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Livelsberger Financial Advisory’s Pfizer PFE Stock Holding History

Livelsberger Financial Advisory’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
-4,473
Closed -$108K – 62
2025
Q2 		$108K Buy
+4,473
New +$104K 2.1% 16
2024
Q4 		– Sell
-4,278
Closed -$124K – 59
2024
Q3 		$124K Buy
+4,278
New +$125K 2.6% 12
2024
Q1 		– Sell
-4,103
Closed -$118K – 154
2023
Q4 		$118K Buy
+4,103
New +$124K 0.11% 106

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $146B AUM 55.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Livelsberger Financial Advisory's PFE Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Pfizer (PFE) in Q3 2025, closing a stake of 4,473 shares — an estimated $108K sold.

Livelsberger Financial Advisory first reported a position in PFE in Q4 2023 and held it in 3 quarters. The position peaked at $124K in Q3 2024. 2,815 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 4,473 Pfizer shares in Q3 2025, an estimated $108K.
  • Livelsberger Financial Advisory first reported a position in Pfizer in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Pfizer position peaked at $124K in Q3 2024.
  • 2,815 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.