WI
PFE icon

WBI Investments’s Pfizer PFE Stock Holding History

WBI Investments’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
Q1 		$3.22M Sell
114,615
-18,878
-14% -$503K 0.89% 16
2025
Q4 		$3.32M Sell
133,493
-1,235
-0.9% -$31.1K 0.87% 14
2025
Q3 		$3.43M Sell
134,728
-14,691
-10% -$363K 0.88% 15
2025
Q2 		$3.62M Buy
149,419
+39,211
+36% +$914K 0.94% 11
2025
Q1 		$2.79M Sell
110,208
-18,593
-14% -$487K 0.74% 31
2024
Q4 		$3.42M Buy
+128,801
New +$3.49M 0.85% 22
2024
Q2 		– Sell
-100,597
Closed -$2.79M – 215
2024
Q1 		$2.79M Buy
+100,597
New +$2.79M 0.58% 41
2023
Q1 		– Sell
-32,500
Closed -$1.67M – 219
2022
Q4 		$1.67M Buy
+32,500
New +$1.56M 0.36% 68
2022
Q3 		– Sell
-117,480
Closed -$6.03M – 136
2022
Q2 		$6.03M Buy
117,480
+84,204
+253% +$4.29M 1.3% 22
2022
Q1 		$1.62M Buy
33,276
+27,650
+491% +$1.43M 0.26% 92
2021
Q4 		$319K Sell
5,626
-1,199
-18% -$59.4K 0.05% 152
2021
Q3 		$278K Sell
6,825
-80,043
-92% -$3.55M 0.05% 165
2021
Q2 		$3.4M Buy
86,868
+80,521
+1,269% +$3.13M 0.52% 43
2021
Q1 		$230K Sell
6,347
-235,420
-97% -$8.36M 0.04% 172
2020
Q4 		$8.9M Buy
241,767
+49,205
+26% +$1.8M 1.35% 14
2020
Q3 		$6.71M Buy
+192,562
New +$6.75M 1.03% 33
2019
Q3 		– Sell
-67,140
Closed -$2.76M – 264
2019
Q2 		$2.76M Buy
+67,140
New +$2.67M 0.24% 88
2018
Q4 		– Sell
-52,178
Closed -$2.18M – 200
2018
Q3 		$2.18M Sell
52,178
-802,962
-94% -$30.9M 0.12% 134
2018
Q2 		$29.4M Buy
+855,140
New +$29.2M 1.56% 19
2014
Q4 		– Sell
-595,825
Closed -$16.7M – 226
2014
Q3 		$16.7M Buy
+595,825
New +$16.7M 0.5% 53
2014
Q2 		– Sell
-200,519
Closed -$6.11M – 124
2014
Q1 		$6.11M Buy
+200,519
New +$5.98M 0.27% 82

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

WBI Investments's PFE Position: Q1 2026 in Review

WBI Investments reduced its Pfizer (PFE) stake by 14% in Q1 2026, selling an estimated $503K and leaving 114,615 shares worth $3.22M. The position accounts for 0.89% of the portfolio, ranked #16.

WBI Investments first reported a position in PFE in Q1 2014 and has held it in 21 quarters since. The position peaked at $29.4M in Q2 2018. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • WBI Investments held 114,615 shares of Pfizer worth $3.22M as of Q1 2026.
  • WBI Investments sold 18,878 Pfizer shares in Q1 2026, an estimated $503K.
  • Pfizer made up 0.89% of WBI Investments's portfolio in Q1 2026, its #16 holding.
  • WBI Investments first reported a position in Pfizer in Q1 2014 and has held it in 21 quarters since.
  • WBI Investments's Pfizer position peaked at $29.4M in Q2 2018.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.