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Howard Wealth Management’s Pfizer PFE Stock Holding History

Howard 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
2025
Q1 		– Sell
-7,615
Closed -$202K – 118
2024
Q4 		$202K Sell
7,615
-417
-5% -$11.3K 0.11% 114
2024
Q3 		$232K Sell
8,032
-148
-2% -$4.32K 0.14% 106
2024
Q2 		$229K Sell
8,180
-1,396
-15% -$38.4K 0.18% 90
2024
Q1 		$266K Sell
9,576
-2,650
-22% -$73.5K 0.22% 85
2023
Q4 		$352K Sell
12,226
-457
-4% -$13.8K 0.29% 67
2023
Q3 		$421K Buy
12,683
+1,615
+15% +$57.1K 0.39% 57
2023
Q2 		$406K Sell
11,068
-250
-2% -$9.73K 0.35% 62
2023
Q1 		$462K Hold
11,318
– – 0.39% 61
2022
Q4 		$580K Buy
11,318
+85
+0.8% +$4.08K 0.48% 56
2022
Q3 		$491K Buy
11,233
+6,540
+139% +$318K 0.35% 63
2022
Q2 		$246K Sell
4,693
-6,926
-60% -$353K 0.26% 53
2022
Q1 		$601K Sell
11,619
-46
-0.4% -$2.39K 0.33% 65
2021
Q4 		$688K Buy
11,665
+43
+0.4% +$2.13K 0.36% 65
2021
Q3 		$499K Sell
11,622
-231
-2% -$10.2K 0.28% 81
2021
Q2 		$464K Buy
11,853
+918
+8% +$35.7K 0.26% 82
2021
Q1 		$396K Sell
10,935
-649
-6% -$23K 0.23% 88
2020
Q4 		$426K Sell
11,584
-788
-6% -$28.9K 0.27% 83
2020
Q3 		$430K Buy
12,372
+287
+2% +$10.1K 0.31% 73
2020
Q2 		$374K Buy
12,085
+107
+0.9% +$3.63K 0.31% 76
2020
Q1 		$370K Sell
11,978
-205
-2% -$6.99K 0.39% 65
2019
Q4 		$452K Buy
+12,183
New +$434K 0.38% 65

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

Howard Wealth Management's PFE Position: Q1 2025 in Review

Howard Wealth Management sold out of Pfizer (PFE) in Q1 2025, closing a stake of 7,615 shares — an estimated $202K sold.

Howard Wealth Management first reported a position in PFE in Q4 2019 and held it in 21 quarters. The position peaked at $688K in Q4 2021. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Howard Wealth Management reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Howard Wealth Management sold 7,615 Pfizer shares in Q1 2025, an estimated $202K.
  • Howard Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 21 quarters.
  • Howard Wealth Management's Pfizer position peaked at $688K in Q4 2021.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Howard Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.