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Semmax Financial Advisors’s Pfizer PFE Stock Holding History

Semmax Financial 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 		$2.95M Buy
118,076
+3,916
+3% +$91.3K 0.76% 51
2025
Q1 		$2.54M Buy
114,160
+10,778
+10% +$282K 0.69% 56
2024
Q4 		$2.7M Buy
103,382
+2,115
+2% +$57.4K 0.72% 55
2024
Q3 		$2.69M Buy
101,267
+3,185
+3% +$92.9K 0.74% 54
2024
Q2 		$2.87M Sell
98,082
-21,769
-18% -$599K 0.86% 51
2024
Q1 		$3.46M Buy
119,851
+11,021
+10% +$306K 1.14% 36
2023
Q4 		$2.98M Buy
108,830
+22,539
+26% +$681K 1.09% 37
2023
Q3 		$2.54M Buy
+86,291
New +$3.05M 1.02% 41
2022
Q4 		$2.43M Buy
52,720
+665
+1% +$31.9K 0.97% 38
2022
Q3 		$2.47M Buy
52,055
+4,000
+8% +$194K 1.05% 34
2022
Q2 		$2.42M Buy
48,055
+2,220
+5% +$113K 0.99% 42
2022
Q1 		$2.37M Buy
45,835
+2,776
+6% +$144K 0.93% 42
2021
Q4 		$2.54M Sell
43,059
-83,389
-66% -$4.13M 0.94% 45
2021
Q3 		$5.44M Sell
126,448
-9,899
-7% -$439K 1.88% 12
2021
Q2 		$5.34M Buy
136,347
+5,969
+5% +$232K 1.71% 13
2021
Q1 		$4.72M Buy
130,378
+8,174
+7% +$290K 1.68% 12
2020
Q4 		$4.5M Sell
122,204
-3,510
-3% -$129K 1.86% 13
2020
Q3 		$4.38M Buy
125,714
+5,092
+4% +$179K 2.08% 13
2020
Q2 		$3.74M Buy
120,622
+11,819
+11% +$402K 1.96% 13
2020
Q1 		$3.37M Buy
108,803
+8,373
+8% +$285K 2.14% 10
2019
Q4 		$3.73M Buy
100,430
+7,547
+8% +$269K 2.06% 11
2019
Q3 		$3.17M Buy
92,883
+29,589
+47% +$1.08M 1.9% 12
2019
Q2 		$2.6M Buy
63,294
+33,372
+112% +$1.33M 1.68% 16
2019
Q1 		$1.21M Buy
29,922
+15,807
+112% +$633K 0.83% 28
2018
Q4 		$585K Buy
+14,115
New +$586K 0.46% 57

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

Semmax Financial Advisors's PFE Position: Q2 2025 in Review

Semmax Financial Advisors increased its Pfizer (PFE) stake by 3.4% in Q2 2025, buying an estimated $91.3K and bringing the position to 118,076 shares worth $2.95M. The position accounts for 0.76% of the portfolio, ranked #51.

Semmax Financial Advisors first reported a position in PFE in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.44M in Q3 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Semmax Financial Advisors held 118,076 shares of Pfizer worth $2.95M as of Q2 2025.
  • Semmax Financial Advisors bought 3,916 Pfizer shares in Q2 2025, an estimated $91.3K.
  • Pfizer made up 0.76% of Semmax Financial Advisors's portfolio in Q2 2025, its #51 holding.
  • Semmax Financial Advisors first reported a position in Pfizer in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Pfizer position peaked at $5.44M in Q3 2021.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.