WCM Investment Management’s Pfizer PFE Stock Holding History

WCM Investment 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	–	Sell	-125,964	Closed	-$3.18M	–	271
2025 Q1	$3.18M	Buy	125,964 +10,051	+9%	+$263K	0.01%	206
2024 Q4	$3.06M	Buy	115,913 +65,238	+129%	+$1.77M	0.01%	209
2024 Q3	$1.47M	Buy	50,675 +39,085	+337%	+$1.14M	﹤0.01%	231
2024 Q2	$322K	Buy	+11,590	New	+$319K	﹤0.01%	250
2014 Q3	–	Sell	-8,080	Closed	-$228K	–	115
2014 Q2	$228K	Buy	8,080 +132	+2%	+$3.76K	0.01%	138
2014 Q1	$242K	Buy	7,948 +942	+13%	+$28.1K	0.01%	137
2013 Q4	$204K	Buy	+7,006	New	+$204K	0.01%	133
2013 Q3	–	Sell	-40,311	Closed	-$1.07M	–	135
2013 Q2	$1.07M	Buy	+40,311	New	+$1.11M	0.06%	104

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

WCM Investment Management's PFE Position: Q2 2025 in Review

WCM Investment Management sold out of Pfizer (PFE) in Q2 2025, closing a stake of 125,964 shares — an estimated $3.18M sold.

WCM Investment Management first reported a position in PFE in Q2 2013 and held it in 8 quarters. The position peaked at $3.18M in Q1 2025. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

WCM Investment Management reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
WCM Investment Management sold 125,964 Pfizer shares in Q2 2025, an estimated $3.18M.
WCM Investment Management first reported a position in Pfizer in Q2 2013 and held it in 8 quarters.
WCM Investment Management's Pfizer position peaked at $3.18M in Q1 2025.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.