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Marcum Wealth’s Pfizer PFE Stock Holding History

Marcum Wealth’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
Q1 		$877K Buy
34,602
+6,535
+23% +$171K 0.08% 125
2024
Q4 		$745K Sell
28,067
-7,468
-21% -$203K 0.06% 145
2024
Q3 		$1.03M Sell
35,535
-1,938
-5% -$56.5K 0.1% 107
2024
Q2 		$1.05M Buy
37,473
+208
+0.6% +$5.73K 0.11% 98
2024
Q1 		$1.03M Buy
37,265
+3,926
+12% +$109K 0.1% 100
2023
Q4 		$960K Sell
33,339
-5,680
-15% -$172K 0.1% 99
2023
Q3 		$1.29M Buy
39,019
+4,713
+14% +$167K 0.16% 72
2023
Q2 		$1.26M Sell
34,306
-535
-2% -$20.8K 0.15% 76
2023
Q1 		$1.42M Sell
34,841
-335
-1% -$14.5K 0.18% 66
2022
Q4 		$1.8M Buy
35,176
+562
+2% +$26.9K 0.24% 47
2022
Q3 		$1.51M Buy
34,614
+1,095
+3% +$53.2K 0.23% 52
2022
Q2 		$1.76M Buy
33,519
+1,032
+3% +$52.6K 0.26% 44
2022
Q1 		$1.68M Buy
32,487
+789
+2% +$40.9K 0.23% 59
2021
Q4 		$1.87M Sell
31,698
-7,788
-20% -$386K 0.26% 49
2021
Q3 		$1.7M Sell
39,486
-4,759
-11% -$211K 0.27% 51
2021
Q2 		$1.73M Buy
44,245
+261
+0.6% +$10.2K 0.28% 41
2021
Q1 		$1.59M Buy
43,984
+18,092
+70% +$642K 0.26% 46
2020
Q4 		$953K Buy
25,892
+7,658
+42% +$281K 0.22% 39
2020
Q3 		$635K Buy
18,234
+1,050
+6% +$36.8K 0.19% 41
2020
Q2 		$533K Buy
17,184
+264
+2% +$8.97K 0.16% 49
2020
Q1 		$524K Sell
16,920
-940
-5% -$32K 0.2% 36
2019
Q4 		$664K Buy
+17,860
New +$636K 0.25% 37

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's PFE Position: Q1 2025 in Review

Marcum Wealth increased its Pfizer (PFE) stake by 23% in Q1 2025, buying an estimated $171K and bringing the position to 34,602 shares worth $877K. The position accounts for 0.08% of the portfolio, ranked #125.

Marcum Wealth first reported a position in PFE in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.87M in Q4 2021. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Marcum Wealth held 34,602 shares of Pfizer worth $877K as of Q1 2025.
  • Marcum Wealth bought 6,535 Pfizer shares in Q1 2025, an estimated $171K.
  • Pfizer made up 0.08% of Marcum Wealth's portfolio in Q1 2025, its #125 holding.
  • Marcum Wealth first reported a position in Pfizer in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Pfizer position peaked at $1.87M in Q4 2021.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.