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Morningstar Investment Services’s Pfizer PFE Stock Holding History

Morningstar Investment Services’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
Q1 		$1.34M Sell
52,792
-61,101
-54% -$1.6M 0.25% 85
2024
Q4 		$3.02M Sell
113,893
-930,211
-89% -$25.2M 0.27% 86
2024
Q3 		$30.4M Sell
1,044,104
-2,947
-0.3% -$86K 0.31% 84
2024
Q2 		$29.1M Sell
1,047,051
-12,734
-1% -$351K 0.32% 86
2024
Q1 		$29.4M Sell
1,059,785
-1,364,195
-56% -$37.9M 0.32% 84
2023
Q4 		$69.8M Buy
2,423,980
+1,299,810
+116% +$39.3M 0.39% 72
2023
Q3 		$36.1M Buy
1,124,170
+668,912
+147% +$23.7M 0.46% 60
2023
Q2 		$16.5M Buy
455,258
+1,098
+0.2% +$42.7K 0.21% 101
2023
Q1 		$18.3M Buy
454,160
+15,271
+3% +$660K 0.25% 96
2022
Q4 		$22.1M Buy
438,889
+8,510
+2% +$408K 0.3% 92
2022
Q3 		$19.6M Buy
430,379
+22,479
+6% +$1.09M 0.28% 92
2022
Q2 		$20.8M Buy
407,900
+19,680
+5% +$1M 0.28% 88
2022
Q1 		$20.4M Buy
388,220
+1,610
+0.4% +$83.5K 0.23% 94
2021
Q4 		$22.8M Sell
386,610
-718,123
-65% -$35.6M 0.25% 91
2021
Q3 		$48M Buy
1,104,733
+3,966
+0.4% +$176K 0.57% 47
2021
Q2 		$43M Sell
1,100,767
-6,526
-0.6% -$254K 0.52% 51
2021
Q1 		$40M Buy
1,107,293
+51,271
+5% +$1.82M 0.52% 51
2020
Q4 		$38.9M Sell
1,056,022
-121,668
-10% -$4.46M 0.54% 51
2020
Q3 		$40.4M Sell
1,177,690
-285,987
-20% -$10M 0.63% 43
2020
Q2 		$45.3M Buy
1,463,677
+163,449
+13% +$5.55M 0.74% 37
2020
Q1 		$40.3M Buy
1,300,228
+21,908
+2% +$747K 0.73% 38
2019
Q4 		$47.5M Sell
1,278,320
-10,069
-0.8% -$359K 0.75% 34
2019
Q3 		$44M Buy
1,288,389
+242,914
+23% +$8.83M 0.74% 35
2019
Q2 		$43M Buy
1,045,475
+4,295
+0.4% +$171K 0.71% 37
2019
Q1 		$42M Sell
1,041,180
-66,436
-6% -$2.66M 0.72% 37
2018
Q4 		$45.9M Sell
1,107,616
-108,790
-9% -$4.52M 0.9% 36
2018
Q3 		$50.9M Sell
1,216,406
-87,270
-7% -$3.36M 0.92% 36
2018
Q2 		$44.9M Sell
1,303,676
-211,123
-14% -$7.21M 0.84% 38
2018
Q1 		$51M Sell
1,514,799
-282,742
-16% -$9.72M 0.99% 30
2017
Q4 		$61.8M Sell
1,797,541
-120,114
-6% -$4.1M 1.24% 22
2017
Q3 		$65M Sell
1,917,655
-69,014
-3% -$2.22M 1.42% 17
2017
Q2 		$63.3M Buy
1,986,669
+57,152
+3% +$1.8M 1.47% 18
2017
Q1 		$62.6M Buy
1,929,517
+45,200
+2% +$1.43M 1.58% 15
2016
Q4 		$58.1M Buy
1,884,317
+181,983
+11% +$5.56M 1.9% 11
2016
Q3 		$54.7M Buy
+1,702,334
New +$56.9M 1.58% 16
2014
Q1 		– Sell
-33,124
Closed -$963K – 211
2013
Q4 		$963K Sell
33,124
-9,952
-23% -$290K 0.07% 148
2013
Q3 		$1.19M Sell
43,076
-102,247
-70% -$2.78M 0.1% 140
2013
Q2 		$3.86M Buy
+145,323
New +$4.02M 0.4% 68

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's PFE Position: Q1 2025 in Review

Morningstar Investment Services reduced its Pfizer (PFE) stake by 54% in Q1 2025, selling an estimated $1.6M and leaving 52,792 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #85.

Morningstar Investment Services first reported a position in PFE in Q2 2013 and has held it in 38 quarters since. The position peaked at $69.8M in Q4 2023. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Morningstar Investment Services held 52,792 shares of Pfizer worth $1.34M as of Q1 2025.
  • Morningstar Investment Services sold 61,101 Pfizer shares in Q1 2025, an estimated $1.6M.
  • Pfizer made up 0.25% of Morningstar Investment Services's portfolio in Q1 2025, its #85 holding.
  • Morningstar Investment Services first reported a position in Pfizer in Q2 2013 and has held it in 38 quarters since.
  • Morningstar Investment Services's Pfizer position peaked at $69.8M in Q4 2023.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.