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West Wealth Group’s Pfizer PFE Stock Holding History

West Wealth Group’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 		$229K Buy
9,499
+1,110
+13% +$29K 0.04% 131
2026
Q1 		$236K Buy
8,389
+152
+2% +$4.05K 0.05% 120
2025
Q4 		$205K Buy
+8,237
New +$208K 0.04% 125
2023
Q1 		– Sell
-4,496
Closed -$230K – 81
2022
Q4 		$230K Buy
+4,496
New +$216K 0.11% 60
2022
Q3 		– Sell
-4,297
Closed -$225K – 65
2022
Q2 		$225K Sell
4,297
-191
-4% -$9.73K 0.1% 62
2022
Q1 		$232K Buy
4,488
+7
+0.2% +$363 0.09% 55
2021
Q4 		$264K Buy
+4,481
New +$222K 0.1% 45

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

West Wealth Group's PFE Position: Q2 2026 in Review

West Wealth Group increased its Pfizer (PFE) stake by 13% in Q2 2026, buying an estimated $29K and bringing the position to 9,499 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #131.

West Wealth Group first reported a position in PFE in Q4 2021 and has held it in 7 quarters since. The position peaked at $264K in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • West Wealth Group held 9,499 shares of Pfizer worth $229K as of Q2 2026.
  • West Wealth Group bought 1,110 Pfizer shares in Q2 2026, an estimated $29K.
  • Pfizer made up 0.04% of West Wealth Group's portfolio in Q2 2026, its #131 holding.
  • West Wealth Group first reported a position in Pfizer in Q4 2021 and has held it in 7 quarters since.
  • West Wealth Group's Pfizer position peaked at $264K in Q4 2021.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.