IPW
PFE icon

Inlet Private Wealth’s Pfizer PFE Stock Holding History

Inlet Private Wealth’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
Q4 		– Sell
-19,530
Closed -$498K – 137
2025
Q3 		$498K Hold
19,530
– – 0.11% 106
2025
Q2 		$473K Sell
19,530
-100
-0.5% -$2.33K 0.12% 106
2025
Q1 		$497K Sell
19,630
-16,478
-46% -$431K 0.13% 102
2024
Q4 		$958K Sell
36,108
-10,100
-22% -$274K 0.25% 85
2024
Q3 		$1.34M Sell
46,208
-14,035
-23% -$409K 0.34% 76
2024
Q2 		$1.69M Sell
60,243
-2,201
-4% -$60.6K 0.46% 64
2024
Q1 		$1.73M Sell
62,444
-6,616
-10% -$184K 0.48% 62
2023
Q4 		$1.99M Sell
69,060
-5,131
-7% -$155K 0.61% 54
2023
Q3 		$2.46M Sell
74,191
-16,843
-19% -$596K 0.81% 44
2023
Q2 		$3.34M Sell
91,034
-4,649
-5% -$181K 0.84% 37
2023
Q1 		$3.9M Hold
95,683
– – 1.02% 28
2022
Q4 		$4.9M Buy
95,683
+7,231
+8% +$347K 1.26% 22
2022
Q3 		$3.87M Buy
88,452
+1,290
+1% +$62.7K 1.15% 28
2022
Q2 		$4.57M Buy
87,162
+487
+0.6% +$24.8K 1.31% 23
2022
Q1 		$4.49M Buy
86,675
+181
+0.2% +$9.39K 1.12% 25
2021
Q4 		$5.11M Buy
86,494
+53
+0.1% +$2.63K 1.24% 25
2021
Q3 		$3.72M Hold
86,441
– – 1% 35
2021
Q2 		$3.38M Buy
86,441
+6,956
+9% +$271K 0.89% 44
2021
Q1 		$2.88M Buy
79,485
+1,863
+2% +$66.1K 0.82% 48
2020
Q4 		$2.86M Sell
77,622
-4,192
-5% -$154K 0.93% 41
2020
Q3 		$2.85M Hold
81,814
– – 1.11% 26
2020
Q2 		$2.54M Hold
81,814
– – 1.01% 37
2020
Q1 		$2.53M Sell
81,814
-2,692
-3% -$91.7K 1.18% 28
2019
Q4 		$3.14M Buy
84,506
+2,106
+3% +$75K 1.04% 32
2019
Q3 		$2.81M Buy
82,400
+106
+0.1% +$3.85K 1.04% 31
2019
Q2 		$3.31M Buy
82,294
+6,969
+9% +$277K 1.19% 24
2019
Q1 		$3.04M Buy
75,325
+25,243
+50% +$1.01M 1.22% 21
2018
Q4 		$2.07M Buy
+50,082
New +$2.08M 1.12% 21

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Inlet Private Wealth's PFE Position: Q4 2025 in Review

Inlet Private Wealth sold out of Pfizer (PFE) in Q4 2025, closing a stake of 19,530 shares — an estimated $498K sold.

Inlet Private Wealth first reported a position in PFE in Q4 2018 and held it in 28 quarters. The position peaked at $5.11M in Q4 2021. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Inlet Private Wealth reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Inlet Private Wealth sold 19,530 Pfizer shares in Q4 2025, an estimated $498K.
  • Inlet Private Wealth first reported a position in Pfizer in Q4 2018 and held it in 28 quarters.
  • Inlet Private Wealth's Pfizer position peaked at $5.11M in Q4 2021.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Inlet Private Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.