Iron Horse Wealth Management’s Pfizer PFE Stock Holding History

Iron Horse 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 Q2	$48.5K	Buy	2,000 +336	+20%	+$7.84K	0.01%	140
2025 Q1	$42.2K	Sell	1,664 -172	-9%	-$4.5K	0.01%	137
2024 Q4	$48.7K	Buy	1,836 +1,000	+120%	+$27.1K	0.02%	118
2024 Q3	$24.2K	Buy	836 +100	+14%	+$2.92K	0.01%	157
2024 Q2	$20.6K	Hold	736	–	–	0.01%	158
2024 Q1	$20.4K	Buy	736 +450	+157%	+$12.5K	0.01%	133
2023 Q4	$8.23K	Hold	286	–	–	﹤0.01%	210
2023 Q3	$9.49K	Buy	286 +93	+48%	+$3.29K	﹤0.01%	191
2023 Q2	$7.08K	Hold	193	–	–	﹤0.01%	167
2023 Q1	$7.87K	Hold	193	–	–	﹤0.01%	175
2022 Q4	$10K	Hold	193	–	–	0.01%	126
2022 Q3	$8K	Hold	193	–	–	0.01%	93
2022 Q2	$10K	Buy	193 +10	+5%	+$510	0.01%	123
2022 Q1	$9K	Hold	183	–	–	﹤0.01%	135
2021 Q4	$11K	Hold	183	–	–	0.01%	116
2021 Q3	$8K	Hold	183	–	–	0.01%	122
2021 Q2	$7K	Hold	183	–	–	﹤0.01%	133
2021 Q1	$7K	Hold	183	–	–	0.01%	124
2020 Q4	$7K	Buy	+183	New	+$6.71K	0.01%	116

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

Iron Horse Wealth Management's PFE Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Pfizer (PFE) stake by 20% in Q2 2025, buying an estimated $7.84K and bringing the position to 2,000 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #140.

Iron Horse Wealth Management first reported a position in PFE in Q4 2020 and has held it in 19 quarters since. The position peaked at $48.7K in Q4 2024. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Iron Horse Wealth Management held 2,000 shares of Pfizer worth $48.5K as of Q2 2025.
Iron Horse Wealth Management bought 336 Pfizer shares in Q2 2025, an estimated $7.84K.
Pfizer made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #140 holding.
Iron Horse Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Pfizer position peaked at $48.7K in Q4 2024.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.