GW Henssler & Associates’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$366K Buy
13,050
+4,400
+51% +$117K 0.02% 155
2025
Q4
$215K Sell
8,650
-3,139
-27% -$79.2K 0.01% 212
2025
Q3
$300K Buy
+11,789
New +$291K 0.02% 158
2025
Q2
Sell
-9,258
Closed -$235K 199
2025
Q1
$235K Sell
9,258
-743
-7% -$19.4K 0.01% 153
2024
Q4
$289K Hold
10,001
0.02% 131
2024
Q3
$289K Buy
+10,001
New +$292K 0.02% 132
2022
Q2
Sell
-4,609
Closed -$239K 255
2022
Q1
$239K Sell
4,609
-1,601
-26% -$83.1K 0.01% 207
2021
Q4
$367K Sell
6,210
-4,622
-43% -$229K 0.02% 186
2021
Q3
$466K Sell
10,832
-309,900
-97% -$13.7M 0.03% 97
2021
Q2
$12.6M Buy
320,732
+12,012
+4% +$467K 0.83% 57
2021
Q1
$11.2M Buy
308,720
+26,616
+9% +$945K 0.8% 59
2020
Q4
$10.4M Buy
282,104
+11,806
+4% +$433K 0.79% 55
2020
Q3
$9.41M Buy
270,298
+32,864
+14% +$1.15M 0.8% 58
2020
Q2
$7.37M Buy
237,434
+79,251
+50% +$2.69M 0.65% 59
2020
Q1
$4.9M Buy
+158,183
New +$5.39M 0.5% 59
2014
Q2
Sell
-13,066
Closed -$398K 158
2014
Q1
$398K Sell
13,066
-2,238
-15% -$66.7K 0.05% 122
2013
Q4
$445K Buy
15,304
+500
+3% +$14.6K 0.05% 116
2013
Q3
$404K Sell
14,804
-174
-1% -$4.73K 0.05% 116
2013
Q2
$398K Buy
+14,978
New +$414K 0.05% 115

Other funds holding PFE

GW Henssler & Associates's PFE Position: Q1 2026 in Review

GW Henssler & Associates increased its Pfizer (PFE) stake by 51% in Q1 2026, buying an estimated $117K and bringing the position to 13,050 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #155.

GW Henssler & Associates first reported a position in PFE in Q2 2013 and has held it in 19 quarters since. The position peaked at $12.6M in Q2 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • GW Henssler & Associates held 13,050 shares of Pfizer worth $366K as of Q1 2026.
  • GW Henssler & Associates bought 4,400 Pfizer shares in Q1 2026, an estimated $117K.
  • Pfizer made up 0.02% of GW Henssler & Associates's portfolio in Q1 2026, its #155 holding.
  • GW Henssler & Associates first reported a position in Pfizer in Q2 2013 and has held it in 19 quarters since.
  • GW Henssler & Associates's Pfizer position peaked at $12.6M in Q2 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.