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Lokken Investment Group’s Pfizer PFE Stock Holding History

Lokken Investment Group’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 		$483K Sell
18,969
-110
-0.6% -$2.71K 0.17% 92
2025
Q2 		$462K Sell
19,079
-327
-2% -$7.63K 0.18% 85
2025
Q1 		$492K Sell
19,406
-371
-2% -$9.71K 0.21% 82
2024
Q4 		$525K Sell
19,777
-1,740
-8% -$47.2K 0.23% 80
2024
Q3 		$623K Sell
21,517
-321
-1% -$9.36K 0.26% 79
2024
Q2 		$611K Sell
21,838
-227
-1% -$6.25K 0.29% 77
2024
Q1 		$612K Sell
22,065
-131
-0.6% -$3.63K 0.31% 77
2023
Q4 		$639K Sell
22,196
-11,565
-34% -$350K 0.36% 67
2023
Q3 		$1.12M Sell
33,761
-474
-1% -$16.8K 0.73% 32
2023
Q2 		$1.26M Buy
34,235
+2,898
+9% +$113K 0.82% 30
2023
Q1 		$1.28M Buy
31,337
+1,142
+4% +$49.3K 0.97% 26
2022
Q4 		$1.55M Buy
30,195
+889
+3% +$42.6K 1.22% 22
2022
Q3 		$1.28M Buy
29,306
+203
+0.7% +$9.86K 1.11% 25
2022
Q2 		$1.53M Buy
29,103
+466
+2% +$23.7K 1.24% 22
2022
Q1 		$1.41M Buy
28,637
+244
+0.9% +$12.7K 1.11% 23
2021
Q4 		$1.68M Buy
28,393
+899
+3% +$44.5K 1.2% 22
2021
Q3 		$1.18M Sell
27,494
-414
-1% -$18.3K 0.94% 25
2021
Q2 		$1.09M Buy
27,908
+533
+2% +$20.7K 0.89% 26
2021
Q1 		$992K Buy
27,375
+1,216
+5% +$43.2K 0.88% 28
2020
Q4 		$963K Buy
+26,159
New +$960K 0.88% 26

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

Lokken Investment Group's PFE Position: Q3 2025 in Review

Lokken Investment Group reduced its Pfizer (PFE) stake by 0.58% in Q3 2025, selling an estimated $2.71K and leaving 18,969 shares worth $483K. The position accounts for 0.17% of the portfolio, ranked #92.

Lokken Investment Group first reported a position in PFE in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.68M in Q4 2021. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Lokken Investment Group held 18,969 shares of Pfizer worth $483K as of Q3 2025.
  • Lokken Investment Group sold 110 Pfizer shares in Q3 2025, an estimated $2.71K.
  • Pfizer made up 0.17% of Lokken Investment Group's portfolio in Q3 2025, its #92 holding.
  • Lokken Investment Group first reported a position in Pfizer in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Pfizer position peaked at $1.68M in Q4 2021.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.