PWM
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Parkworth Wealth Management’s Pfizer PFE Stock Holding History

Parkworth 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
2025
Q2 		$4.17K Buy
172
+117
+213% +$2.73K ﹤0.01% 186
2025
Q1 		$1.39K Sell
55
-116
-68% -$3.04K ﹤0.01% 215
2024
Q4 		$4.53K Buy
+171
New +$4.64K ﹤0.01% 169

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Parkworth Wealth Management's PFE Position: Q2 2025 in Review

Parkworth Wealth Management increased its Pfizer (PFE) stake by 213% in Q2 2025, buying an estimated $2.73K and bringing the position to 172 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Parkworth Wealth Management first reported a position in PFE in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.53K in Q4 2024. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Parkworth Wealth Management held 172 shares of Pfizer worth $4.17K as of Q2 2025.
  • Parkworth Wealth Management bought 117 Pfizer shares in Q2 2025, an estimated $2.73K.
  • Pfizer made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #186 holding.
  • Parkworth Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Pfizer position peaked at $4.53K in Q4 2024.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.