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Well Done LLC’s Pfizer PFE Stock Holding History

Well Done LLC’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 		$228K Sell
9,470
-411
-4% -$10.8K 0.03% 188
2026
Q1 		$277K Sell
9,881
-1,825
-16% -$48.6K 0.04% 158
2025
Q4 		$291K Sell
11,706
-124
-1% -$3.13K 0.04% 155
2025
Q3 		$301K Sell
11,830
-603
-5% -$14.9K 0.05% 149
2025
Q2 		$301K Buy
12,433
+527
+4% +$12.3K 0.06% 139
2025
Q1 		$316K Buy
11,906
+45
+0.4% +$1.18K 0.06% 138
2024
Q4 		$343K Hold
11,861
– – 0.06% 126
2024
Q3 		$343K Buy
11,861
+1,918
+19% +$56K 0.06% 127
2024
Q2 		$278K Sell
9,943
-107
-1% -$2.95K 0.06% 148
2024
Q1 		$279K Sell
10,050
-1,002
-9% -$27.8K 0.05% 152
2023
Q4 		$318K Buy
11,052
+1,285
+13% +$38.8K 0.06% 141
2023
Q3 		$324K Sell
9,767
-9
-0.1% -$318 0.07% 124
2023
Q2 		$359K Sell
9,776
-317
-3% -$12.3K 0.08% 120
2023
Q1 		$412K Sell
10,093
-96
-0.9% -$4.15K 0.09% 109
2022
Q4 		$522K Buy
10,189
+264
+3% +$12.7K 0.11% 100
2022
Q3 		$434K Buy
9,925
+99
+1% +$4.81K 0.11% 99
2022
Q2 		$515K Hold
9,826
– – 0.11% 97
2022
Q1 		$509K Sell
9,826
-952
-9% -$49.4K 0.1% 108
2021
Q4 		$636K Sell
10,778
-1,165
-10% -$57.7K 0.13% 94
2021
Q3 		$514K Buy
11,943
+1,122
+10% +$49.7K 0.11% 105
2021
Q2 		$424K Buy
10,821
+315
+3% +$12.3K 0.09% 114
2021
Q1 		$381K Hold
10,506
– – 0.09% 116
2020
Q4 		$387K Buy
+10,506
New +$385K 0.1% 105
2019
Q1 		– Sell
-3,995
Closed -$165K – 503
2018
Q4 		$165K Buy
+3,995
New +$166K 0.05% 150
2018
Q2 		– Sell
-2,431
Closed -$82K – 401
2018
Q1 		$82K Buy
+2,431
New +$83.6K 0.03% 187

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

Well Done LLC's PFE Position: Q2 2026 in Review

Well Done LLC reduced its Pfizer (PFE) stake by 4.2% in Q2 2026, selling an estimated $10.8K and leaving 9,470 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #188.

Well Done LLC first reported a position in PFE in Q1 2018 and has held it in 25 quarters since. The position peaked at $636K in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Well Done LLC held 9,470 shares of Pfizer worth $228K as of Q2 2026.
  • Well Done LLC sold 411 Pfizer shares in Q2 2026, an estimated $10.8K.
  • Pfizer made up 0.03% of Well Done LLC's portfolio in Q2 2026, its #188 holding.
  • Well Done LLC first reported a position in Pfizer in Q1 2018 and has held it in 25 quarters since.
  • Well Done LLC's Pfizer position peaked at $636K in Q4 2021.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.