LWM
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Lyell Wealth Management’s Pfizer PFE Stock Holding History

Lyell 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
2024
Q1 		– Sell
-7,853
Closed -$226K – 203
2023
Q4 		$226K Buy
7,853
+144
+2% +$4.35K 0.03% 180
2023
Q3 		$256K Sell
7,709
-1,775
-19% -$62.8K 0.03% 157
2023
Q2 		$348K Sell
9,484
-1
-0% -$39 0.04% 150
2023
Q1 		$387K Sell
9,485
-684
-7% -$29.5K 0.05% 151
2022
Q4 		$521K Buy
10,169
+1,491
+17% +$71.5K 0.08% 133
2022
Q3 		$380K Sell
8,678
-1,570
-15% -$76.3K 0.06% 145
2022
Q2 		$537K Buy
10,248
+820
+9% +$41.8K 0.09% 129
2022
Q1 		$488K Buy
9,428
+1,575
+20% +$81.7K 0.06% 138
2021
Q4 		$464K Sell
7,853
-230
-3% -$11.4K 0.05% 137
2021
Q3 		$348K Sell
8,083
-1,750
-18% -$77.5K 0.04% 148
2021
Q2 		$385K Buy
9,833
+1,175
+14% +$45.7K 0.05% 145
2021
Q1 		$314K Sell
8,658
-2,680
-24% -$95.2K 0.05% 150
2020
Q4 		$417K Buy
11,338
+5,092
+82% +$187K 0.07% 124
2020
Q3 		$217K Buy
+6,246
New +$219K 0.04% 125
2020
Q1 		– Sell
-6,906
Closed -$257K – 131
2019
Q4 		$257K Buy
6,906
+1,026
+17% +$36.5K 0.07% 113
2019
Q3 		$200K Sell
5,880
-18,797
-76% -$684K 0.06% 119
2019
Q2 		$1.01M Sell
24,677
-21,033
-46% -$835K 0.31% 71
2019
Q1 		$1.84M Sell
45,710
-53,794
-54% -$2.15M 0.61% 54
2018
Q4 		$4.12M Buy
99,504
+1,286
+1% +$53.4K 1.72% 16
2018
Q3 		$4.11M Buy
98,218
+1,976
+2% +$76.1K 1.38% 32
2018
Q2 		$3.31M Sell
96,242
-601
-0.6% -$20.5K 1.21% 35
2018
Q1 		$3.26M Buy
96,843
+5,053
+6% +$174K 1.21% 39
2017
Q4 		$3.15M Buy
91,790
+1,028
+1% +$35.1K 1.25% 32
2017
Q3 		$3.07M Buy
90,762
+3,362
+4% +$108K 1.33% 34
2017
Q2 		$2.79M Buy
87,400
+8,526
+11% +$269K 1.36% 34
2017
Q1 		$2.56M Sell
78,874
-2,361
-3% -$74.4K 1.39% 32
2016
Q4 		$2.5M Buy
+81,235
New +$2.48M 1.56% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lyell Wealth Management's PFE Position: Q1 2024 in Review

Lyell Wealth Management sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,853 shares — an estimated $226K sold.

Lyell Wealth Management first reported a position in PFE in Q4 2016 and held it in 27 quarters. The position peaked at $4.12M in Q4 2018. 2,875 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Lyell Wealth Management reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Lyell Wealth Management sold 7,853 Pfizer shares in Q1 2024, an estimated $226K.
  • Lyell Wealth Management first reported a position in Pfizer in Q4 2016 and held it in 27 quarters.
  • Lyell Wealth Management's Pfizer position peaked at $4.12M in Q4 2018.
  • 2,875 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Lyell Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.