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Wealth Advisors of Tampa Bay’s Pfizer PFE Stock Holding History

Wealth Advisors of Tampa Bay’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 		$2.03M Sell
84,408
-6,961
-8% -$182K 0.62% 46
2026
Q1 		$2.57M Sell
91,369
-6,725
-7% -$179K 0.85% 40
2025
Q4 		$2.44M Sell
98,094
-49,306
-33% -$1.24M 0.84% 41
2025
Q3 		$3.76M Buy
147,400
+6,630
+5% +$164K 1.25% 35
2025
Q2 		$3.41M Sell
140,770
-860
-0.6% -$20.1K 1.29% 34
2025
Q1 		$3.59M Buy
141,630
+68,060
+93% +$1.78M 1.46% 32
2024
Q4 		$1.95M Sell
73,570
-74,043
-50% -$2.01M 0.84% 41
2024
Q3 		$4.27M Buy
147,613
+3,174
+2% +$92.6K 1.78% 23
2024
Q2 		$4.04M Buy
144,439
+3,800
+3% +$105K 1.88% 20
2024
Q1 		$3.9M Buy
140,639
+46,887
+50% +$1.3M 1.85% 20
2023
Q4 		$2.7M Sell
93,752
-94,008
-50% -$2.84M 1.36% 32
2023
Q3 		$6.23M Buy
187,760
+99,310
+112% +$3.51M 1.71% 22
2023
Q2 		$3.24M Buy
88,450
+643
+0.7% +$25K 1.78% 23
2023
Q1 		$3.58M Buy
87,807
+1,116
+1% +$48.2K 2.05% 19
2022
Q4 		$4.44M Sell
86,691
-379
-0.4% -$18.2K 2.75% 10
2022
Q3 		$3.81M Sell
87,070
-85,028
-49% -$4.13M 2.61% 10
2022
Q2 		$9.02M Sell
172,098
-3,810
-2% -$194K 2.79% 6
2022
Q1 		$9.11M Buy
175,908
+890
+0.5% +$46.2K 2.46% 8
2021
Q4 		$10.3M Buy
175,018
+88,684
+103% +$4.39M 2.54% 5
2021
Q3 		$3.71M Sell
86,334
-519
-0.6% -$23K 2.05% 12
2021
Q2 		$3.4M Sell
86,853
-394
-0.5% -$15.3K 1.89% 18
2021
Q1 		$3.16M Buy
87,247
+16,832
+24% +$598K 1.87% 17
2020
Q4 		$2.59M Sell
70,415
-3,466
-5% -$127K 1.81% 24
2020
Q3 		$2.57M Buy
73,881
+860
+1% +$30.2K 1.91% 20
2020
Q2 		$2.27M Sell
73,021
-284
-0.4% -$9.65K 1.89% 22
2020
Q1 		$2.27M Buy
+73,305
New +$2.5M 2.54% 15

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

Wealth Advisors of Tampa Bay's PFE Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay reduced its Pfizer (PFE) stake by 7.6% in Q2 2026, selling an estimated $182K and leaving 84,408 shares worth $2.03M. The position accounts for 0.62% of the portfolio, ranked #46.

Wealth Advisors of Tampa Bay first reported a position in PFE in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.3M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wealth Advisors of Tampa Bay held 84,408 shares of Pfizer worth $2.03M as of Q2 2026.
  • Wealth Advisors of Tampa Bay sold 6,961 Pfizer shares in Q2 2026, an estimated $182K.
  • Pfizer made up 0.62% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #46 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Pfizer in Q1 2020 and has held it in 26 quarters since.
  • Wealth Advisors of Tampa Bay's Pfizer position peaked at $10.3M in Q4 2021.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.