HWG Holdings’s Pfizer PFE Stock Holding History

HWG Holdings’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	-50	Closed	-$1.27K	–	111
2025 Q1	$1.27K	Buy	+50	New	+$1.31K	﹤0.01%	128
2024 Q3	–	Sell	-1	Closed	-$33	–	100
2024 Q2	$33	Buy	+1	New	+$28	﹤0.01%	127
2019 Q1	–	Sell	-42,668	Closed	-$1.77M	–	106
2018 Q4	$1.77M	Sell	42,668 -4,260	-9%	-$177K	3.72%	9
2018 Q3	$1.96M	Buy	+46,928	New	+$1.81M	1.33%	25
2015 Q2	–	Sell	-23,390	Closed	-$772K	–	29
2015 Q1	$772K	Buy	+23,390	New	+$744K	1.25%	17

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

HWG Holdings's PFE Position: Q2 2025 in Review

HWG Holdings sold out of Pfizer (PFE) in Q2 2025, closing a stake of 50 shares — an estimated $1.27K sold.

HWG Holdings first reported a position in PFE in Q1 2015 and held it in 5 quarters. The position peaked at $1.96M in Q3 2018. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

HWG Holdings reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 50 Pfizer shares in Q2 2025, an estimated $1.27K.
HWG Holdings first reported a position in Pfizer in Q1 2015 and held it in 5 quarters.
HWG Holdings's Pfizer position peaked at $1.96M in Q3 2018.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.