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J.W. Coons Advisors’s Pfizer PFE Stock Holding History

J.W. Coons Advisors’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 		$854K Buy
35,241
+1,996
+6% +$46.5K 0.19% 112
2025
Q1 		$842K Buy
33,245
+300
+0.9% +$7.85K 0.22% 103
2024
Q4 		$874K Sell
32,945
-3,776
-10% -$102K 0.22% 101
2024
Q3 		$1.06M Hold
36,721
– – 0.27% 90
2024
Q2 		$1.03M Sell
36,721
-200
-0.5% -$5.51K 0.25% 91
2024
Q1 		$1.02M Sell
36,921
-2,100
-5% -$58.3K 0.23% 87
2023
Q4 		$1.12M Sell
39,021
-5,100
-12% -$154K 0.3% 80
2023
Q3 		$1.46M Sell
44,121
-3,600
-8% -$127K 0.42% 56
2023
Q2 		$1.75M Hold
47,721
– – 0.48% 51
2023
Q1 		$1.95M Sell
47,721
-208
-0.4% -$8.98K 0.56% 47
2022
Q4 		$2.46M Buy
47,929
+1,608
+3% +$77.1K 0.73% 39
2022
Q3 		$2.03M Buy
46,321
+1,100
+2% +$53.5K 0.77% 40
2022
Q2 		$2.37M Sell
45,221
-300
-0.7% -$15.3K 0.84% 33
2022
Q1 		$2.36M Buy
45,521
+5,829
+15% +$302K 0.7% 42
2021
Q4 		$2.35M Sell
39,692
-300
-0.8% -$14.9K 0.71% 38
2021
Q3 		$1.72M Sell
39,992
-2,009
-5% -$89K 0.59% 49
2021
Q2 		$1.65M Sell
42,001
-200
-0.5% -$7.78K 0.58% 51
2021
Q1 		$1.53M Buy
42,201
+144
+0.3% +$5.11K 0.55% 54
2020
Q4 		$1.55M Sell
42,057
-3,499
-8% -$128K 0.59% 46
2020
Q3 		$1.58M Sell
45,556
-501
-1% -$17.6K 0.66% 43
2020
Q2 		$1.43M Sell
46,057
-9,221
-17% -$313K 0.63% 49
2020
Q1 		$1.71M Buy
+55,278
New +$1.88M 0.9% 30

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

J.W. Coons Advisors's PFE Position: Q2 2025 in Review

J.W. Coons Advisors increased its Pfizer (PFE) stake by 6% in Q2 2025, buying an estimated $46.5K and bringing the position to 35,241 shares worth $854K. The position accounts for 0.19% of the portfolio, ranked #112.

J.W. Coons Advisors first reported a position in PFE in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.46M in Q4 2022. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • J.W. Coons Advisors held 35,241 shares of Pfizer worth $854K as of Q2 2025.
  • J.W. Coons Advisors bought 1,996 Pfizer shares in Q2 2025, an estimated $46.5K.
  • Pfizer made up 0.19% of J.W. Coons Advisors's portfolio in Q2 2025, its #112 holding.
  • J.W. Coons Advisors first reported a position in Pfizer in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Pfizer position peaked at $2.46M in Q4 2022.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.