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 Q1	–	Sell	-14,001	Closed	-$371K	–	166
2024 Q4	$371K	Buy	+14,001	New	+$380K	0.25%	86

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 $3.38T AUM 44.17% 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

LifeWealth Investments's PFE Position: Q1 2025 in Review

LifeWealth Investments sold out of Pfizer (PFE) in Q1 2025, closing a stake of 14,001 shares — an estimated $371K sold.

LifeWealth Investments first reported a position in PFE in Q4 2024 and held it in 1 quarter. The position peaked at $371K in Q4 2024. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

LifeWealth Investments reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 14,001 Pfizer shares in Q1 2025, an estimated $371K.
LifeWealth Investments first reported a position in Pfizer in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Pfizer position peaked at $371K in Q4 2024.
2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.