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TrueMark Investments’s Pfizer PFE Stock Holding History

TrueMark Investments’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 		– Sell
-110,930
Closed -$2.69M – 220
2025
Q2 		$2.69M Buy
110,930
+3,807
+4% +$88.8K 0.58% 68
2025
Q1 		$2.71M Sell
107,123
-1,847
-2% -$48.3K 0.71% 49
2024
Q4 		$2.89M Sell
108,970
-20,502
-16% -$556K 0.92% 44
2024
Q3 		$3.75M Buy
129,472
+9,334
+8% +$272K 1.2% 30
2024
Q2 		$3.36M Buy
120,138
+75,856
+171% +$2.09M 1.15% 23
2024
Q1 		$1.23M Sell
44,282
-816
-2% -$22.6K 1.13% 43
2023
Q4 		$1.3M Buy
+45,098
New +$1.36M 1.29% 40

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

TrueMark Investments's PFE Position: Q3 2025 in Review

TrueMark Investments sold out of Pfizer (PFE) in Q3 2025, closing a stake of 110,930 shares — an estimated $2.69M sold.

TrueMark Investments first reported a position in PFE in Q4 2023 and held it in 7 quarters. The position peaked at $3.75M in Q3 2024. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • TrueMark Investments reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • TrueMark Investments sold 110,930 Pfizer shares in Q3 2025, an estimated $2.69M.
  • TrueMark Investments first reported a position in Pfizer in Q4 2023 and held it in 7 quarters.
  • TrueMark Investments's Pfizer position peaked at $3.75M in Q3 2024.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on TrueMark Investments's 13F filing for Q3 2025, filed 30 Oct 2025.