Lakeshore Capital Group’s Pfizer PFE Stock Holding History

Lakeshore Capital Group’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	-12,197	Closed	-$324K	–	78
2024 Q4	$324K	Buy	+12,197	New	+$331K	0.49%	53

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lakeshore Capital Group's PFE Position: Q1 2025 in Review

Lakeshore Capital Group sold out of Pfizer (PFE) in Q1 2025, closing a stake of 12,197 shares — an estimated $324K sold.

Lakeshore Capital Group first reported a position in PFE in Q4 2024 and held it in 1 quarter. The position peaked at $324K in Q4 2024. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Lakeshore Capital Group reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Lakeshore Capital Group sold 12,197 Pfizer shares in Q1 2025, an estimated $324K.
Lakeshore Capital Group first reported a position in Pfizer in Q4 2024 and held it in 1 quarter.
Lakeshore Capital Group's Pfizer position peaked at $324K in Q4 2024.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Lakeshore Capital Group's 13F filing for Q1 2025, filed 10 Apr 2025.