PFE PFIZER INC

Ownership history in Buckley Wealth Management, LLC  ·  33 quarters on record

AI Ownership Summary

Buckley Wealth Management, LLC reported PFIZER INC (PFE) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.54% in 2023 Q4. The latest visible filing shows PFE at 0.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Buckley Wealth Management, LLC's position in PFIZER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PFE was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Buckley Wealth Management, LLC held PFE — position size vs. price
% of Fund (quarterly)    PFE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 113,061 +11,035 +10.8% 0.75% $2.8M 2026-02-14 (Est.) $27.58
2025 Q3 ADDED 102,026 +6,050 +6.3% 0.71% $2.6M 2025-11-14 $24.65
2025 Q2 REDUCED 95,976 -10,633 -10.0% 0.70% $2.3M 2025-08-11 $23.76
2025 Q1 ADDED 106,609 +1,534 +1.5% 0.84% $2.7M 2025-05-15 $21.47
2024 Q4 REDUCED 105,075 -19,651 -15.8% 0.85% $2.8M 2025-02-10 $24.12
2024 Q3 REDUCED 124,726 -17,496 -12.3% 1.11% $3.6M 2024-10-18 $26.39
2024 Q2 REDUCED 142,222 -11,342 -7.4% 1.26% $4.0M 2024-07-24 $26.70
2024 Q1 REDUCED 153,564 -660 -0.4% 1.37% $4.3M 2024-04-16 $22.54
2023 Q4 REDUCED 154,224 -12,171 -7.3% 1.54% $4.4M 2024-01-18 $24.28
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Buckley Wealth Management, LLC and PFE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Buckley Wealth Management, LLC reported owning PFE?

Buckley Wealth Management, LLC reported PFE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PFE position in Buckley Wealth Management, LLC's portfolio?

The largest reported portfolio weight for PFE was 1.54% in 2023 Q4.

What is the latest reported PFE position on this page?

The most recent filing on this page is 2025 Q4, when Buckley Wealth Management, LLC reported 113,061 shares, equal to 0.75% of portfolio, with an estimated market value of $2.8M.

What does the chart on this PFE ownership page compare?

The chart compares Buckley Wealth Management, LLC's quarterly PFE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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