W Advisors LLC
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W Advisors LLC’s Pfizer PFE Stock Holding History

W Advisors LLC’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
Q3 		$292K Buy
10,253
+412
+4% +$11K 0.13% 123
2026
Q2 		$237K Buy
9,841
+459
+5% +$12K 0.11% 139
2026
Q1 		$263K Buy
+9,382
New +$250K 0.14% 116
2025
Q4 		– Sell
-8,329
Closed -$212K – 145
2025
Q3 		$212K Buy
+8,329
New +$206K 0.11% 130
2025
Q2 		– Sell
-11,723
Closed -$297K – 132
2025
Q1 		$297K Buy
+11,723
New +$307K 0.19% 98
2024
Q4 		– Sell
-12,507
Closed -$362K – 121
2024
Q3 		$362K Buy
12,507
+169
+1% +$4.93K 0.22% 85
2024
Q2 		$345K Buy
12,338
+298
+2% +$8.2K 0.23% 80
2024
Q1 		$334K Buy
12,040
+75
+0.6% +$2.08K 0.23% 84
2023
Q4 		$344K Buy
11,965
+1,513
+14% +$45.7K 0.26% 77
2023
Q3 		$347K Sell
10,452
-861
-8% -$30.4K 0.28% 71
2023
Q2 		$415K Buy
11,313
+98
+0.9% +$3.81K 0.33% 67
2023
Q1 		$458K Sell
11,215
-533
-5% -$23K 0.38% 63
2022
Q4 		$602K Buy
11,748
+83
+0.7% +$3.98K 0.5% 47
2022
Q3 		$511K Sell
11,665
-8
-0.1% -$389 0.48% 55
2022
Q2 		$612K Buy
11,673
+106
+0.9% +$5.4K 0.53% 49
2022
Q1 		$598K Buy
11,567
+760
+7% +$39.4K 0.45% 57
2021
Q4 		$638K Buy
+10,807
New +$535K 0.48% 53

Other funds holding PFE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

W Advisors LLC's PFE Position: Q3 2026 in Review

W Advisors LLC increased its Pfizer (PFE) stake by 4.2% in Q3 2026, buying an estimated $11K and bringing the position to 10,253 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #123.

W Advisors LLC first reported a position in PFE in Q4 2021 and has held it in 17 quarters since. The position peaked at $638K in Q4 2021. 2,262 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • W Advisors LLC held 10,253 shares of Pfizer worth $292K as of Q3 2026.
  • W Advisors LLC bought 412 Pfizer shares in Q3 2026, an estimated $11K.
  • Pfizer made up 0.13% of W Advisors LLC's portfolio in Q3 2026, its #123 holding.
  • W Advisors LLC first reported a position in Pfizer in Q4 2021 and has held it in 17 quarters since.
  • W Advisors LLC's Pfizer position peaked at $638K in Q4 2021.
  • 2,262 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.