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Laidlaw Wealth Management’s Pfizer PFE Stock Holding History

Laidlaw 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
Q1 		– Sell
-11,336
Closed -$301K – 126
2024
Q4 		$301K Buy
11,336
+300
+3% +$8.14K 0.13% 140
2024
Q3 		$319K Buy
11,036
+467
+4% +$13.6K 0.16% 128
2024
Q2 		$296K Sell
10,569
-734
-6% -$20.2K 0.16% 134
2024
Q1 		$314K Sell
11,303
-4,111
-27% -$114K 0.18% 133
2023
Q4 		$444K Buy
15,414
+2,342
+18% +$70.8K 0.16% 141
2023
Q3 		$434K Sell
13,072
-14,103
-52% -$499K 0.14% 167
2023
Q2 		$997K Buy
27,175
+1,329
+5% +$51.7K 0.2% 121
2023
Q1 		$1.05M Sell
25,846
-2,291
-8% -$98.9K 0.22% 118
2022
Q4 		$1.44M Sell
28,137
-1,788
-6% -$85.7K 0.31% 92
2022
Q3 		$1.31M Sell
29,925
-3,954
-12% -$192K 0.31% 90
2022
Q2 		$1.78M Buy
33,879
+1,208
+4% +$61.6K 0.36% 81
2022
Q1 		$1.69M Sell
32,671
-2,859
-8% -$148K 0.28% 98
2021
Q4 		$2.1M Buy
+35,530
New +$1.76M 0.34% 79
2021
Q1 		– Sell
-35,560
Closed -$1.31M – 320
2020
Q4 		$1.31M Buy
35,560
+12,311
+53% +$452K 0.28% 101
2020
Q3 		$810K Buy
23,249
+2,068
+10% +$72.5K 0.36% 78
2020
Q2 		$657K Buy
21,181
+1,342
+7% +$45.6K 0.34% 82
2020
Q1 		$614K Sell
19,839
-176
-0.9% -$6K 0.4% 74
2019
Q4 		$744K Buy
+20,015
New +$713K 0.47% 72

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laidlaw Wealth Management's PFE Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Pfizer (PFE) in Q1 2025, closing a stake of 11,336 shares — an estimated $301K sold.

Laidlaw Wealth Management first reported a position in PFE in Q4 2019 and held it in 18 quarters. The position peaked at $2.1M in Q4 2021. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 11,336 Pfizer shares in Q1 2025, an estimated $301K.
  • Laidlaw Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 18 quarters.
  • Laidlaw Wealth Management's Pfizer position peaked at $2.1M in Q4 2021.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.