LI
PFE icon

LifeWealth Investments’s Pfizer PFE Stock Holding History

LifeWealth Investments’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
-29,441
Closed -$750K – 208
2025
Q3 		$750K Buy
29,441
+858
+3% +$21.2K 0.11% 108
2025
Q2 		$693K Buy
28,583
+12,904
+82% +$301K 0.12% 111
2025
Q1 		$397K Buy
15,679
+1,678
+12% +$43.9K 0.09% 153
2024
Q4 		$371K Buy
+14,001
New +$380K 0.25% 86

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LifeWealth Investments's PFE Position: Q4 2025 in Review

LifeWealth Investments sold out of Pfizer (PFE) in Q4 2025, closing a stake of 29,441 shares — an estimated $750K sold.

LifeWealth Investments first reported a position in PFE in Q4 2024 and held it in 4 quarters. The position peaked at $750K in Q3 2025. 2,906 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • LifeWealth Investments reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 29,441 Pfizer shares in Q4 2025, an estimated $750K.
  • LifeWealth Investments first reported a position in Pfizer in Q4 2024 and held it in 4 quarters.
  • LifeWealth Investments's Pfizer position peaked at $750K in Q3 2025.
  • 2,906 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.