Gilliland Jeter Wealth Management’s Pfizer PFE Stock Holding History

Gilliland Jeter Wealth Management’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	$543K	Buy	22,560 +31	+0.1%	+$811	0.14%	113
2026 Q1	$633K	Buy	22,529 +31	+0.1%	+$825	0.19%	97
2025 Q4	$560K	Sell	22,498 -99	-0.4%	-$2.5K	0.17%	104
2025 Q3	$576K	Buy	22,597 +3,424	+18%	+$84.5K	0.18%	106
2025 Q2	$465K	Buy	19,173 +731	+4%	+$17K	0.15%	115
2025 Q1	$467K	Sell	18,442 -1,248	-6%	-$32.7K	0.17%	108
2024 Q4	$522K	Sell	19,690 -4,740	-19%	-$129K	0.18%	109
2024 Q3	$707K	Buy	24,430 +2,579	+12%	+$75.2K	0.23%	88
2024 Q2	$611K	Sell	21,851 -2,047	-9%	-$56.4K	0.21%	96
2024 Q1	$663K	Sell	23,898 -9,513	-28%	-$264K	0.23%	92
2023 Q4	$962K	Buy	+33,411	New	+$1.01M	0.4%	70

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gilliland Jeter Wealth Management's PFE Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Pfizer (PFE) stake by 0.14% in Q2 2026, buying an estimated $811 and bringing the position to 22,560 shares worth $543K. The position accounts for 0.14% of the portfolio, ranked #113.

Gilliland Jeter Wealth Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $962K in Q4 2023. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Gilliland Jeter Wealth Management held 22,560 shares of Pfizer worth $543K as of Q2 2026.
Gilliland Jeter Wealth Management bought 31 Pfizer shares in Q2 2026, an estimated $811.
Pfizer made up 0.14% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #113 holding.
Gilliland Jeter Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's Pfizer position peaked at $962K in Q4 2023.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.