Walkner Condon Financial Advisors’s Pfizer PFE Stock Holding History

Walkner Condon Financial 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	$227K	Sell	9,433 -311	-3%	-$8.13K	0.03%	315
2026 Q1	$274K	Buy	9,744 +259	+3%	+$6.89K	0.04%	261
2025 Q4	$236K	Buy	9,485 +457	+5%	+$11.5K	0.03%	273
2025 Q3	$230K	Buy	9,028 +123	+1%	+$3.04K	0.04%	268
2025 Q2	$216K	Buy	+8,905	New	+$208K	0.04%	261
2024 Q4	–	Sell	-8,882	Closed	-$257K	–	291
2024 Q3	$257K	Buy	+8,882	New	+$259K	0.05%	231
2023 Q3	–	Sell	-5,622	Closed	-$206K	–	251
2023 Q2	$206K	Buy	5,622 +390	+7%	+$15.2K	0.05%	231
2023 Q1	$213K	Sell	5,232 -1,001	-16%	-$43.2K	0.06%	218
2022 Q4	$319K	Buy	6,233 +57	+0.9%	+$2.73K	0.1%	158
2022 Q3	$270K	Buy	6,176 +187	+3%	+$9.09K	0.09%	171
2022 Q2	$314K	Buy	+5,989	New	+$305K	0.1%	165
2022 Q1	–	Sell	-4,530	Closed	-$267K	–	220
2021 Q4	$267K	Sell	4,530 -472	-9%	-$23.4K	0.17%	105
2021 Q3	$215K	Buy	+5,002	New	+$222K	0.11%	134

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

Walkner Condon Financial Advisors's PFE Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Pfizer (PFE) stake by 3.2% in Q2 2026, selling an estimated $8.13K and leaving 9,433 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #315.

Walkner Condon Financial Advisors first reported a position in PFE in Q3 2021 and has held it in 13 quarters since. The position peaked at $319K in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Walkner Condon Financial Advisors held 9,433 shares of Pfizer worth $227K as of Q2 2026.
Walkner Condon Financial Advisors sold 311 Pfizer shares in Q2 2026, an estimated $8.13K.
Pfizer made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #315 holding.
Walkner Condon Financial Advisors first reported a position in Pfizer in Q3 2021 and has held it in 13 quarters since.
Walkner Condon Financial Advisors's Pfizer position peaked at $319K in Q4 2022.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.