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Westbourne Investment Advisors’s Pfizer PFE Stock Holding History

Westbourne Investment Advisors’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 		$361K Sell
14,995
-6,800
-31% -$178K 0.1% 89
2026
Q1 		$612K Hold
21,795
– – 0.18% 74
2025
Q4 		$543K Sell
21,795
-810
-4% -$20.4K 0.15% 76
2025
Q3 		$576K Sell
22,605
-1,205
-5% -$29.7K 0.16% 76
2025
Q2 		$577K Buy
23,810
+4,000
+20% +$93.3K 0.18% 75
2025
Q1 		$502K Hold
19,810
– – 0.18% 63
2024
Q4 		$526K Hold
19,810
– – 0.18% 62
2024
Q3 		$573K Hold
19,810
– – 0.2% 63
2024
Q2 		$554K Hold
19,810
– – 0.2% 62
2024
Q1 		$550K Sell
19,810
-750
-4% -$20.8K 0.2% 63
2023
Q4 		$592K Hold
20,560
– – 0.24% 60
2023
Q3 		$682K Sell
20,560
-750
-4% -$26.5K 0.31% 54
2023
Q2 		$782K Hold
21,310
– – 0.35% 52
2023
Q1 		$869K Hold
21,310
– – 0.42% 50
2022
Q4 		$1.09M Hold
21,310
– – 0.55% 46
2022
Q3 		$933K Hold
21,310
– – 0.49% 50
2022
Q2 		$1.12M Hold
21,310
– – 0.69% 42
2022
Q1 		$1.1M Buy
21,310
+50
+0.2% +$2.59K 0.46% 47
2021
Q4 		$1.25M Buy
21,260
+8,250
+63% +$409K 0.49% 46
2021
Q3 		$560K Hold
13,010
– – 0.26% 54
2021
Q2 		$509K Sell
13,010
-2,000
-13% -$77.8K 0.23% 57
2021
Q1 		$544K Sell
15,010
-400
-3% -$14.2K 0.27% 56
2020
Q4 		$567K Sell
15,410
-832
-5% -$30.5K 0.33% 52
2020
Q3 		$566K Buy
16,242
+53
+0.3% +$1.86K 0.65% 30
2020
Q2 		$502K Sell
16,189
-3,630
-18% -$123K 0.62% 30
2020
Q1 		$614K Sell
19,819
-1,160
-6% -$39.5K 0.57% 44
2019
Q4 		$780K Sell
20,979
-527
-2% -$18.8K 0.53% 48
2019
Q3 		$733K Buy
21,506
+590
+3% +$21.5K 0.55% 49
2019
Q2 		$860K Sell
20,916
-5,902
-22% -$234K 0.7% 41
2019
Q1 		$1.08M Sell
26,818
-1,265
-5% -$50.7K 0.83% 36
2018
Q4 		$1.16M Buy
28,083
+3,162
+13% +$131K 1% 30
2018
Q3 		$1.04M Sell
24,921
-211
-0.8% -$8.12K 0.76% 39
2018
Q2 		$865K Sell
25,132
-843
-3% -$28.8K 0.75% 43
2018
Q1 		$875K Sell
25,975
-3,056
-11% -$105K 0.7% 51
2017
Q4 		$998K Buy
29,031
+632
+2% +$21.6K 0.76% 48
2017
Q3 		$962K Sell
28,399
-764
-3% -$24.6K 0.75% 47
2017
Q2 		$929K Buy
29,163
+632
+2% +$19.9K 0.76% 47
2017
Q1 		$926K Sell
28,531
-1,396
-5% -$44K 0.76% 42
2016
Q4 		$922K Buy
29,927
+369
+1% +$11.3K 0.81% 42
2016
Q3 		$950K Buy
29,558
+1,054
+4% +$35.2K 0.84% 44
2016
Q2 		$952K Buy
28,504
+2,734
+11% +$87.3K 0.86% 40
2016
Q1 		$725K Buy
25,770
+843
+3% +$24.1K 0.69% 47
2015
Q4 		$763K Buy
24,927
+1,265
+5% +$39.8K 0.74% 45
2015
Q3 		$705K Sell
23,662
-158
-0.7% -$5.07K 0.71% 47
2015
Q2 		$758K Buy
+23,820
New +$776K 0.69% 47

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

Westbourne Investment Advisors's PFE Position: Q2 2026 in Review

Westbourne Investment Advisors reduced its Pfizer (PFE) stake by 31% in Q2 2026, selling an estimated $178K and leaving 14,995 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #89.

Westbourne Investment Advisors first reported a position in PFE in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.25M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Westbourne Investment Advisors held 14,995 shares of Pfizer worth $361K as of Q2 2026.
  • Westbourne Investment Advisors sold 6,800 Pfizer shares in Q2 2026, an estimated $178K.
  • Pfizer made up 0.1% of Westbourne Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Westbourne Investment Advisors first reported a position in Pfizer in Q2 2015 and has held it in 45 quarters since.
  • Westbourne Investment Advisors's Pfizer position peaked at $1.25M in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.