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Annis Gardner Whiting Capital Advisors’s Pfizer PFE Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026
Q2 		$1.48M Buy
61,427
+659
+1% +$17.2K 0.22% 80
2026
Q1 		$1.71M Buy
60,768
+8,122
+15% +$216K 0.27% 59
2025
Q4 		$1.31M Sell
52,646
-12,497
-19% -$315K 0.25% 72
2025
Q3 		$1.66M Sell
65,143
-1,369
-2% -$33.8K 0.34% 48
2025
Q2 		$1.61M Buy
66,512
+1,425
+2% +$33.2K 0.56% 32
2025
Q1 		$1.65M Buy
65,087
+5,847
+10% +$153K 0.7% 27
2024
Q4 		$1.57M Sell
59,240
-501
-0.8% -$13.6K 0.44% 44
2024
Q3 		$1.73M Sell
59,741
-1,231
-2% -$35.9K 0.49% 35
2024
Q2 		$1.71M Buy
60,972
+31,506
+107% +$867K 0.48% 33
2024
Q1 		$818K Buy
29,466
+514
+2% +$14.3K 0.29% 64
2023
Q4 		$834K Buy
28,952
+396
+1% +$12K 0.37% 49
2023
Q3 		$947K Buy
+28,556
New +$1.01M 0.51% 32

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PFE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Pfizer (PFE) stake by 1.1% in Q2 2026, buying an estimated $17.2K and bringing the position to 61,427 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #80.

Annis Gardner Whiting Capital Advisors first reported a position in PFE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q3 2024. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 61,427 shares of Pfizer worth $1.48M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 659 Pfizer shares in Q2 2026, an estimated $17.2K.
  • Pfizer made up 0.22% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #80 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Pfizer in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's Pfizer position peaked at $1.73M in Q3 2024.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.