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Lindbrook Capital’s Pfizer PFE Stock Holding History

Lindbrook Capital’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 		$1.38M Buy
54,504
+6,820
+14% +$178K 0.13% 98
2024
Q4 		$1.27M Sell
47,684
-13,747
-22% -$373K 0.11% 107
2024
Q3 		$1.78M Sell
61,431
-8,547
-12% -$249K 0.16% 87
2024
Q2 		$1.96M Buy
69,978
+7,238
+12% +$199K 0.18% 78
2024
Q1 		$1.74M Buy
62,740
+1,502
+2% +$41.7K 0.16% 88
2023
Q4 		$1.76M Sell
61,238
-14,262
-19% -$431K 0.18% 74
2023
Q3 		$2.5M Sell
75,500
-4,569
-6% -$162K 0.28% 56
2023
Q2 		$2.94M Buy
80,069
+1,915
+2% +$74.5K 0.31% 52
2023
Q1 		$3.19M Sell
78,154
-1,830
-2% -$79K 0.37% 48
2022
Q4 		$4.1M Buy
79,984
+5,285
+7% +$253K 0.5% 40
2022
Q3 		$3.27M Buy
74,699
+1,966
+3% +$95.5K 0.55% 25
2022
Q2 		$3.81M Buy
72,733
+4,554
+7% +$232K 0.63% 20
2022
Q1 		$3.53M Buy
68,179
+2,504
+4% +$130K 0.54% 26
2021
Q4 		$3.88M Buy
65,675
+58,083
+765% +$2.88M 0.59% 24
2021
Q3 		$327K Sell
7,592
-1,118
-13% -$49.5K 0.09% 96
2021
Q2 		$341K Sell
8,710
-28
-0.3% -$1.09K 0.08% 112
2021
Q1 		$317K Sell
8,738
-2,435
-22% -$86.5K 0.07% 115
2020
Q4 		$411K Buy
11,173
+172
+2% +$6.31K 0.1% 82
2020
Q3 		$383K Sell
11,001
-3,492
-24% -$122K 0.11% 81
2020
Q2 		$450K Buy
14,493
+2,278
+19% +$77.4K 0.13% 58
2020
Q1 		$378K Sell
12,215
-3,306
-21% -$113K 0.14% 61
2019
Q4 		$577K Buy
15,521
+879
+6% +$31.3K 0.2% 47
2019
Q3 		$499K Sell
14,642
-1,475
-9% -$53.6K 0.19% 53
2019
Q2 		$662K Sell
16,117
-1,697
-10% -$67.4K 0.26% 34
2019
Q1 		$717K Sell
17,814
-1,280
-7% -$51.3K 0.29% 34
2018
Q4 		$790K Buy
+19,094
New +$793K 0.39% 22

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's PFE Position: Q1 2025 in Review

Lindbrook Capital increased its Pfizer (PFE) stake by 14% in Q1 2025, buying an estimated $178K and bringing the position to 54,504 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #98.

Lindbrook Capital first reported a position in PFE in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.1M in Q4 2022. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Lindbrook Capital held 54,504 shares of Pfizer worth $1.38M as of Q1 2025.
  • Lindbrook Capital bought 6,820 Pfizer shares in Q1 2025, an estimated $178K.
  • Pfizer made up 0.13% of Lindbrook Capital's portfolio in Q1 2025, its #98 holding.
  • Lindbrook Capital first reported a position in Pfizer in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Pfizer position peaked at $4.1M in Q4 2022.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.