On October 16, 2025, ASSET PLANNING SERVICES INC /LA/ /ADV, a fund with the audacity of a chess player mid-checkmate, divested its entire Pfizer position in a single, calculated move. The trade, valued at $2.66 million, left the fund’s portfolio as clean as a bureaucrat’s ledger after a bribe.
A Calculated Retreat
According to the SEC filing dated October 16, 2025, the fund executed a surgical exit from its 109,630 shares of Pfizer, reducing its stake to zero with the precision of a watchmaker dismantling a timepiece. This maneuver, timed to the tick of the third quarter, stripped Pfizer from the fund’s portfolio entirely-once a 1.2% holding in its 13F assets, now a ghost in the machine.
The New Money Map
With Pfizer exiled, the fund turned its gaze toward the glittering towers of Silicon Valley and Wall Street. Its top holdings now read like a who’s who of modern alchemy: NVIDIA ($47.2 million, 19.9% of AUM), Microsoft ($25.2 million, 10.6%), and JPMorgan Chase ($13.3 million, 5.6%). One might say the fund has traded its white coat for a lab coat-only now the experiments are in code and capital markets.
Pfizer’s Plight
| Metric | Value |
|---|---|
| Price (as of October 16, 2025) | $24.27 |
| Dividend Yield | 7.05% |
| 1-Year Total Return | -8.5% |
Pfizer, once the belle of the biopharma ball, now dances alone. Its shares trade at $24.27, down 8.5% year-to-date, trailing the S&P 500 by 21 percentage points. The company, which peddles vaccines and medicines to the world’s sick and well, finds itself in a quandary: post-pandemic revenues have dwindled like a candle in a gale, while competitors circle like vultures at a feast.
A Company of Many Facets
- Offers a kaleidoscope of biopharmaceutical products, from heart drugs to cancer treatments, with a side of vaccines.
- Generates revenue through a global distribution network that rivals the Roman Empire’s roads.
- Serves a clientele so diverse, it could host a United Nations summit on healthcare.
- Pfizer’s competitive edge? A blend of scale, brand loyalty, and a passport stamped with international access.
Yet for all its grandeur, the company faces a crossroads. Its pipeline, though promising, cannot outpace the bureaucratic red tape of clinical trials or the voracious appetite of generic drugmakers. It’s a tale as old as pharma itself: innovation versus imitation, with the latter winning the lottery more often than not.
Foolish Take
ASSET PLANNING’s exit from Pfizer reads like a Shakespearean tragedy-except the villain is time, and the hero is the fund’s portfolio. With Pfizer’s shares languishing and the S&P 500 sprinting ahead, the fund’s move is less about panic and more about strategy. After all, why hold a sinking ship when you can charter a rocket?
Yet herein lies the rub: Pfizer is no mere relic. Its dividend yield of 7.05% is a siren song to income-hungry investors, and its pipeline hints at a phoenix rising from the ashes. But patience, they say, is a virtue-though few funds these days seem to practice it.
Glossary
13F reportable assets: A quarterly confession of sins-or investments-for institutional managers.
Assets under management (AUM): The total value of a fund’s holdings, a number that grows with the seasons and the manager’s ambition.
Fully exited: When an investor sells all shares, leaving no crumbs for the competition.
Divested: To shed an asset like a snake shedding skin, often to chase greener pastures.
Stake: Ownership in a company, measured in percentages and hope.
Quarterly average price: The average cost of a stock over three months, a number that can turn fortunes or ruin them.
Dividend yield: The percentage of dividends paid relative to share price-a promise wrapped in a profit.
Biopharmaceutical: Drugs made in labs, often with the help of bacteria and a healthy dose of chemistry.
Therapeutic areas: The diseases a company targets, from common colds to rare genetic disorders.
Wholesalers: The middlemen of medicine, buying in bulk and selling in smaller, more profitable doses.
TTM: The past 12 months, a timeframe long enough to forget past mistakes but short enough to justify new ones.
Fund: A collective of investors pooling resources, often to chase returns while avoiding responsibility.
And so, the curtain falls on ASSET PLANNING’s Pfizer chapter-a tale of timing, strategy, and the eternal dance between risk and reward. 🎩
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2025-10-17 00:08