Members Capital Advisors Inc’s Pfizer PFE Stock Holding History

Members Capital Advisors Inc’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	–	Sell	-4,005	Closed	-$97.1K	–	25
2025 Q2	$97.1K	Hold	4,005	–	–	0.11%	30
2025 Q1	$101K	Hold	4,005	–	–	0.12%	29
2024 Q4	$106K	Hold	4,005	–	–	0.1%	29
2024 Q3	$116K	Hold	4,005	–	–	0.13%	29
2024 Q2	$112K	Hold	4,005	–	–	0.13%	29
2024 Q1	$111K	Hold	4,005	–	–	0.31%	27
2023 Q4	$115K	Sell	4,005 -24,450	-86%	-$739K	0.33%	27
2023 Q3	$944K	Hold	28,455	–	–	1.17%	34
2023 Q2	$1.04M	Sell	28,455 -10,651	-27%	-$415K	1.07%	38
2023 Q1	$1.6M	Hold	39,106	–	–	1.15%	39
2022 Q4	$2M	Sell	39,106 -16,684	-30%	-$800K	1.44%	26
2022 Q3	$2.44M	Hold	55,790	–	–	1.92%	10
2022 Q2	$2.92M	Hold	55,790	–	–	2.12%	5
2022 Q1	$2.89M	Buy	55,790 +5,585	+11%	+$290K	1.85%	10
2021 Q4	$2.96M	Hold	50,205	–	–	1.52%	13
2021 Q3	$2.16M	Hold	50,205	–	–	1.17%	18
2021 Q2	$1.97M	Hold	50,205	–	–	1.22%	19
2021 Q1	$1.82M	Hold	50,205	–	–	1.39%	21
2020 Q4	$1.85M	Sell	50,205 -11,491	-19%	-$421K	1.57%	21
2020 Q3	$2.15M	Buy	+61,696	New	+$2.16M	2.02%	9
2020 Q1	–	Sell	-44,832	Closed	-$1.67M	–	32
2019 Q4	$1.67M	Buy	+44,832	New	+$1.6M	1.27%	18

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Members Capital Advisors Inc's PFE Position: Q3 2025 in Review

Members Capital Advisors Inc sold out of Pfizer (PFE) in Q3 2025, closing a stake of 4,005 shares — an estimated $97.1K sold.

Members Capital Advisors Inc first reported a position in PFE in Q4 2019 and held it in 21 quarters. The position peaked at $2.96M in Q4 2021. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

Members Capital Advisors Inc reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
Members Capital Advisors Inc sold 4,005 Pfizer shares in Q3 2025, an estimated $97.1K.
Members Capital Advisors Inc first reported a position in Pfizer in Q4 2019 and held it in 21 quarters.
Members Capital Advisors Inc's Pfizer position peaked at $2.96M in Q4 2021.
2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Members Capital Advisors Inc's 13F filing for Q3 2025, filed 24 Oct 2025.