Wendell David Associates’s Pfizer PFE Stock Holding History

Wendell David Associates’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	$1.59M	Hold	65,922	–	–	0.17%	75
2026 Q1	$1.85M	Buy	65,922 +5,295	+9%	+$141K	0.2%	76
2025 Q4	$1.51M	Buy	60,627 +2,940	+5%	+$74.1K	0.15%	77
2025 Q3	$1.47M	Buy	57,687 +650	+1%	+$16K	0.15%	76
2025 Q2	$1.38M	Sell	57,037 -1,820	-3%	-$42.4K	0.14%	78
2025 Q1	$1.49M	Buy	58,857 +363	+0.6%	+$9.5K	0.15%	76
2024 Q4	$1.55M	Sell	58,494 -988	-2%	-$26.8K	0.15%	75
2024 Q3	$1.72M	Buy	59,482 +1,189	+2%	+$34.7K	0.16%	74
2024 Q2	$1.63M	Buy	58,293 +400	+0.7%	+$11K	0.17%	74
2024 Q1	$1.61M	Sell	57,893 -2,414	-4%	-$67K	0.16%	76
2023 Q4	$1.74M	Hold	60,307	–	–	0.19%	77
2023 Q3	$2M	Buy	60,307 +2,843	+5%	+$101K	0.24%	73
2023 Q2	$2.11M	Sell	57,464 -30	-0.1%	-$1.17K	0.24%	74
2023 Q1	$2.35M	Buy	57,494 +1,230	+2%	+$53.1K	0.28%	72
2022 Q4	$2.88M	Buy	56,264 +480	+0.9%	+$23K	0.35%	64
2022 Q3	$2.44M	Buy	55,784 +350	+0.6%	+$17K	0.33%	67
2022 Q2	$2.91M	Sell	55,434 -18	-0%	-$917	0.37%	61
2022 Q1	$2.87M	Hold	55,452	–	–	0.32%	67
2021 Q4	$3.27M	Buy	55,452 +18	+0%	+$892	0.33%	64
2021 Q3	$2.38M	Hold	55,434	–	–	0.27%	71
2021 Q2	$2.17M	Hold	55,434	–	–	0.24%	72
2021 Q1	$2.01M	Sell	55,434 -800	-1%	-$28.4K	0.24%	70
2020 Q4	$2.07M	Sell	56,234 -2,903	-5%	-$106K	0.25%	71
2020 Q3	$2.06M	Buy	59,137 +1,054	+2%	+$37K	0.27%	70
2020 Q2	$1.8M	Hold	58,083	–	–	0.26%	69
2020 Q1	$1.8M	Sell	58,083 -1,821	-3%	-$62K	0.3%	68
2019 Q4	$2.23M	Sell	59,904 -1,054	-2%	-$37.5K	0.31%	67
2019 Q3	$2.08M	Buy	60,958 +1,586	+3%	+$57.7K	0.3%	67
2019 Q2	$2.44M	Sell	59,372 -392	-0.7%	-$15.6K	0.37%	64
2019 Q1	$2.41M	Sell	59,764 -1,171	-2%	-$46.9K	0.37%	65
2018 Q4	$2.52M	Buy	60,935 +211	+0.3%	+$8.76K	0.45%	61
2018 Q3	$2.54M	Hold	60,724	–	–	0.4%	67
2018 Q2	$2.09M	Buy	60,724 +1,436	+2%	+$49.1K	0.36%	71
2018 Q1	$2M	Sell	59,288 -2,596	-4%	-$89.2K	0.36%	72
2017 Q4	$2.13M	Sell	61,884 -316	-0.5%	-$10.8K	0.36%	71
2017 Q3	$2.11M	Buy	62,200 +12,988	+26%	+$417K	0.37%	71
2017 Q2	$1.57M	Sell	49,212 -1,551	-3%	-$48.9K	0.3%	79
2017 Q1	$1.65M	Buy	50,763 +1,583	+3%	+$49.9K	0.32%	78
2016 Q4	$1.52M	Sell	49,180 -5,803	-11%	-$177K	0.3%	80
2016 Q3	$1.77M	Buy	54,983 +103	+0.2%	+$3.44K	0.35%	72
2016 Q2	$1.82M	Sell	54,880 -6,059	-10%	-$193K	0.36%	69
2016 Q1	$1.74M	Sell	60,939 -1,779	-3%	-$50.8K	0.34%	74
2015 Q4	$1.9M	Sell	62,718 -882	-1%	-$27.7K	0.38%	68
2015 Q3	$1.87M	Buy	63,600 +421	+0.7%	+$13.5K	0.38%	69
2015 Q2	$2.04M	Sell	63,179 -105	-0.2%	-$3.42K	0.4%	66
2015 Q1	$2.1M	Hold	63,284	–	–	0.4%	64
2014 Q4	$1.86M	Hold	63,284	–	–	0.36%	67
2014 Q3	$1.8M	Hold	63,284	–	–	0.38%	64
2014 Q2	$1.8M	Sell	63,284 -197	-0.3%	-$5.62K	0.38%	65
2014 Q1	$1.93M	Buy	63,481 +91	+0.1%	+$2.71K	0.42%	59
2013 Q4	$1.86M	Sell	63,390 -278	-0.4%	-$8.09K	0.41%	61
2013 Q3	$1.75M	Buy	63,668 +2,383	+4%	+$64.8K	0.42%	58
2013 Q2	$1.63M	Buy	+61,285	New	+$1.69M	0.41%	60

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wendell David Associates's PFE Position: Q2 2026 in Review

Wendell David Associates held its Pfizer (PFE) position steady in Q2 2026 at 65,922 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #75.

Wendell David Associates first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.27M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Wendell David Associates held 65,922 shares of Pfizer worth $1.59M as of Q2 2026.
Wendell David Associates left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.17% of Wendell David Associates's portfolio in Q2 2026, its #75 holding.
Wendell David Associates first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
Wendell David Associates's Pfizer position peaked at $3.27M in Q4 2021.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.