May Barnhard Investments’s Pfizer PFE Stock Holding History

May Barnhard Investments’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 Q3	–	Sell	-8,114	Closed	-$227K	–	85
2024 Q2	$227K	Buy	+8,114	New	+$223K	0.12%	78
2024 Q1	–	Sell	-8,540	Closed	-$246K	–	83
2023 Q4	$246K	Buy	+8,540	New	+$258K	0.13%	70

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

May Barnhard Investments's PFE Position: Q3 2024 in Review

May Barnhard Investments sold out of Pfizer (PFE) in Q3 2024, closing a stake of 8,114 shares — an estimated $227K sold.

May Barnhard Investments first reported a position in PFE in Q4 2023 and held it in 2 quarters. The position peaked at $246K in Q4 2023. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

May Barnhard Investments reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
May Barnhard Investments sold 8,114 Pfizer shares in Q3 2024, an estimated $227K.
May Barnhard Investments first reported a position in Pfizer in Q4 2023 and held it in 2 quarters.
May Barnhard Investments's Pfizer position peaked at $246K in Q4 2023.
2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on May Barnhard Investments's 13F filing for Q3 2024, filed 8 Apr 2025.