First Wilshire Securities Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $204K | Buy |
8,487
+400
| +5% | +$10.5K | 0.04% | 81 |
|
|
2026
Q1 | $227K | Hold |
8,087
| – | – | 0.05% | 80 |
|
|
2025
Q4 | $201K | Buy |
+8,087
| New | +$204K | 0.05% | 84 |
|
|
2025
Q3 | – | Sell |
-8,406
| Closed | -$204K | – | 87 |
|
|
2025
Q2 | $204K | Sell |
8,406
-200
| -2% | -$4.66K | 0.06% | 80 |
|
|
2025
Q1 | $218K | Sell |
8,606
-578
| -6% | -$15.1K | 0.06% | 73 |
|
|
2024
Q4 | $244K | Buy |
+9,184
| New | +$249K | 0.07% | 77 |
|
|
2024
Q2 | – | Sell |
-8,378
| Closed | -$232K | – | 83 |
|
|
2024
Q1 | $232K | Hold |
8,378
| – | – | 0.07% | 77 |
|
|
2023
Q4 | $241K | Hold |
8,378
| – | – | 0.08% | 75 |
|
|
2023
Q3 | $278K | Sell |
8,378
-1,400
| -14% | -$49.5K | 0.1% | 74 |
|
|
2023
Q2 | $359K | Buy |
9,778
+4,100
| +72% | +$160K | 0.12% | 65 |
|
|
2023
Q1 | $232K | Sell |
5,678
-201
| -3% | -$8.68K | 0.08% | 76 |
|
|
2022
Q4 | $301K | Hold |
5,879
| – | – | 0.11% | 67 |
|
|
2022
Q3 | $257K | Hold |
5,879
| – | – | 0.1% | 68 |
|
|
2022
Q2 | $308K | Hold |
5,879
| – | – | 0.12% | 68 |
|
|
2022
Q1 | $304K | Hold |
5,879
| – | – | 0.11% | 69 |
|
|
2021
Q4 | $347K | Buy |
5,879
+100
| +2% | +$4.96K | 0.11% | 63 |
|
|
2021
Q3 | $249K | Buy |
5,779
+294
| +5% | +$13K | 0.08% | 81 |
|
|
2021
Q2 | $215K | Buy |
+5,485
| New | +$213K | 0.08% | 79 |
|
|
2021
Q1 | – | Sell |
-6,574
| Closed | -$242K | – | 84 |
|
|
2020
Q4 | $242K | Sell |
6,574
-349
| -5% | -$12.8K | 0.1% | 68 |
|
|
2020
Q3 | $241K | Buy |
6,923
+6
| +0.1% | +$210 | 0.12% | 68 |
|
|
2020
Q2 | $215K | Buy |
6,917
+6
| +0.1% | +$204 | 0.1% | 68 |
|
|
2020
Q1 | $214K | Buy |
6,911
+5
| +0.1% | +$170 | 0.12% | 71 |
|
|
2019
Q4 | $257K | Sell |
6,906
-205
| -3% | -$7.3K | 0.1% | 88 |
|
|
2019
Q3 | $242K | Buy |
7,111
+5
| +0.1% | +$182 | 0.09% | 92 |
|
|
2019
Q2 | $292K | Sell |
7,106
-2,024
| -22% | -$80.4K | 0.12% | 94 |
|
|
2019
Q1 | $368K | Buy |
9,130
+4
| +0% | +$160 | 0.13% | 91 |
|
|
2018
Q4 | $378K | Buy |
9,126
+4
| +0% | +$166 | 0.14% | 88 |
|
|
2018
Q3 | $381K | Hold |
9,122
| – | – | 0.11% | 92 |
|
|
2018
Q2 | $314K | Hold |
9,122
| – | – | 0.09% | 95 |
|
|
2018
Q1 | $307K | Hold |
9,122
| – | – | 0.09% | 100 |
|
|
2017
Q4 | $313K | Sell |
9,122
-2,394
| -21% | -$81.6K | 0.09% | 98 |
|
|
2017
Q3 | $390K | Buy |
11,516
+2,714
| +31% | +$87.2K | 0.11% | 88 |
|
|
2017
Q2 | $281K | Hold |
8,802
| – | – | 0.08% | 97 |
|
|
2017
Q1 | $286K | Hold |
8,802
| – | – | 0.08% | 95 |
|
|
2016
Q4 | $271K | Sell |
8,802
-5,850
| -40% | -$179K | 0.08% | 96 |
|
|
2016
Q3 | $471K | Hold |
14,652
| – | – | 0.14% | 81 |
|
|
2016
Q2 | $489K | Hold |
14,652
| – | – | 0.16% | 79 |
|
|
2016
Q1 | $412K | Hold |
14,652
| – | – | 0.14% | 82 |
|
|
2015
Q4 | $449K | Hold |
14,652
| – | – | 0.13% | 83 |
|
|
2015
Q3 | $437K | Sell |
14,652
-2,239
| -13% | -$71.8K | 0.11% | 83 |
|
|
2015
Q2 | $537K | Buy |
16,891
+158
| +0.9% | +$5.15K | 0.12% | 80 |
|
|
2015
Q1 | $552K | Sell |
16,733
-422
| -2% | -$13.4K | 0.11% | 81 |
|
|
2014
Q4 | $507K | Hold |
17,155
| – | – | 0.09% | 86 |
|
|
2014
Q3 | $481K | Buy |
17,155
+1,739
| +11% | +$48.8K | 0.09% | 87 |
|
|
2014
Q2 | $434K | Sell |
15,416
-821
| -5% | -$23.4K | 0.07% | 94 |
|
|
2014
Q1 | $495K | Sell |
16,237
-183,393
| -92% | -$5.47M | 0.08% | 87 |
|
|
2013
Q4 | $5.8M | Sell |
199,630
-34,139
| -15% | -$994K | 0.89% | 33 |
|
|
2013
Q3 | $6.37M | Sell |
233,769
-5,281
| -2% | -$144K | 1.03% | 29 |
|
|
2013
Q2 | $6.35M | Buy |
+239,050
| New | +$6.6M | 1.09% | 31 |
|
Other funds holding PFE
First Wilshire Securities Management's PFE Position: Q2 2026 in Review
First Wilshire Securities Management increased its Pfizer (PFE) stake by 4.9% in Q2 2026, buying an estimated $10.5K and bringing the position to 8,487 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #81.
First Wilshire Securities Management first reported a position in PFE in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.37M in Q3 2013. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- First Wilshire Securities Management held 8,487 shares of Pfizer worth $204K as of Q2 2026.
- First Wilshire Securities Management bought 400 Pfizer shares in Q2 2026, an estimated $10.5K.
- Pfizer made up 0.04% of First Wilshire Securities Management's portfolio in Q2 2026, its #81 holding.
- First Wilshire Securities Management first reported a position in Pfizer in Q2 2013 and has held it in 49 quarters since.
- First Wilshire Securities Management's Pfizer position peaked at $6.37M in Q3 2013.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.