WMS Partners’s Pfizer PFE Stock Holding History

WMS Partners’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
2018 Q1	–	Sell	-26,350	Closed	-$906K	–	232
2017 Q4	$906K	Hold	26,350	–	–	0.1%	84
2017 Q3	$893K	Buy	+26,350	New	+$847K	0.11%	82
2016 Q1	–	Sell	-26,350	Closed	-$807K	–	207
2015 Q4	$807K	Buy	+26,350	New	+$829K	0.12%	89

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

WMS Partners's PFE Position: Q1 2025 in Review

WMS Partners sold out of Pfizer (PFE) in Q1 2025, closing a stake of 49,397 shares — an estimated $1.31M sold.

WMS Partners first reported a position in PFE in Q2 2013 and held it in 47 quarters. The position peaked at $3.65M in Q1 2015. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

WMS Partners reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 49,397 Pfizer shares in Q1 2025, an estimated $1.31M.
WMS Partners first reported a position in Pfizer in Q2 2013 and held it in 47 quarters.
WMS Partners's Pfizer position peaked at $3.65M in Q1 2015.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.