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Wedmont Private Capital’s Pfizer PFE Stock Holding History

Wedmont Private Capital’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 		$1.01M Sell
41,785
-9,950
-19% -$260K 0.03% 349
2026
Q1 		$1.42M Buy
51,735
+14,744
+40% +$393K 0.05% 235
2025
Q4 		$935K Buy
36,991
+5,825
+19% +$147K 0.03% 306
2025
Q3 		$819K Buy
31,166
+6,563
+27% +$162K 0.03% 323
2025
Q2 		$629K Buy
24,603
+1,354
+6% +$31.6K 0.03% 367
2025
Q1 		$509K Sell
23,249
-7,585
-25% -$198K 0.03% 378
2024
Q4 		$824K Sell
30,834
-6,639
-18% -$180K 0.04% 266
2024
Q3 		$1.09M Buy
37,473
+1,994
+6% +$58.2K 0.06% 192
2024
Q2 		$1.03M Buy
35,479
+5,435
+18% +$150K 0.06% 193
2024
Q1 		$805K Sell
30,044
-3,402
-10% -$94.4K 0.06% 221
2023
Q4 		$989K Buy
33,446
+202
+0.6% +$6.11K 0.08% 165
2023
Q3 		$1.1M Buy
33,244
+9,837
+42% +$348K 0.11% 113
2023
Q2 		$850K Sell
23,407
-5,089
-18% -$198K 0.09% 150
2023
Q1 		$1.19M Sell
28,496
-8,438
-23% -$364K 0.16% 92
2022
Q4 		$1.88M Buy
36,934
+11,575
+46% +$555K 0.28% 60
2022
Q3 		$1.11M Sell
25,359
-1,108
-4% -$53.8K 0.22% 71
2022
Q2 		$1.39M Buy
26,467
+9,491
+56% +$484K 0.3% 57
2022
Q1 		$865K Buy
16,976
+3,315
+24% +$172K 0.19% 87
2021
Q4 		$759K Buy
+13,661
New +$677K 0.23% 72

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wedmont Private Capital's PFE Position: Q2 2026 in Review

Wedmont Private Capital reduced its Pfizer (PFE) stake by 19% in Q2 2026, selling an estimated $260K and leaving 41,785 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #349.

Wedmont Private Capital first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.88M in Q4 2022. 1,247 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wedmont Private Capital held 41,785 shares of Pfizer worth $1.01M as of Q2 2026.
  • Wedmont Private Capital sold 9,950 Pfizer shares in Q2 2026, an estimated $260K.
  • Pfizer made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #349 holding.
  • Wedmont Private Capital first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Pfizer position peaked at $1.88M in Q4 2022.
  • 1,247 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.