Leibman Financial Services’s Pfizer PFE Stock Holding History

Leibman Financial Services’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
2024 Q4	–	Sell	-10,492	Closed	-$304K	–	61
2024 Q3	$304K	Sell	10,492 -101,787	-91%	-$2.97M	0.22%	46
2024 Q2	$3.14M	Buy	112,279 +11,394	+11%	+$314K	2.33%	20
2024 Q1	$2.8M	Buy	100,885 +20,941	+26%	+$581K	2.15%	23
2023 Q4	$2.3M	Buy	+79,944	New	+$2.42M	1.91%	28

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leibman Financial Services's PFE Position: Q4 2024 in Review

Leibman Financial Services sold out of Pfizer (PFE) in Q4 2024, closing a stake of 10,492 shares — an estimated $304K sold.

Leibman Financial Services first reported a position in PFE in Q4 2023 and held it in 4 quarters. The position peaked at $3.14M in Q2 2024. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Leibman Financial Services reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Leibman Financial Services sold 10,492 Pfizer shares in Q4 2024, an estimated $304K.
Leibman Financial Services first reported a position in Pfizer in Q4 2023 and held it in 4 quarters.
Leibman Financial Services's Pfizer position peaked at $3.14M in Q2 2024.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Leibman Financial Services's 13F filing for Q4 2024, filed 13 Jan 2025.