LWM
PFE icon

Level Wealth Management’s Pfizer PFE Stock Holding History

Level 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
Q4 		– Sell
-10,900
Closed -$278K – 63
2025
Q3 		$278K Hold
10,900
– – 0.15% 55
2025
Q2 		$264K Sell
10,900
-426
-4% -$9.94K 0.15% 55
2025
Q1 		$287K Sell
11,326
-850
-7% -$22.2K 0.19% 41
2024
Q4 		$323K Buy
+12,176
New +$330K 0.23% 40

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Level Wealth Management's PFE Position: Q4 2025 in Review

Level Wealth Management sold out of Pfizer (PFE) in Q4 2025, closing a stake of 10,900 shares — an estimated $278K sold.

Level Wealth Management first reported a position in PFE in Q4 2024 and held it in 4 quarters. The position peaked at $323K in Q4 2024. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Level Wealth Management reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Level Wealth Management sold 10,900 Pfizer shares in Q4 2025, an estimated $278K.
  • Level Wealth Management first reported a position in Pfizer in Q4 2024 and held it in 4 quarters.
  • Level Wealth Management's Pfizer position peaked at $323K in Q4 2024.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Level Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.