Menard Financial Group’s Pfizer PFE Stock Holding History

Menard Financial Group’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 Q2	–	Sell	-12,695	Closed	-$290K	–	102
2025 Q1	$290K	Buy	12,695 +12,305	+3,155%	+$322K	0.19%	86
2024 Q4	$10.3K	Buy	+390	New	+$10.6K	0.01%	230
2023 Q1	–	Sell	-4,240	Closed	-$217K	–	71
2022 Q4	$217K	Buy	+4,240	New	+$203K	0.52%	62
2022 Q3	–	Sell	-4,233	Closed	-$222K	–	98
2022 Q2	$222K	Hold	4,233	–	–	0.36%	81
2022 Q1	$219K	Hold	4,233	–	–	0.22%	126
2021 Q4	$250K	Buy	+4,233	New	+$210K	0.2%	129
2021 Q2	–	Sell	-12,020	Closed	-$435K	–	162
2021 Q1	$435K	Sell	12,020 -598	-5%	-$21.2K	0.47%	58
2020 Q4	$464K	Sell	12,618 -2,192	-15%	-$80.4K	0.5%	50
2020 Q3	$516K	Sell	14,810 -984	-6%	-$34.5K	0.6%	42
2020 Q2	$490K	Buy	+15,794	New	+$537K	0.61%	35
2020 Q1	–	Sell	-18,941	Closed	-$704K	–	92
2019 Q4	$704K	Buy	+18,941	New	+$675K	0.68%	47

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Menard Financial Group's PFE Position: Q2 2025 in Review

Menard Financial Group sold out of Pfizer (PFE) in Q2 2025, closing a stake of 12,695 shares — an estimated $290K sold.

Menard Financial Group first reported a position in PFE in Q4 2019 and held it in 11 quarters. The position peaked at $704K in Q4 2019. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Menard Financial Group reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Menard Financial Group sold 12,695 Pfizer shares in Q2 2025, an estimated $290K.
Menard Financial Group first reported a position in Pfizer in Q4 2019 and held it in 11 quarters.
Menard Financial Group's Pfizer position peaked at $704K in Q4 2019.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Menard Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.