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Merriman Wealth Management’s Pfizer PFE Stock Holding History

Merriman 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
2024
Q4 		$419K Sell
15,779
-171
-1% -$4.64K 0.02% 146
2024
Q3 		$462K Buy
15,950
+94
+0.6% +$2.74K 0.02% 149
2024
Q2 		$444K Sell
15,856
-233
-1% -$6.42K 0.02% 144
2024
Q1 		$446K Buy
16,089
+1,506
+10% +$41.8K 0.02% 140
2023
Q4 		$420K Buy
14,583
+137
+0.9% +$4.14K 0.02% 139
2023
Q3 		$479K Sell
14,446
-220
-2% -$7.78K 0.02% 120
2023
Q2 		$538K Buy
14,666
+71
+0.5% +$2.76K 0.03% 132
2023
Q1 		$595K Buy
14,595
+185
+1% +$7.99K 0.03% 120
2022
Q4 		$738K Sell
14,410
-874
-6% -$41.9K 0.04% 122
2022
Q3 		$669K Sell
15,284
-715
-4% -$34.7K 0.04% 85
2022
Q2 		$839K Buy
15,999
+571
+4% +$29.1K 0.06% 73
2022
Q1 		$799K Sell
15,428
-2,555
-14% -$133K 0.07% 94
2021
Q4 		$1.06M Buy
17,983
+4,154
+30% +$206K 0.08% 100
2021
Q3 		$595K Buy
13,829
+393
+3% +$17.4K 0.05% 126
2021
Q2 		$526K Buy
13,436
+314
+2% +$12.2K 0.05% 159
2021
Q1 		$475K Sell
13,122
-2,245
-15% -$79.7K 0.05% 135
2020
Q4 		$566K Buy
15,367
+967
+7% +$35.5K 0.06% 138
2020
Q3 		$501K Sell
14,400
-952
-6% -$33.4K 0.07% 106
2020
Q2 		$476K Sell
15,352
-1,626
-10% -$55.2K 0.08% 108
2020
Q1 		$526K Sell
16,978
-710
-4% -$24.2K 0.11% 83
2019
Q4 		$658K Buy
17,688
+2,330
+15% +$83K 0.13% 115
2019
Q3 		$524K Buy
15,358
+7,891
+106% +$287K 0.11% 114
2019
Q2 		$310K Buy
7,467
+186
+3% +$7.39K 0.06% 148
2019
Q1 		$293K Sell
7,281
-417
-5% -$16.7K 0.06% 167
2018
Q4 		$314K Sell
7,698
-2,018
-21% -$83.8K 0.07% 117
2018
Q3 		$406K Sell
9,716
-3,877
-29% -$149K 0.09% 123
2018
Q2 		$468K Buy
13,593
+487
+4% +$16.6K 0.11% 114
2018
Q1 		$441K Buy
13,106
+1,375
+12% +$47.3K 0.12% 129
2017
Q4 		$403K Buy
11,731
+2,327
+25% +$79.3K 0.1% 127
2017
Q3 		$319K Buy
+9,404
New +$302K 0.08% 125

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Merriman Wealth Management's PFE Position: Q4 2024 in Review

Merriman Wealth Management reduced its Pfizer (PFE) stake by 1.1% in Q4 2024, selling an estimated $4.64K and leaving 15,779 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #146.

Merriman Wealth Management first reported a position in PFE in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.06M in Q4 2021. 3,001 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Merriman Wealth Management held 15,779 shares of Pfizer worth $419K as of Q4 2024.
  • Merriman Wealth Management sold 171 Pfizer shares in Q4 2024, an estimated $4.64K.
  • Pfizer made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #146 holding.
  • Merriman Wealth Management first reported a position in Pfizer in Q3 2017 and has held it in 30 quarters since.
  • Merriman Wealth Management's Pfizer position peaked at $1.06M in Q4 2021.
  • 3,001 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.