West Branch Capital’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $105K | Hold |
4,359
| – | – | 0.02% | 106 |
|
|
2026
Q1 | $122K | Hold |
4,359
| – | – | 0.03% | 97 |
|
|
2025
Q4 | $109K | Hold |
4,359
| – | – | 0.03% | 108 |
|
|
2025
Q3 | $111K | Buy |
4,359
+695
| +19% | +$17.2K | 0.03% | 110 |
|
|
2025
Q2 | $88.8K | Hold |
3,664
| – | – | 0.03% | 117 |
|
|
2025
Q1 | $92.8K | Buy |
3,664
+178
| +5% | +$4.66K | 0.03% | 120 |
|
|
2024
Q4 | $92.5K | Sell |
3,486
-6
| -0.2% | -$163 | 0.03% | 122 |
|
|
2024
Q3 | $101K | Buy |
3,492
+5
| +0.1% | +$146 | 0.03% | 120 |
|
|
2024
Q2 | $97.6K | Buy |
3,487
+719
| +26% | +$19.8K | 0.04% | 126 |
|
|
2024
Q1 | $76.8K | Sell |
2,768
-27
| -1% | -$749 | 0.03% | 139 |
|
|
2023
Q4 | $80.5K | Sell |
2,795
-53,628
| -95% | -$1.62M | 0.04% | 133 |
|
|
2023
Q3 | $1.87M | Buy |
56,423
+1,311
| +2% | +$46.4K | 0.98% | 24 |
|
|
2023
Q2 | $2.02M | Buy |
55,112
+501
| +0.9% | +$19.5K | 1.01% | 22 |
|
|
2023
Q1 | $2.23M | Buy |
54,611
+643
| +1% | +$27.8K | 1.24% | 19 |
|
|
2022
Q4 | $2.77M | Buy |
53,968
+830
| +2% | +$39.8K | 1.71% | 16 |
|
|
2022
Q3 | $2.33M | Buy |
53,138
+357
| +0.7% | +$17.3K | 1.45% | 17 |
|
|
2022
Q2 | $2.77M | Buy |
52,781
+678
| +1% | +$34.5K | 1.6% | 17 |
|
|
2022
Q1 | $2.7M | Sell |
52,103
-979
| -2% | -$50.8K | 1.29% | 19 |
|
|
2021
Q4 | $3.13M | Buy |
53,082
+1,450
| +3% | +$71.8K | 1.33% | 19 |
|
|
2021
Q3 | $2.22M | Buy |
51,632
+60
| +0.1% | +$2.66K | 1.07% | 25 |
|
|
2021
Q2 | $2.02M | Buy |
51,572
+1,720
| +3% | +$66.9K | 0.99% | 26 |
|
|
2021
Q1 | $1.81M | Sell |
49,852
-3,604
| -7% | -$128K | 1.06% | 27 |
|
|
2020
Q4 | $1.97M | Sell |
53,456
-1,806
| -3% | -$66.2K | 1.16% | 26 |
|
|
2020
Q3 | $1.92M | Buy |
55,262
+724
| +1% | +$25.4K | 1.23% | 26 |
|
|
2020
Q2 | $1.69M | Buy |
54,538
+6,813
| +14% | +$231K | 1.19% | 25 |
|
|
2020
Q1 | $1.48M | Sell |
47,725
-6,882
| -13% | -$235K | 1.41% | 21 |
|
|
2019
Q4 | $2.03M | Sell |
54,607
-4,150
| -7% | -$148K | 1.41% | 23 |
|
|
2019
Q3 | $2M | Buy |
58,757
+124
| +0.2% | +$4.51K | 1.48% | 19 |
|
|
2019
Q2 | $2.41M | Buy |
58,633
+3,104
| +6% | +$123K | 1.99% | 15 |
|
|
2019
Q1 | $2.24M | Buy |
55,529
+1,942
| +4% | +$77.8K | 2% | 16 |
|
|
2018
Q4 | $2.22M | Sell |
53,587
-1,119
| -2% | -$46.5K | 2.34% | 13 |
|
|
2018
Q3 | $2.29M | Buy |
54,706
+720
| +1% | +$27.7K | 1.7% | 19 |
|
|
2018
Q2 | $1.86M | Buy |
53,986
+12,751
| +31% | +$436K | 1.46% | 20 |
|
|
2018
Q1 | $1.39M | Buy |
+41,235
| New | +$1.42M | 1.52% | 23 |
|
Other funds holding PFE
West Branch Capital's PFE Position: Q2 2026 in Review
West Branch Capital held its Pfizer (PFE) position steady in Q2 2026 at 4,359 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #106.
West Branch Capital first reported a position in PFE in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.13M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- West Branch Capital held 4,359 shares of Pfizer worth $105K as of Q2 2026.
- West Branch Capital left its Pfizer share count unchanged in Q2 2026.
- Pfizer made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #106 holding.
- West Branch Capital first reported a position in Pfizer in Q1 2018 and has held it in 34 quarters since.
- West Branch Capital's Pfizer position peaked at $3.13M in Q4 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.