Form 13-F position report

PFIZER INC;COM USD0.05

Reported by Massachusetts Wealth Management

Company profile Manager portfolio Source filing
PFE CUSIP 717081103 Manager CIK 0001966011
Latest reported change

Reported 93,398 shares, down 2,834 (2.9%) from the prior quarter.

Reported value -11.0%; share count -2.9% vs. the prior quarter.

Reduced
% of reported 13F value 1.53% This manager · Q4 2024
Shares 93,398 Quarter-end amount reported
Reported value $2,477,849 Fair value at quarter end
Consecutive quarters held 9 Through Q4 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 114,165 +3,350 (3.0%) 1.31% $3,255,986 2026-10-21
Q2 2026 Added 110,815 +800 (0.7%) 1.02% $2,668,425 2026-08-03
Q1 2026 Added 110,015 +2,350 (2.2%) 1.34% $3,089,221 2026-04-15
Q4 2025 Added 107,665 +7,017 (7.0%) 1.25% $2,680,858 2026-01-26
Q3 2025 Added 100,648 +8,150 (8.8%) 1.27% $2,564,511 2025-10-21
Q2 2025 Added 92,498 +300 (0.3%) 1.26% $2,242,152 2025-07-23
Q1 2025 Reduced 92,198 -1,200 (-1.3%) 1.6% $2,336,297 2025-04-17
Q4 2024 Reduced 93,398 -2,834 (-2.9%) 1.53% $2,477,849 2025-01-27
Q3 2024 Added 96,232 +24,800 (34.7%) 1.76% $2,784,954 2024-10-23
Q2 2024 Added 71,432 +18,650 (35.3%) 1.34% $1,998,667 2024-08-01
Q1 2024 Added 52,782 +3,100 (6.2%) 1.03% $1,464,700 2024-04-19
Q4 2023 Added 49,682 +2,808 (6.0%) 1.15% $1,430,345 2024-01-25
Q3 2023 Added 46,874 +1,250 (2.7%) 1.43% $1,554,811 2023-10-25
Q2 2023 Added 45,624 +1,100 (2.5%) 1.6% $1,673,488 2023-08-03
Q1 2023 Reduced 44,524 -900 (-2.0%) 1.87% $1,816,579 2023-04-27
Q4 2022 New 45,424 +45,424 (0.0%) 1.94% $2,005,924 2023-02-17
Institutional context

Who else reported the position

3262 managers reported PFIZER INC;COM USD0.05 for Q4 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 518,535,151 +2,285,276 0.24% $13,756,737,557 47 qtrs
BlackRock Inc Added 451,740,051 +15,738,757 0.24% $11,984,663,560 2 qtrs
STATE STREET CORPORATION Added 290,484,350 +23,750 0.3% $7,706,256,221 47 qtrs
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added 155,459,101 +25,315,159 0.76% $4,124,329,964 47 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 139,990,889 -23,736,431 0.68% $3,713,958,285 47 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 120,589,782 +2,923,537 0.25% $3,190,131,185 47 qtrs
NORGES BANK Reduced 87,786,882 -567,529 0.31% $2,328,985,979 47 qtrs
MASSACHUSETTS FINANCIAL SERVICES CO MA Added 76,502,238 +5,350,381 0.64% $2,029,604,374 47 qtrs
MORGAN STANLEY Reduced 73,897,790 -4,073,426 0.14% $1,960,508,458 47 qtrs
NORTHERN TRUST CORPORATION Added 58,382,560 +4,167,222 0.22% $1,548,889,317 47 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
January 27, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
93,398

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.