.
Harbour Trust & Investment Management's Pfizer position peaked at $2.85M in Q4 2023.
2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.