LMKC
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L.M. Kohn & Company’s Pfizer PFE Stock Holding History

L.M. Kohn & Company’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
Q3 		$493K Sell
19,342
-14,874
-43% -$367K 0.59% 49
2025
Q2 		$829K Sell
34,216
-2,708
-7% -$63.2K 0.22% 89
2025
Q1 		$936K Sell
36,924
-987
-3% -$25.8K 0.24% 86
2024
Q4 		$1.01M Buy
37,911
+1,597
+4% +$43.3K 0.26% 72
2024
Q3 		$1.05M Buy
36,314
+4,574
+14% +$133K 0.27% 77
2024
Q2 		$888K Sell
31,740
-1,738
-5% -$47.8K 0.24% 84
2024
Q1 		$929K Buy
33,478
+1,511
+5% +$41.9K 0.26% 84
2023
Q4 		$920K Buy
31,967
+3,165
+11% +$95.7K 0.29% 73
2023
Q3 		$955K Buy
28,802
+4,503
+19% +$159K 0.35% 62
2023
Q2 		$891K Sell
24,299
-353
-1% -$13.7K 0.34% 71
2023
Q1 		$1.01M Sell
24,652
-472
-2% -$20.4K 0.42% 54
2022
Q4 		$1.29M Buy
25,124
+1,068
+4% +$51.2K 0.6% 40
2022
Q3 		$1.05M Buy
24,056
+2
+0% +$97 0.52% 47
2022
Q2 		$1.26M Buy
24,054
+1,412
+6% +$72K 0.59% 41
2022
Q1 		$1.17M Buy
+22,642
New +$1.17M 0.45% 51

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
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

L.M. Kohn & Company's PFE Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Pfizer (PFE) stake by 43% in Q3 2025, selling an estimated $367K and leaving 19,342 shares worth $493K. The position accounts for 0.59% of the portfolio, ranked #49.

L.M. Kohn & Company first reported a position in PFE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q4 2022. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • L.M. Kohn & Company held 19,342 shares of Pfizer worth $493K as of Q3 2025.
  • L.M. Kohn & Company sold 14,874 Pfizer shares in Q3 2025, an estimated $367K.
  • Pfizer made up 0.59% of L.M. Kohn & Company's portfolio in Q3 2025, its #49 holding.
  • L.M. Kohn & Company first reported a position in Pfizer in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Pfizer position peaked at $1.29M in Q4 2022.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.