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Wambolt & Associates’s Pfizer PFE Stock Holding History

Wambolt & Associates’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
-7,644
Closed -$203K – 181
2024
Q4 		$203K Sell
7,644
-2,559
-25% -$69.4K 0.06% 182
2024
Q3 		$293K Sell
10,203
-4,713
-32% -$137K 0.08% 168
2024
Q2 		$421K Sell
14,916
-3,789
-20% -$104K 0.12% 140
2024
Q1 		$519K Sell
18,705
-19,334
-51% -$536K 0.16% 136
2023
Q4 		$1.1M Sell
38,039
-12,984
-25% -$393K 0.36% 97
2023
Q3 		$1.73M Buy
51,023
+1,586
+3% +$56.1K 0.63% 45
2023
Q2 		$1.81M Sell
49,437
-3,013
-6% -$117K 0.65% 43
2023
Q1 		$2.17M Buy
52,450
+15
+0% +$648 0.77% 32
2022
Q4 		$2.69M Buy
52,435
+280
+0.5% +$13.4K 1.03% 17
2022
Q3 		$2.28M Sell
52,155
-108
-0.2% -$5.25K 0.97% 17
2022
Q2 		$2.74M Buy
52,263
+2,654
+5% +$135K 1.1% 10
2022
Q1 		$2.56M Sell
49,609
-868
-2% -$45K 0.93% 18
2021
Q4 		$2.98M Buy
50,477
+2,004
+4% +$99.3K 1.08% 15
2021
Q3 		$2.08M Buy
48,473
+4,990
+11% +$221K 0.83% 26
2021
Q2 		$1.72M Buy
43,483
+2,646
+6% +$103K 0.73% 37
2021
Q1 		$1.48M Buy
40,837
+3,594
+10% +$128K 0.77% 38
2020
Q4 		$1.37M Buy
37,243
+6,180
+20% +$227K 0.82% 37
2020
Q3 		$1.08M Buy
31,063
+4,755
+18% +$167K 0.81% 34
2020
Q2 		$816K Buy
26,308
+8,142
+45% +$277K 0.64% 52
2020
Q1 		$563K Buy
18,166
+605
+3% +$20.6K 0.58% 61
2019
Q4 		$653K Buy
17,561
+1,319
+8% +$47K 0.5% 69
2019
Q3 		$554K Sell
16,242
-74
-0.5% -$2.69K 0.46% 69
2019
Q2 		$671K Buy
16,316
+2,445
+18% +$97.1K 0.57% 58
2019
Q1 		$564K Buy
13,871
+2,012
+17% +$80.6K 0.51% 62
2018
Q4 		$491K Buy
+11,859
New +$492K 0.54% 54

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

Wambolt & Associates's PFE Position: Q1 2025 in Review

Wambolt & Associates sold out of Pfizer (PFE) in Q1 2025, closing a stake of 7,644 shares — an estimated $203K sold.

Wambolt & Associates first reported a position in PFE in Q4 2018 and held it in 25 quarters. The position peaked at $2.98M in Q4 2021. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Wambolt & Associates reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Wambolt & Associates sold 7,644 Pfizer shares in Q1 2025, an estimated $203K.
  • Wambolt & Associates first reported a position in Pfizer in Q4 2018 and held it in 25 quarters.
  • Wambolt & Associates's Pfizer position peaked at $2.98M in Q4 2021.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Wambolt & Associates's 13F filing for Q1 2025, filed 12 May 2025.