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Liberty One Investment Management’s Pfizer PFE Stock Holding History

Liberty One Investment 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
Q3 		– Sell
-1,225,408
Closed -$29.7M – 152
2025
Q2 		$29.7M Buy
1,225,408
+123,945
+11% +$2.89M 3.01% 10
2025
Q1 		$27.9M Buy
1,101,463
+107,989
+11% +$2.83M 2.82% 16
2024
Q4 		$26.4M Buy
993,474
+39,532
+4% +$1.07M 2.86% 14
2024
Q3 		$27.6M Buy
953,942
+28,375
+3% +$828K 2.82% 14
2024
Q2 		$25.9M Buy
925,567
+220,282
+31% +$6.06M 2.92% 15
2024
Q1 		$19.6M Buy
705,285
+53,500
+8% +$1.48M 2.22% 22
2023
Q4 		$18.8M Buy
651,785
+37,612
+6% +$1.14M 2.32% 22
2023
Q3 		$20.4M Buy
614,173
+68,451
+13% +$2.42M 2.95% 18
2023
Q2 		$20M Buy
545,722
+44,056
+9% +$1.71M 2.6% 20
2023
Q1 		$20.5M Buy
501,666
+54,455
+12% +$2.35M 2.79% 17
2022
Q4 		$22.9M Buy
447,211
+25,014
+6% +$1.2M 3.29% 12
2022
Q3 		$18.5M Sell
422,197
-42,731
-9% -$2.08M 3.04% 14
2022
Q2 		$18.2M Buy
464,928
+25,096
+6% +$1.28M 3.1% 9
2022
Q1 		$22.8M Sell
439,832
-12,456
-3% -$646K 3.46% 7
2021
Q4 		$26.7M Sell
452,288
-5,282
-1% -$262K 4.02% 1
2021
Q3 		$19.7M Sell
457,570
-7,358
-2% -$326K 3.36% 8
2021
Q2 		$18.2M Buy
464,928
+7,031
+2% +$273K 3.08% 9
2021
Q1 		$16.6M Buy
457,897
+21,072
+5% +$748K 2.96% 12
2020
Q4 		$16.1M Buy
436,825
+16,125
+4% +$591K 3.02% 16
2020
Q3 		$14.6M Buy
420,700
+24,786
+6% +$869K 3% 16
2020
Q2 		$12.3M Buy
395,914
+36,455
+10% +$1.24M 2.75% 17
2020
Q1 		$11.1M Buy
359,459
+32,997
+10% +$1.12M 2.87% 18
2019
Q4 		$12.1M Buy
+326,462
New +$11.6M 2.63% 21

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 $315B AUM 27.84% 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

Liberty One Investment Management's PFE Position: Q3 2025 in Review

Liberty One Investment Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 1,225,408 shares — an estimated $29.7M sold.

Liberty One Investment Management first reported a position in PFE in Q4 2019 and held it in 23 quarters. The position peaked at $29.7M in Q2 2025. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Liberty One Investment Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 1,225,408 Pfizer shares in Q3 2025, an estimated $29.7M.
  • Liberty One Investment Management first reported a position in Pfizer in Q4 2019 and held it in 23 quarters.
  • Liberty One Investment Management's Pfizer position peaked at $29.7M in Q2 2025.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Liberty One Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.