Oak Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-426,707
| Closed | -$10.3M | – | 136 |
|
|
2025
Q2 | $10.3M | Buy |
426,707
+19,025
| +5% | +$444K | 0.68% | 35 |
|
|
2025
Q1 | $10.3M | Buy |
407,682
+6,982
| +2% | +$183K | 0.77% | 34 |
|
|
2024
Q4 | $10.6M | Sell |
400,700
-73,338
| -15% | -$1.99M | 0.73% | 35 |
|
|
2024
Q3 | $13.7M | Buy |
474,038
+174,568
| +58% | +$5.09M | 0.92% | 31 |
|
|
2024
Q2 | $8.38M | Hold |
299,470
| – | – | 0.56% | 41 |
|
|
2024
Q1 | $8.31M | Hold |
299,470
| – | – | 0.58% | 41 |
|
|
2023
Q4 | $8.62M | Sell |
299,470
-16,124
| -5% | -$487K | 0.65% | 42 |
|
|
2023
Q3 | $10.5M | Sell |
315,594
-2,826
| -0.9% | -$99.9K | 0.87% | 33 |
|
|
2023
Q2 | $11.7M | Sell |
318,420
-2,794
| -0.9% | -$109K | 0.93% | 33 |
|
|
2023
Q1 | $13.1M | Buy |
321,214
+30,448
| +10% | +$1.32M | 1.08% | 27 |
|
|
2022
Q4 | $14.9M | Sell |
290,766
-32,248
| -10% | -$1.55M | 1.25% | 24 |
|
|
2022
Q3 | $14.1M | Buy |
323,014
+17
| +0% | +$826 | 1.2% | 26 |
|
|
2022
Q2 | $16.9M | Buy |
322,997
+14,946
| +5% | +$762K | 1.32% | 26 |
|
|
2022
Q1 | $15.9M | Buy |
308,051
+23,906
| +8% | +$1.24M | 0.97% | 33 |
|
|
2021
Q4 | $16.8M | Buy |
284,145
+14
| +0% | +$694 | 0.89% | 32 |
|
|
2021
Q3 | $12.2M | Buy |
284,131
+16
| +0% | +$709 | 0.7% | 37 |
|
|
2021
Q2 | $11.1M | Sell |
284,115
-31,921
| -10% | -$1.24M | 0.63% | 40 |
|
|
2021
Q1 | $11.4M | Sell |
316,036
-205,047
| -39% | -$7.28M | 0.68% | 40 |
|
|
2020
Q4 | $19.2M | Sell |
521,083
-75,975
| -13% | -$2.79M | 1.16% | 28 |
|
|
2020
Q3 | $20.8M | Sell |
597,058
-39,860
| -6% | -$1.4M | 1.39% | 23 |
|
|
2020
Q2 | $19.8M | Sell |
636,918
-11,456
| -2% | -$389K | 1.33% | 26 |
|
|
2020
Q1 | $20.1M | Sell |
648,374
-55,312
| -8% | -$1.88M | 1.65% | 19 |
|
|
2019
Q4 | $26.2M | Sell |
703,686
-22,466
| -3% | -$800K | 1.54% | 15 |
|
|
2019
Q3 | $24.8M | Sell |
726,152
-6,099
| -0.8% | -$222K | 1.53% | 18 |
|
|
2019
Q2 | $30.1M | Buy |
732,251
+14,195
| +2% | +$564K | 1.88% | 14 |
|
|
2019
Q1 | $28.9M | Sell |
718,056
-22,762
| -3% | -$912K | 1.77% | 14 |
|
|
2018
Q4 | $30.7M | Buy |
740,818
+3,693
| +0.5% | +$153K | 2.16% | 11 |
|
|
2018
Q3 | $30.8M | Buy |
737,125
+520,581
| +240% | +$20M | 1.89% | 12 |
|
|
2018
Q2 | $7.45M | Buy |
216,544
+121
| +0.1% | +$4.13K | 0.5% | 56 |
|
|
2018
Q1 | $7.29M | Buy |
216,423
+179,803
| +491% | +$6.18M | 0.51% | 57 |
|
|
2017
Q4 | $1.26M | Buy |
+36,620
| New | +$1.25M | 0.09% | 105 |
|
|
2016
Q2 | – | Sell |
-7,141
| Closed | -$201K | – | 169 |
|
|
2016
Q1 | $201K | Hold |
7,141
| – | – | 0.02% | 161 |
|
|
2015
Q4 | $219K | Sell |
7,141
-106,697
| -94% | -$3.36M | 0.03% | 164 |
|
|
2015
Q3 | $3.39M | Buy |
113,838
+14,229
| +14% | +$456K | 0.45% | 47 |
|
|
2015
Q2 | $3.17M | Buy |
99,609
+6,113
| +7% | +$199K | 0.39% | 58 |
|
|
2015
Q1 | $3.09M | Buy |
93,496
+3,162
| +4% | +$101K | 0.37% | 62 |
|
|
2014
Q4 | $2.67M | Hold |
90,334
| – | – | 0.32% | 73 |
|
|
2014
Q3 | $2.53M | Hold |
90,334
| – | – | 0.31% | 69 |
|
|
2014
Q2 | $2.54M | Hold |
90,334
| – | – | 0.31% | 72 |
|
|
2014
Q1 | $2.75M | Hold |
90,334
| – | – | 0.34% | 63 |
|
|
2013
Q4 | $2.63M | Buy |
+90,334
| New | +$2.63M | 0.28% | 63 |
|
|
2013
Q2 | $2.45M | Buy |
+92,337
| New | +$2.55M | 0.29% | 52 |
|
Other funds holding PFE
Oak Associates's PFE Position: Q3 2025 in Review
Oak Associates sold out of Pfizer (PFE) in Q3 2025, closing a stake of 426,707 shares — an estimated $10.3M sold.
Oak Associates first reported a position in PFE in Q2 2013 and held it in 42 quarters. The position peaked at $30.8M in Q3 2018. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.
- Oak Associates reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
- Oak Associates sold 426,707 Pfizer shares in Q3 2025, an estimated $10.3M.
- Oak Associates first reported a position in Pfizer in Q2 2013 and held it in 42 quarters.
- Oak Associates's Pfizer position peaked at $30.8M in Q3 2018.
- 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.
Based on Oak Associates's 13F filing for Q3 2025, filed 12 Nov 2025.