Stephens Consulting’s Pfizer PFE Stock Holding History

Stephens Consulting’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 Q4	$51K	Hold	2,047	–	–	0.02%	141
2025 Q3	$52.2K	Sell	2,047 -163	-7%	-$4.02K	0.02%	136
2025 Q2	$53.6K	Sell	2,210 -244	-10%	-$5.69K	0.01%	188
2025 Q1	$62.2K	Sell	2,454 -3,372	-58%	-$88.2K	0.02%	170
2024 Q4	$155K	Buy	5,826 +2,318	+66%	+$62.9K	0.04%	111
2024 Q3	$102K	Sell	3,508 -405	-10%	-$11.8K	0.03%	136
2024 Q2	$109K	Buy	3,913 +259	+7%	+$7.13K	0.03%	128
2024 Q1	$101K	Sell	3,654 -1,191	-25%	-$33K	0.03%	124
2023 Q4	$139K	Buy	4,845 +1,000	+26%	+$30.2K	0.05%	99
2023 Q3	$128K	Buy	3,845 +525	+16%	+$18.6K	0.05%	101
2023 Q2	$122K	Sell	3,320 -75	-2%	-$2.92K	0.05%	96
2023 Q1	$139K	Sell	3,395 -4	-0.1%	-$173	0.08%	91
2022 Q4	$174K	Hold	3,399	–	–	0.12%	80
2022 Q3	$149K	Buy	3,399 +248	+8%	+$12.1K	0.13%	80
2022 Q2	$165K	Sell	3,151 -1,070	-25%	-$54.5K	0.13%	77
2022 Q1	$219K	Sell	4,221 -880	-17%	-$45.7K	0.18%	73
2021 Q4	$301K	Buy	+5,101	New	+$253K	0.25%	69

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stephens Consulting's PFE Position: Q4 2025 in Review

Stephens Consulting held its Pfizer (PFE) position steady in Q4 2025 at 2,047 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #141.

Stephens Consulting first reported a position in PFE in Q4 2021 and has held it in 17 quarters since. The position peaked at $301K in Q4 2021. 2,905 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Stephens Consulting held 2,047 shares of Pfizer worth $51K as of Q4 2025.
Stephens Consulting left its Pfizer share count unchanged in Q4 2025.
Pfizer made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #141 holding.
Stephens Consulting first reported a position in Pfizer in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Pfizer position peaked at $301K in Q4 2021.
2,905 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.