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Sterling Wealth Management’s Pfizer PFE Stock Holding History

Sterling 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
2024
Q4 		$203K Sell
7,649
-975
-11% -$26.4K 0.07% 105
2024
Q3 		$250K Buy
8,624
+680
+9% +$19.8K 0.09% 101
2024
Q2 		$222K Sell
7,944
-705
-8% -$19.4K 0.11% 97
2024
Q1 		$240K Hold
8,649
– – 0.12% 87
2023
Q4 		$249K Buy
+8,649
New +$261K 0.14% 80

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Sterling Wealth Management's PFE Position: Q4 2024 in Review

Sterling Wealth Management reduced its Pfizer (PFE) stake by 11% in Q4 2024, selling an estimated $26.4K and leaving 7,649 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #105.

Sterling Wealth Management first reported a position in PFE in Q4 2023 and has held it in 5 quarters since. The position peaked at $250K in Q3 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Sterling Wealth Management held 7,649 shares of Pfizer worth $203K as of Q4 2024.
  • Sterling Wealth Management sold 975 Pfizer shares in Q4 2024, an estimated $26.4K.
  • Pfizer made up 0.07% of Sterling Wealth Management's portfolio in Q4 2024, its #105 holding.
  • Sterling Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 5 quarters since.
  • Sterling Wealth Management's Pfizer position peaked at $250K in Q3 2024.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Sterling Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.