HB Wealth Management’s Pfizer PFE Stock Holding History

HB Wealth 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
2026 Q1	$9.66M	Buy	343,989 +15,142	+5%	+$403K	0.06%	161
2025 Q4	$8.19M	Sell	328,847 -3,356	-1%	-$84.6K	0.05%	180
2025 Q3	$8.46M	Buy	332,203 +40,675	+14%	+$1M	0.06%	178
2025 Q2	$7.07M	Buy	291,528 +42,200	+17%	+$984K	0.06%	178
2025 Q1	$6.32M	Buy	249,328 +50,968	+26%	+$1.33M	0.05%	189
2024 Q4	$5.26M	Sell	198,360 -1,254	-0.6%	-$34K	0.05%	158
2024 Q3	$5.78M	Buy	199,614 +10,611	+6%	+$310K	0.06%	142
2024 Q2	$5.29M	Sell	189,003 -237	-0.1%	-$6.53K	0.06%	143
2024 Q1	$5.25M	Buy	189,240 +25,493	+16%	+$707K	0.07%	145
2023 Q4	$4.71M	Sell	163,747 -41,434	-20%	-$1.25M	0.07%	141
2023 Q3	$6.81M	Sell	205,181 -1,724	-0.8%	-$61K	0.11%	95
2023 Q2	$7.59M	Buy	206,905 +6,836	+3%	+$266K	0.12%	91
2023 Q1	$8.16M	Sell	200,069 -141,341	-41%	-$6.1M	0.14%	76
2022 Q4	$17.5M	Buy	341,410 +309	+0.1%	+$14.8K	0.32%	37
2022 Q3	$14.9M	Buy	341,101 +72,680	+27%	+$3.53M	0.32%	34
2022 Q2	$14.1M	Buy	268,421 +16,956	+7%	+$864K	0.29%	34
2022 Q1	$13M	Buy	251,465 +30,768	+14%	+$1.6M	0.24%	40
2021 Q4	$13M	Buy	+220,697	New	+$10.9M	0.26%	36

Other funds holding PFE

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Massachusetts Financial Services

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

State Farm Mutual Automobile Insurance

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