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Towercrest Capital Management’s Pfizer PFE Stock Holding History

Towercrest Capital 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
Q1 		– Sell
-15,107
Closed -$401K – 98
2024
Q4 		$401K Hold
15,107
– – 0.06% 77
2024
Q3 		$437K Hold
15,107
– – 0.07% 76
2024
Q2 		$423K Buy
15,107
+100
+0.7% +$2.75K 0.07% 79
2024
Q1 		$416K Buy
15,007
+1,689
+13% +$46.9K 0.07% 79
2023
Q4 		$383K Buy
13,318
+2,382
+22% +$72K 0.07% 80
2023
Q3 		$363K Buy
10,936
+270
+3% +$9.55K 0.07% 80
2023
Q2 		$391K Buy
10,666
+3,925
+58% +$153K 0.07% 75
2023
Q1 		$275K Sell
6,741
-500
-7% -$21.6K 0.06% 81
2022
Q4 		$371K Hold
7,241
– – 0.08% 67
2022
Q3 		$317K Buy
7,241
+25
+0.3% +$1.22K 0.07% 69
2022
Q2 		$378K Hold
7,216
– – 0.08% 64
2022
Q1 		$374K Buy
7,216
+400
+6% +$20.8K 0.07% 70
2021
Q4 		$403K Sell
6,816
-51
-0.7% -$2.53K 0.07% 67
2021
Q3 		$295K Sell
6,867
-79
-1% -$3.5K 0.06% 75
2021
Q2 		$272K Sell
6,946
-166
-2% -$6.46K 0.05% 77
2021
Q1 		$258K Sell
7,112
-834
-10% -$29.6K 0.06% 77
2020
Q4 		$293K Buy
7,946
+647
+9% +$23.7K 0.07% 72
2020
Q3 		$254K Buy
7,299
+280
+4% +$9.82K 0.06% 71
2020
Q2 		$218K Hold
7,019
– – 0.06% 75
2020
Q1 		$217K Sell
7,019
-402
-5% -$13.7K 0.07% 73
2019
Q4 		$276K Buy
7,421
+124
+2% +$4.42K 0.07% 71
2019
Q3 		$249K Hold
7,297
– – 0.07% 65
2019
Q2 		$299K Buy
7,297
+432
+6% +$17.2K 0.08% 61
2019
Q1 		$276K Buy
6,865
+212
+3% +$8.49K 0.08% 59
2018
Q4 		$276K Buy
6,653
+27
+0.4% +$1.12K 0.09% 59
2018
Q3 		$277K Buy
+6,626
New +$255K 0.08% 64

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Towercrest Capital Management's PFE Position: Q1 2025 in Review

Towercrest Capital Management sold out of Pfizer (PFE) in Q1 2025, closing a stake of 15,107 shares — an estimated $401K sold.

Towercrest Capital Management first reported a position in PFE in Q3 2018 and held it in 26 quarters. The position peaked at $437K in Q3 2024. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Towercrest Capital Management reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Towercrest Capital Management sold 15,107 Pfizer shares in Q1 2025, an estimated $401K.
  • Towercrest Capital Management first reported a position in Pfizer in Q3 2018 and held it in 26 quarters.
  • Towercrest Capital Management's Pfizer position peaked at $437K in Q3 2024.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Towercrest Capital Management's 13F filing for Q1 2025, filed 8 May 2025.