WBH Advisory’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 | $479K | Sell |
16,781
-504
| -3% | -$13.4K | 0.04% | 240 |
|
|
2025
Q4 | $430K | Sell |
17,285
-561
| -3% | -$14.1K | 0.03% | 246 |
|
|
2025
Q3 | $455K | Buy |
17,846
+716
| +4% | +$17.7K | 0.03% | 245 |
|
|
2025
Q2 | $415K | Sell |
17,130
-1,809
| -10% | -$42.2K | 0.04% | 246 |
|
|
2025
Q1 | $480K | Buy |
18,939
+3,332
| +21% | +$87.2K | 0.04% | 218 |
|
|
2024
Q4 | $414K | Sell |
15,607
-2,345
| -13% | -$63.6K | 0.04% | 231 |
|
|
2024
Q3 | $520K | Sell |
17,952
-5,987
| -25% | -$175K | 0.05% | 209 |
|
|
2024
Q2 | $670K | Sell |
23,939
-3,873
| -14% | -$107K | 0.07% | 177 |
|
|
2024
Q1 | $772K | Sell |
27,812
-5,577
| -17% | -$155K | 0.08% | 175 |
|
|
2023
Q4 | $961K | Sell |
33,389
-2,111
| -6% | -$63.8K | 0.11% | 151 |
|
|
2023
Q3 | $1.18M | Sell |
35,500
-3,152
| -8% | -$111K | 0.14% | 125 |
|
|
2023
Q2 | $1.42M | Sell |
38,652
-2,365
| -6% | -$92.1K | 0.17% | 115 |
|
|
2023
Q1 | $1.67M | Buy |
+41,017
| New | +$1.77M | 0.21% | 103 |
|
|
2022
Q3 | $1.71M | Sell |
39,087
-614
| -2% | -$29.8K | 0.25% | 88 |
|
|
2022
Q2 | $2.1M | Sell |
39,701
-84
| -0.2% | -$4.28K | 0.28% | 81 |
|
|
2022
Q1 | $2.01M | Sell |
39,785
-2,496
| -6% | -$130K | 0.25% | 86 |
|
|
2021
Q4 | $2.5M | Buy |
42,281
+429
| +1% | +$21.3K | 0.28% | 79 |
|
|
2021
Q3 | $1.8M | Buy |
41,852
+504
| +1% | +$22.3K | 0.24% | 89 |
|
|
2021
Q2 | $1.73M | Sell |
41,348
-2,917
| -7% | -$113K | 0.25% | 82 |
|
|
2021
Q1 | $1.6M | Sell |
44,265
-1,660
| -4% | -$58.9K | 0.26% | 85 |
|
|
2020
Q4 | $1.68M | Sell |
45,925
-1,564
| -3% | -$57.4K | 0.29% | 79 |
|
|
2020
Q3 | $1.65M | Sell |
47,489
-118
| -0.2% | -$4.14K | 0.33% | 67 |
|
|
2020
Q2 | $1.48M | Sell |
47,607
-1,439
| -3% | -$48.9K | 0.36% | 68 |
|
|
2020
Q1 | $1.52K | Sell |
49,046
-4,382
| -8% | -$149K | 0.36% | 56 |
|
|
2019
Q4 | $1.99M | Sell |
53,428
-309
| -0.6% | -$11K | 0.41% | 57 |
|
|
2019
Q3 | $1.83M | Buy |
53,737
+928
| +2% | +$33.7K | 0.41% | 58 |
|
|
2019
Q2 | $2.17M | Sell |
52,809
-2,654
| -5% | -$105K | 0.5% | 49 |
|
|
2019
Q1 | $2.23M | Sell |
55,463
-2,386
| -4% | -$95.6K | 0.53% | 43 |
|
|
2018
Q4 | $2.4K | Sell |
57,849
-155
| -0.3% | -$6.43K | 0.58% | 40 |
|
|
2018
Q3 | $2.42M | Buy |
58,004
+554
| +1% | +$21.3K | 0.59% | 38 |
|
|
2018
Q2 | $1.98M | Buy |
57,450
+223
| +0.4% | +$7.62K | 0.51% | 45 |
|
|
2018
Q1 | $1.93M | Sell |
57,227
-779
| -1% | -$26.8K | 0.52% | 43 |
|
|
2017
Q4 | $1.99M | Sell |
58,006
-1,798
| -3% | -$61.3K | 0.53% | 43 |
|
|
2017
Q3 | $2.02M | Sell |
59,804
-2,692
| -4% | -$86.5K | 0.57% | 44 |
|
|
2017
Q2 | $1.99M | Sell |
62,496
-576
| -0.9% | -$18.2K | 0.56% | 41 |
|
|
2017
Q1 | $2.05M | Sell |
63,072
-3,756
| -6% | -$118K | 0.61% | 39 |
|
|
2016
Q4 | $2.06M | Sell |
66,828
-1,029
| -2% | -$31.4K | 0.69% | 38 |
|
|
2016
Q3 | $2.18M | Buy |
67,857
+20,523
| +43% | +$686K | 0.75% | 33 |
|
|
2016
Q2 | $1.58M | Sell |
47,334
-245
| -0.5% | -$7.82K | 0.62% | 44 |
|
|
2016
Q1 | $1.34M | Sell |
47,579
-239
| -0.5% | -$6.83K | 0.45% | 47 |
|
|
2015
Q4 | $1.46K | Sell |
47,818
-150
| -0.3% | -$4.72K | 0.51% | 44 |
|
|
2015
Q3 | $1.43M | Sell |
47,968
-5,461
| -10% | -$175K | 0.59% | 42 |
|
|
2015
Q2 | $1.7M | Sell |
53,429
-2,525
| -5% | -$82.3K | 0.67% | 39 |
|
|
2015
Q1 | $1.85K | Sell |
55,954
-1,526
| -3% | -$48.5K | 0.52% | 39 |
|
|
2014
Q4 | $1.7M | Sell |
57,480
-1,684
| -3% | -$48.3K | 0.64% | 39 |
|
|
2014
Q3 | $1.66M | Sell |
59,164
-922
| -2% | -$25.9K | 0.58% | 37 |
|
|
2014
Q2 | $1.69M | Sell |
60,086
-800
| -1% | -$22.8K | 0.64% | 35 |
|
|
2014
Q1 | $1.85M | Buy |
60,886
+592
| +1% | +$17.7K | 0.74% | 28 |
|
|
2013
Q4 | $1.75M | Sell |
60,294
-416
| -0.7% | -$12.1K | 0.71% | 30 |
|
|
2013
Q3 | $1.66M | Sell |
60,710
-5,937
| -9% | -$162K | 0.74% | 30 |
|
|
2013
Q2 | $1.77M | Buy |
+66,647
| New | +$1.84M | 0.82% | 29 |
|
Other funds holding PFE
VCM
VPM
WBH Advisory's PFE Position: Q1 2026 in Review
WBH Advisory reduced its Pfizer (PFE) stake by 2.9% in Q1 2026, selling an estimated $13.4K and leaving 16,781 shares worth $479K. The position accounts for 0.04% of the portfolio, ranked #240.
WBH Advisory first reported a position in PFE in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.5M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- WBH Advisory held 16,781 shares of Pfizer worth $479K as of Q1 2026.
- WBH Advisory sold 504 Pfizer shares in Q1 2026, an estimated $13.4K.
- Pfizer made up 0.04% of WBH Advisory's portfolio in Q1 2026, its #240 holding.
- WBH Advisory first reported a position in Pfizer in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Pfizer position peaked at $2.5M in Q4 2021.
- 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.