Tyler-Stone Wealth Management’s Pfizer PFE Stock Holding History

Tyler-Stone 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
2025 Q2	$1.57M	Sell	64,772 -1,681	-3%	-$39.2K	0.25%	77
2025 Q1	$1.68M	Buy	66,453 +21,984	+49%	+$575K	0.3%	67
2024 Q4	$1.18M	Buy	44,469 +13,313	+43%	+$361K	0.21%	86
2024 Q3	$902K	Buy	31,156 +14,352	+85%	+$419K	0.17%	118
2024 Q2	$470K	Sell	16,804 -239	-1%	-$6.58K	0.19%	99
2024 Q1	$473K	Buy	17,043 +1,102	+7%	+$30.6K	0.21%	99
2023 Q4	$459K	Sell	15,941 -821	-5%	-$24.8K	0.23%	89
2023 Q3	$556K	Sell	16,762 -485	-3%	-$17.2K	0.32%	64
2023 Q2	$633K	Buy	+17,247	New	+$671K	0.36%	62
2022 Q4	$999K	Sell	19,491 -15,947	-45%	-$765K	0.68%	35
2022 Q3	$1.55M	Sell	35,438 -18,154	-34%	-$882K	1.18%	20
2022 Q2	$2.81M	Sell	53,592 -775	-1%	-$39.5K	1.87%	8
2022 Q1	$2.81M	Buy	54,367 +529	+1%	+$27.4K	1.55%	12
2021 Q4	$3.18M	Buy	+53,838	New	+$2.67M	1.68%	10

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Tyler-Stone Wealth Management's PFE Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Pfizer (PFE) stake by 2.5% in Q2 2025, selling an estimated $39.2K and leaving 64,772 shares worth $1.57M. The position accounts for 0.25% of the portfolio, ranked #77.

Tyler-Stone Wealth Management first reported a position in PFE in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.18M in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Tyler-Stone Wealth Management held 64,772 shares of Pfizer worth $1.57M as of Q2 2025.
Tyler-Stone Wealth Management sold 1,681 Pfizer shares in Q2 2025, an estimated $39.2K.
Pfizer made up 0.25% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #77 holding.
Tyler-Stone Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Pfizer position peaked at $3.18M in Q4 2021.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.