Trust Investment Advisors’s Pfizer PFE Stock Holding History

Trust Investment Advisors’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	-18,278	Closed	-$485K	–	136
2024 Q4	$485K	Sell	18,278 -26,439	-59%	-$717K	0.31%	75
2024 Q3	$1.29M	Sell	44,717 -287	-0.6%	-$8.37K	0.82%	40
2024 Q2	$1.26M	Buy	+45,004	New	+$1.24M	0.8%	45
2023 Q1	–	Sell	-3,927	Closed	-$201K	–	117
2022 Q4	$201K	Buy	+3,927	New	+$188K	0.19%	98
2022 Q3	–	Sell	-3,927	Closed	-$206K	–	99
2022 Q2	$206K	Hold	3,927	–	–	0.2%	88
2022 Q1	$203K	Sell	3,927 -2,800	-42%	-$145K	0.17%	89
2021 Q4	$397K	Buy	+6,727	New	+$333K	0.31%	77

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

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 Oslo, Norway $935B AUM

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

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

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

Trust Investment Advisors's PFE Position: Q1 2025 in Review

Trust Investment Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 18,278 shares — an estimated $485K sold.

Trust Investment Advisors first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $1.29M in Q3 2024. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Trust Investment Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Trust Investment Advisors sold 18,278 Pfizer shares in Q1 2025, an estimated $485K.
Trust Investment Advisors first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
Trust Investment Advisors's Pfizer position peaked at $1.29M in Q3 2024.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Trust Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.