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LJI Wealth Management’s Pfizer PFE Stock Holding History

LJI Wealth 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
-9,029
Closed -$219K – 203
2025
Q2 		$219K Sell
9,029
-2,876
-24% -$67.1K 0.04% 170
2025
Q1 		$302K Buy
11,905
+3,150
+36% +$82.4K 0.06% 136
2024
Q4 		$232K Sell
8,755
-2,119
-19% -$57.5K 0.05% 157
2024
Q3 		$315K Sell
10,874
-782
-7% -$22.8K 0.06% 144
2024
Q2 		$326K Sell
11,656
-835
-7% -$23K 0.07% 139
2024
Q1 		$347K Buy
12,491
+566
+5% +$15.7K 0.09% 109
2023
Q4 		$343K Buy
11,925
+930
+8% +$28.1K 0.09% 124
2023
Q3 		$365K Sell
10,995
-5,774
-34% -$204K 0.11% 104
2023
Q2 		$366K Buy
16,769
+7,194
+75% +$280K 0.11% 99
2023
Q1 		$391K Buy
9,575
+1,612
+20% +$69.6K 0.12% 90
2022
Q4 		$408K Buy
+7,963
New +$382K 0.14% 78

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 $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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LJI Wealth Management's PFE Position: Q3 2025 in Review

LJI Wealth Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 9,029 shares — an estimated $219K sold.

LJI Wealth Management first reported a position in PFE in Q4 2022 and held it in 11 quarters. The position peaked at $408K in Q4 2022. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • LJI Wealth Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • LJI Wealth Management sold 9,029 Pfizer shares in Q3 2025, an estimated $219K.
  • LJI Wealth Management first reported a position in Pfizer in Q4 2022 and held it in 11 quarters.
  • LJI Wealth Management's Pfizer position peaked at $408K in Q4 2022.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on LJI Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.