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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
Q3 		$2.77M Buy
99,498
+57,713
+138% +$1.54M 0.07% 164
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Wedmont Private Capital's PFE Position: Q3 2026 in Review

Wedmont Private Capital increased its Pfizer (PFE) stake by 138% in Q3 2026, buying an estimated $1.54M and bringing the position to 99,498 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #164.

Wedmont Private Capital first reported a position in PFE in Q4 2021 and has held it in 20 quarters since. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Wedmont Private Capital held 99,498 shares of Pfizer worth $2.77M as of Q3 2026.
  • Wedmont Private Capital bought 57,713 Pfizer shares in Q3 2026, an estimated $1.54M.
  • Pfizer made up 0.07% of Wedmont Private Capital's portfolio in Q3 2026, its #164 holding.
  • Wedmont Private Capital first reported a position in Pfizer in Q4 2021 and has held it in 20 quarters since.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.