Walter & Keenan Wealth Management’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 | $677K | Sell |
24,096
-1,850
| -7% | -$49.3K | 0.19% | 87 |
|
|
2025
Q4 | $646K | Sell |
25,946
-8,601
| -25% | -$217K | 0.17% | 93 |
|
|
2025
Q3 | $880K | Sell |
34,547
-10,178
| -23% | -$251K | 0.24% | 82 |
|
|
2025
Q2 | $1.08M | Sell |
44,725
-15,584
| -26% | -$363K | 0.32% | 70 |
|
|
2025
Q1 | $1.53M | Sell |
60,309
-3,645
| -6% | -$95.4K | 0.46% | 57 |
|
|
2024
Q4 | $1.7M | Sell |
63,954
-27,314
| -30% | -$741K | 0.51% | 54 |
|
|
2024
Q3 | $2.64M | Sell |
91,268
-13,016
| -12% | -$380K | 0.8% | 39 |
|
|
2024
Q2 | $2.92M | Sell |
104,284
-10,164
| -9% | -$280K | 0.93% | 34 |
|
|
2024
Q1 | $3.18M | Sell |
114,448
-6,463
| -5% | -$179K | 1.04% | 30 |
|
|
2023
Q4 | $3.48M | Sell |
120,911
-5,726
| -5% | -$173K | 1.25% | 24 |
|
|
2023
Q3 | $4.2M | Sell |
126,637
-210
| -0.2% | -$7.43K | 1.64% | 17 |
|
|
2023
Q2 | $4.65M | Sell |
126,847
-3,320
| -3% | -$129K | 1.71% | 13 |
|
|
2023
Q1 | $5.31M | Buy |
130,167
+5,233
| +4% | +$226K | 2.02% | 11 |
|
|
2022
Q4 | $6.4M | Buy |
124,934
+1,121
| +0.9% | +$53.7K | 2.52% | 10 |
|
|
2022
Q3 | $5.42M | Buy |
123,813
+2,347
| +2% | +$114K | 2.3% | 10 |
|
|
2022
Q2 | $6.37M | Buy |
121,466
+154
| +0.1% | +$7.85K | 2.52% | 8 |
|
|
2022
Q1 | $6.28M | Buy |
121,312
+604
| +0.5% | +$31.3K | 2.13% | 10 |
|
|
2021
Q4 | $7.13M | Sell |
120,708
-7,999
| -6% | -$396K | 2.32% | 10 |
|
|
2021
Q3 | $5.54M | Buy |
128,707
+581
| +0.5% | +$25.7K | 1.88% | 15 |
|
|
2021
Q2 | $5.02M | Sell |
128,126
-3,089
| -2% | -$120K | 1.73% | 17 |
|
|
2021
Q1 | $4.75M | Buy |
131,215
+1,468
| +1% | +$52.1K | 1.68% | 17 |
|
|
2020
Q4 | $4.78M | Sell |
129,747
-2,190
| -2% | -$80.3K | 1.73% | 16 |
|
|
2020
Q3 | $4.59M | Buy |
131,937
+3,076
| +2% | +$108K | 1.82% | 15 |
|
|
2020
Q2 | $4M | Buy |
128,861
+121,905
| +1,753% | +$4.14M | 1.62% | 18 |
|
|
2020
Q1 | $210K | Sell |
6,956
-109,686
| -94% | -$3.74M | 0.08% | 105 |
|
|
2019
Q4 | $4.34M | Sell |
116,642
-38,277
| -25% | -$1.36M | 1.67% | 18 |
|
|
2019
Q3 | $5.28M | Buy |
154,919
+19,904
| +15% | +$724K | 2% | 13 |
|
|
2019
Q2 | $5.55M | Hold |
135,015
| – | – | 2.44% | 9 |
|
|
2019
Q1 | $5.44M | Sell |
135,015
-625
| -0.5% | -$25K | 2.39% | 11 |
|
|
2018
Q4 | $5.62M | Sell |
135,640
-580
| -0.4% | -$24.1K | 2.53% | 9 |
|
|
2018
Q3 | $5.7K | Buy |
136,220
+1,189
| +0.9% | +$45.8K | 1.71% | 9 |
|
|
2018
Q2 | $4.65M | Sell |
135,031
-3,268
| -2% | -$112K | 2% | 11 |
|
|
2018
Q1 | $4.66M | Sell |
138,299
-1,233,180
| -90% | -$42.4M | 2.01% | 10 |
|
|
2017
Q4 | $4.72M | Buy |
1,371,479
+1,242,392
| +962% | +$42.4M | 1.98% | 13 |
|
|
2017
Q3 | $4.37M | Sell |
129,087
-6,499
| -5% | -$209K | 2.02% | 13 |
|
|
2017
Q2 | $4.32M | Buy |
135,586
+828
| +0.6% | +$26.1K | 2.17% | 9 |
|
|
2017
Q1 | $4.37M | Sell |
134,758
-8,828
| -6% | -$278K | 2.27% | 9 |
|
|
2016
Q4 | $4.42M | Buy |
143,586
+883
| +0.6% | +$27K | 2.35% | 8 |
|
|
2016
Q3 | $4.59M | Buy |
142,703
+4,615
| +3% | +$154K | 2.53% | 7 |
|
|
2016
Q2 | $4.61M | Sell |
138,088
-3,388
| -2% | -$108K | 2.57% | 7 |
|
|
2016
Q1 | $3.98M | Buy |
141,476
+13,380
| +10% | +$382K | 2.28% | 9 |
|
|
2015
Q4 | $3.92M | Buy |
128,096
+57,883
| +82% | +$1.82M | 2.29% | 11 |
|
|
2015
Q3 | $2.09M | Buy |
70,213
+5,455
| +8% | +$175K | 1.29% | 24 |
|
|
2015
Q2 | $2.06M | Buy |
64,758
+2,159
| +3% | +$70.4K | 1.2% | 27 |
|
|
2015
Q1 | $2.07M | Hold |
62,599
| – | – | 1.17% | 29 |
|
|
2014
Q4 | $1.85M | Sell |
62,599
-1,661
| -3% | -$47.6K | 1.05% | 32 |
|
|
2014
Q3 | $1.8M | Buy |
64,260
+1,054
| +2% | +$29.6K | 1.06% | 32 |
|
|
2014
Q2 | $1.78M | Buy |
63,206
+1,061
| +2% | +$30.2K | 0.93% | 36 |
|
|
2014
Q1 | $1.89M | Buy |
+62,145
| New | +$1.85M | 1.04% | 33 |
|
Other funds holding PFE
VCM
VPM
Walter & Keenan Wealth Management's PFE Position: Q1 2026 in Review
Walter & Keenan Wealth Management reduced its Pfizer (PFE) stake by 7.1% in Q1 2026, selling an estimated $49.3K and leaving 24,096 shares worth $677K. The position accounts for 0.19% of the portfolio, ranked #87.
Walter & Keenan Wealth Management first reported a position in PFE in Q1 2014 and has held it in 49 quarters since. The position peaked at $7.13M in Q4 2021. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Walter & Keenan Wealth Management held 24,096 shares of Pfizer worth $677K as of Q1 2026.
- Walter & Keenan Wealth Management sold 1,850 Pfizer shares in Q1 2026, an estimated $49.3K.
- Pfizer made up 0.19% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #87 holding.
- Walter & Keenan Wealth Management first reported a position in Pfizer in Q1 2014 and has held it in 49 quarters since.
- Walter & Keenan Wealth Management's Pfizer position peaked at $7.13M in Q4 2021.
- 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.