Moser Wealth Advisors’s Pfizer PFE Stock Holding History

Moser Wealth Advisors’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	$99.6K	Buy	4,109 +702	+21%	+$16.4K	0.05%	91
2025 Q1	$86.3K	Hold	3,407	–	–	0.05%	94
2024 Q4	$90.4K	Hold	3,407	–	–	0.05%	84
2024 Q3	$98.6K	Sell	3,407 -165	-5%	-$4.81K	0.05%	84
2024 Q2	$99.9K	Hold	3,572	–	–	0.05%	84
2024 Q1	$99.1K	Hold	3,572	–	–	0.06%	86
2023 Q4	$103K	Hold	3,572	–	–	0.07%	80
2023 Q3	$118K	Hold	3,572	–	–	0.08%	73
2023 Q2	$131K	Buy	+3,572	New	+$139K	0.09%	72
2022 Q4	$188K	Hold	3,672	–	–	0.14%	66
2022 Q3	$161K	Sell	3,672 -200	-5%	-$9.72K	0.13%	68
2022 Q2	$203K	Hold	3,872	–	–	0.15%	66
2022 Q1	$200K	Hold	3,872	–	–	0.13%	71
2021 Q4	$229K	Hold	3,872	–	–	0.14%	71
2021 Q3	$167K	Hold	3,872	–	–	0.11%	72
2021 Q2	$152K	Buy	3,872 +400	+12%	+$15.6K	0.1%	73
2021 Q1	$126K	Buy	3,472 +800	+30%	+$28.4K	0.09%	76
2020 Q4	$98K	Sell	2,672 -144	-5%	-$5.28K	0.07%	74
2020 Q3	$98K	Hold	2,816	–	–	0.08%	70
2020 Q2	$87K	Hold	2,816	–	–	0.08%	65
2020 Q1	$87K	Hold	2,816	–	–	0.1%	62
2019 Q4	$105K	Buy	+2,816	New	+$100K	0.1%	68

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

Moser Wealth Advisors's PFE Position: Q2 2025 in Review

Moser Wealth Advisors increased its Pfizer (PFE) stake by 21% in Q2 2025, buying an estimated $16.4K and bringing the position to 4,109 shares worth $99.6K. The position accounts for 0.05% of the portfolio, ranked #91.

Moser Wealth Advisors first reported a position in PFE in Q4 2019 and has held it in 22 quarters since. The position peaked at $229K in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Moser Wealth Advisors held 4,109 shares of Pfizer worth $99.6K as of Q2 2025.
Moser Wealth Advisors bought 702 Pfizer shares in Q2 2025, an estimated $16.4K.
Pfizer made up 0.05% of Moser Wealth Advisors's portfolio in Q2 2025, its #91 holding.
Moser Wealth Advisors first reported a position in Pfizer in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Pfizer position peaked at $229K in Q4 2021.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.