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PBMares Wealth Management’s Pfizer PFE Stock Holding History

PBMares 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
Q3 		$294K Buy
11,547
+471
+4% +$11.6K 0.05% 155
2025
Q2 		$268K Sell
11,076
-118
-1% -$2.75K 0.05% 157
2025
Q1 		$284K Sell
11,194
-1,508
-12% -$39.5K 0.06% 154
2024
Q4 		$337K Sell
12,702
-124
-1% -$3.36K 0.07% 136
2024
Q3 		$371K Sell
12,826
-646
-5% -$18.8K 0.08% 134
2024
Q2 		$377K Sell
13,472
-710
-5% -$19.5K 0.09% 125
2024
Q1 		$394K Sell
14,182
-4,653
-25% -$129K 0.1% 122
2023
Q4 		$542K Sell
18,835
-4,628
-20% -$140K 0.16% 94
2023
Q3 		$778K Sell
23,463
-386
-2% -$13.7K 0.28% 65
2023
Q2 		$875K Buy
23,849
+4
+0% +$156 0.31% 60
2023
Q1 		$973K Buy
23,845
+4
+0% +$173 0.36% 52
2022
Q4 		$1.22M Sell
23,841
-18
-0.1% -$863 0.49% 37
2022
Q3 		$1.04M Buy
23,859
+444
+2% +$21.6K 0.46% 44
2022
Q2 		$1.23M Buy
23,415
+37
+0.2% +$1.89K 0.53% 35
2022
Q1 		$1.21M Buy
23,378
+556
+2% +$28.8K 0.75% 32
2021
Q4 		$1.35M Buy
22,822
+1,055
+5% +$52.3K 0.57% 32
2021
Q3 		$936K Buy
21,767
+4
+0% +$177 0.45% 50
2021
Q2 		$852K Sell
21,763
-812
-4% -$31.6K 0.46% 55
2021
Q1 		$818K Sell
22,575
-230
-1% -$8.17K 0.67% 53
2020
Q4 		$839K Buy
22,805
+1,449
+7% +$53.1K 0.96% 36
2020
Q3 		$744K Buy
21,356
+18
+0.1% +$631 1.09% 33
2020
Q2 		$662K Hold
21,338
– – 1% 33
2020
Q1 		$661K Buy
21,338
+629
+3% +$21.4K 1.04% 29
2019
Q4 		$770K Buy
+20,709
New +$738K 0.92% 34

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
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PBMares Wealth Management's PFE Position: Q3 2025 in Review

PBMares Wealth Management increased its Pfizer (PFE) stake by 4.3% in Q3 2025, buying an estimated $11.6K and bringing the position to 11,547 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #155.

PBMares Wealth Management first reported a position in PFE in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.35M in Q4 2021. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • PBMares Wealth Management held 11,547 shares of Pfizer worth $294K as of Q3 2025.
  • PBMares Wealth Management bought 471 Pfizer shares in Q3 2025, an estimated $11.6K.
  • Pfizer made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #155 holding.
  • PBMares Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Pfizer position peaked at $1.35M in Q4 2021.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.