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Walled Lake Planning & Wealth Management’s Pfizer PFE Stock Holding History

Walled Lake Planning & 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 		$2.88M Sell
119,517
-1,038
-0.9% -$27.2K 0.73% 31
2026
Q1 		$3.39M Sell
120,555
-330
-0.3% -$8.79K 0.99% 23
2025
Q4 		$3.01M Buy
120,885
+834
+0.7% +$21K 0.95% 29
2025
Q3 		$3.06M Sell
120,051
-4,862
-4% -$120K 1% 27
2025
Q2 		$3.03M Buy
124,913
+245
+0.2% +$5.71K 0.99% 29
2025
Q1 		$3.16M Buy
124,668
+83,681
+204% +$2.19M 1.12% 27
2024
Q4 		$1.09M Sell
40,987
-88,666
-68% -$2.41M 0.4% 41
2024
Q3 		$3.75M Buy
129,653
+1,678
+1% +$48.9K 1.41% 23
2024
Q2 		$3.58M Buy
127,975
+3,008
+2% +$82.8K 1.46% 22
2024
Q1 		$3.47M Buy
124,967
+87,182
+231% +$2.42M 1.42% 25
2023
Q4 		$1.09M Sell
37,785
-84,526
-69% -$2.56M 0.51% 36
2023
Q3 		$4.06M Buy
122,311
+4,808
+4% +$170K 2.03% 20
2023
Q2 		$4.31M Buy
117,503
+3,230
+3% +$126K 2.1% 21
2023
Q1 		$4.66M Buy
114,273
+11,150
+11% +$482K 2.44% 19
2022
Q4 		$5.28M Sell
103,123
-1,513
-1% -$72.5K 3.6% 11
2022
Q3 		$4.58M Buy
104,636
+3,872
+4% +$188K 3.2% 8
2022
Q2 		$5.28M Buy
100,764
+3,545
+4% +$181K 3.64% 7
2022
Q1 		$5.03M Buy
97,219
+2,176
+2% +$113K 2.99% 11
2021
Q4 		$5.61M Buy
95,043
+93,512
+6,108% +$4.63M 3.25% 8
2021
Q3 		$66K Buy
1,531
+509
+50% +$22.5K 0.04% 144
2021
Q2 		$40K Sell
1,022
-90
-8% -$3.5K 0.03% 165
2021
Q1 		$40K Buy
1,112
+12
+1% +$426 0.03% 160
2020
Q4 		$40K Buy
+1,100
New +$40.3K 0.03% 149
2020
Q1 		– Sell
-79
Closed -$3K – 353
2019
Q4 		$3K Buy
+79
New +$2.81K ﹤0.01% 248

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PFE Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Pfizer (PFE) stake by 0.86% in Q2 2026, selling an estimated $27.2K and leaving 119,517 shares worth $2.88M. The position accounts for 0.73% of the portfolio, ranked #31.

Walled Lake Planning & Wealth Management first reported a position in PFE in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.61M in Q4 2021. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 119,517 shares of Pfizer worth $2.88M as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 1,038 Pfizer shares in Q2 2026, an estimated $27.2K.
  • Pfizer made up 0.73% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Pfizer in Q4 2019 and has held it in 24 quarters since.
  • Walled Lake Planning & Wealth Management's Pfizer position peaked at $5.61M in Q4 2021.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.