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Sonora Investment Management Group’s Pfizer PFE Stock Holding History

Sonora Investment Management Group’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 		$11.2M Sell
439,149
-10,704
-2% -$264K 0.79% 42
2025
Q2 		$10.9M Buy
449,853
+43,016
+11% +$1M 0.81% 42
2025
Q1 		$10.3M Buy
406,837
+48,089
+13% +$1.26M 0.82% 44
2024
Q4 		$9.52M Sell
358,748
-16,361
-4% -$444K 0.73% 48
2024
Q3 		$10.9M Buy
375,109
+17,078
+5% +$498K 0.8% 48
2024
Q2 		$9.94M Hold
358,031
– – 0.78% 49
2024
Q1 		$9.94M Buy
358,031
+6,864
+2% +$190K 0.78% 49
2023
Q4 		$10.1M Sell
351,167
-13,049
-4% -$394K 0.82% 47
2023
Q3 		$12.1M Buy
364,216
+12,684
+4% +$449K 1.03% 35
2023
Q2 		$12.9M Buy
351,532
+12,008
+4% +$467K 1.08% 31
2023
Q1 		$13.9M Buy
339,524
+12,751
+4% +$551K 1.21% 27
2022
Q4 		$16.7M Buy
326,773
+18,199
+6% +$873K 1.52% 13
2022
Q3 		$16.2M Buy
308,574
+240
+0.1% +$11.7K 2.08% 5
2022
Q2 		$16.2M Buy
308,334
+15,101
+5% +$770K 1.53% 11
2022
Q1 		$15.2M Sell
293,233
-908
-0.3% -$47.1K 1.72% 9
2021
Q4 		$17.4M Buy
+294,141
New +$14.6M 2.02% 6

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

Sonora Investment Management Group's PFE Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Pfizer (PFE) stake by 2.4% in Q3 2025, selling an estimated $264K and leaving 439,149 shares worth $11.2M. The position accounts for 0.79% of the portfolio, ranked #42.

Sonora Investment Management Group first reported a position in PFE in Q4 2021 and has held it in 16 quarters since. The position peaked at $17.4M in Q4 2021. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Sonora Investment Management Group held 439,149 shares of Pfizer worth $11.2M as of Q3 2025.
  • Sonora Investment Management Group sold 10,704 Pfizer shares in Q3 2025, an estimated $264K.
  • Pfizer made up 0.79% of Sonora Investment Management Group's portfolio in Q3 2025, its #42 holding.
  • Sonora Investment Management Group first reported a position in Pfizer in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Pfizer position peaked at $17.4M in Q4 2021.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.