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Whalen Wealth Management’s Pfizer PFE Stock Holding History

Whalen 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
Q3 		– Sell
-23,257
Closed -$564K – 250
2025
Q2 		$564K Buy
+23,257
New +$542K 0.35% 85
2024
Q3 		– Sell
-10,395
Closed -$291K – 134
2024
Q2 		$291K Sell
10,395
-6,311
-38% -$174K 0.23% 78
2024
Q1 		$464K Buy
+16,706
New +$464K 0.34% 53

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

Whalen Wealth Management's PFE Position: Q3 2025 in Review

Whalen Wealth Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 23,257 shares — an estimated $564K sold.

Whalen Wealth Management first reported a position in PFE in Q1 2024 and held it in 3 quarters. The position peaked at $564K in Q2 2025. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Whalen Wealth Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 23,257 Pfizer shares in Q3 2025, an estimated $564K.
  • Whalen Wealth Management first reported a position in Pfizer in Q1 2024 and held it in 3 quarters.
  • Whalen Wealth Management's Pfizer position peaked at $564K in Q2 2025.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.