JBA
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Johnson Bixby & Associates’s Pfizer PFE Stock Holding History

Johnson Bixby & Associates’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
2026
Q1 		$246K Sell
8,760
-550
-6% -$14.6K 0.03% 116
2025
Q4 		$232K Hold
9,310
– – 0.03% 113
2025
Q3 		$237K Sell
9,310
-550
-6% -$13.6K 0.03% 110
2025
Q2 		$239K Sell
9,860
-25
-0.3% -$583 0.03% 107
2025
Q1 		$250K Sell
9,885
-1,550
-14% -$40.6K 0.04% 99
2024
Q4 		$303K Sell
11,435
-342
-3% -$9.28K 0.05% 89
2024
Q3 		$341K Hold
11,777
– – 0.05% 83
2024
Q2 		$330K Sell
11,777
-352
-3% -$9.69K 0.06% 84
2024
Q1 		$337K Hold
12,129
– – 0.06% 86
2023
Q4 		$349K Hold
12,129
– – 0.07% 75
2023
Q3 		$402K Sell
12,129
-188
-2% -$6.65K 0.08% 62
2023
Q2 		$452K Hold
12,317
– – 0.09% 62
2023
Q1 		$503K Hold
12,317
– – 0.11% 59
2022
Q4 		$631K Hold
12,317
– – 0.15% 53
2022
Q3 		$539K Buy
12,317
+288
+2% +$14K 0.14% 54
2022
Q2 		$631K Hold
12,029
– – 0.15% 48
2022
Q1 		$623K Sell
12,029
-470
-4% -$24.4K 0.16% 43
2021
Q4 		$738K Hold
12,499
– – 0.2% 40
2021
Q3 		$538K Hold
12,499
– – 0.16% 43
2021
Q2 		$616K Buy
12,499
+610
+5% +$23.7K 0.18% 39
2021
Q1 		$431K Sell
11,889
-150
-1% -$5.33K 0.14% 43
2020
Q4 		$443K Buy
+12,039
New +$442K 0.15% 41

Other funds holding PFE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return