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Madison Wealth Management’s Pfizer PFE Stock Holding History

Madison 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
2023
Q3 		$1.33M Sell
40,160
-1,963
-5% -$69.4K 0.28% 89
2023
Q2 		$1.55M Sell
42,123
-687
-2% -$26.7K 0.31% 82
2023
Q1 		$1.75M Buy
42,810
+262
+0.6% +$11.3K 0.38% 78
2022
Q4 		$2.18M Buy
42,548
+784
+2% +$37.6K 0.5% 64
2022
Q3 		$1.83M Buy
41,764
+1,378
+3% +$67K 0.45% 66
2022
Q2 		$2.12M Buy
40,386
+1,181
+3% +$60.2K 0.51% 58
2022
Q1 		$2.03M Buy
39,205
+683
+2% +$35.4K 0.43% 62
2021
Q4 		$2.27M Buy
38,522
+2,047
+6% +$101K 0.46% 60
2021
Q3 		$1.57M Buy
36,475
+2,971
+9% +$132K 0.34% 67
2021
Q2 		$1.31M Buy
33,504
+1,643
+5% +$63.9K 0.29% 76
2021
Q1 		$1.15M Buy
31,861
+1,302
+4% +$46.2K 0.28% 80
2020
Q4 		$1.13M Buy
30,559
+20
+0.1% +$734 0.3% 73
2020
Q3 		$1.06M Sell
30,539
-196
-0.6% -$6.87K 0.32% 66
2020
Q2 		$954K Buy
30,735
+1,054
+4% +$35.8K 0.31% 66
2020
Q1 		$919K Sell
29,681
-1,918
-6% -$65.4K 0.37% 58
2019
Q4 		$1.18M Buy
+31,599
New +$1.13M 0.34% 61

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Madison Wealth Management's PFE Position: Q3 2023 in Review

Madison Wealth Management reduced its Pfizer (PFE) stake by 4.7% in Q3 2023, selling an estimated $69.4K and leaving 40,160 shares worth $1.33M. The position accounts for 0.28% of the portfolio, ranked #89.

Madison Wealth Management first reported a position in PFE in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.27M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Madison Wealth Management held 40,160 shares of Pfizer worth $1.33M as of Q3 2023.
  • Madison Wealth Management sold 1,963 Pfizer shares in Q3 2023, an estimated $69.4K.
  • Pfizer made up 0.28% of Madison Wealth Management's portfolio in Q3 2023, its #89 holding.
  • Madison Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Pfizer position peaked at $2.27M in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.