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Mitchell & Pahl Private Wealth’s Pfizer PFE Stock Holding History

Mitchell & Pahl Private 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
Q4 		– Sell
-8,097
Closed -$206K – 145
2025
Q3 		$206K Sell
8,097
-299
-4% -$7.38K 0.09% 143
2025
Q2 		$204K Sell
8,396
-393
-4% -$9.16K 0.09% 144
2025
Q1 		$223K Sell
8,789
-105
-1% -$2.75K 0.1% 145
2024
Q4 		$236K Sell
8,894
-4,839
-35% -$131K 0.11% 143
2024
Q3 		$397K Sell
13,733
-2,489
-15% -$72.6K 0.19% 132
2024
Q2 		$454K Sell
16,222
-94
-0.6% -$2.59K 0.24% 125
2024
Q1 		$453K Sell
16,316
-1,994
-11% -$55.3K 0.24% 125
2023
Q4 		$527K Sell
18,310
-2,616
-13% -$79.1K 0.3% 117
2023
Q3 		$694K Sell
20,926
-617
-3% -$21.8K 0.41% 92
2023
Q2 		$790K Sell
21,543
-723
-3% -$28.1K 0.48% 76
2023
Q1 		$908K Sell
22,266
-1,546
-6% -$66.8K 0.57% 62
2022
Q4 		$1.22M Sell
23,812
-533
-2% -$25.6K 0.8% 44
2022
Q3 		$1.06M Sell
24,345
-1,425
-6% -$69.2K 0.79% 43
2022
Q2 		$1.35M Sell
25,770
-2,069
-7% -$105K 0.94% 29
2022
Q1 		$1.44M Sell
27,839
-1,121
-4% -$58.2K 0.92% 33
2021
Q4 		$1.71M Buy
28,960
+726
+3% +$36K 1.1% 25
2021
Q3 		$1.21M Sell
28,234
-137
-0.5% -$6.07K 0.87% 36
2021
Q2 		$1.11M Sell
28,371
-156
-0.5% -$6.07K 0.79% 44
2021
Q1 		$1.03M Sell
28,527
-600
-2% -$21.3K 0.8% 44
2020
Q4 		$1.07M Buy
+29,127
New +$1.07M 0.9% 37

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mitchell & Pahl Private Wealth's PFE Position: Q4 2025 in Review

Mitchell & Pahl Private Wealth sold out of Pfizer (PFE) in Q4 2025, closing a stake of 8,097 shares — an estimated $206K sold.

Mitchell & Pahl Private Wealth first reported a position in PFE in Q4 2020 and held it in 20 quarters. The position peaked at $1.71M in Q4 2021. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Mitchell & Pahl Private Wealth reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 8,097 Pfizer shares in Q4 2025, an estimated $206K.
  • Mitchell & Pahl Private Wealth first reported a position in Pfizer in Q4 2020 and held it in 20 quarters.
  • Mitchell & Pahl Private Wealth's Pfizer position peaked at $1.71M in Q4 2021.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.