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Westbourne Investments’s Pfizer PFE Stock Holding History

Westbourne Investments’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
Q1 		$3.53M Sell
125,592
-1,207
-1% -$32.1K 1.68% 14
2025
Q4 		$3.16M Buy
126,799
+44,324
+54% +$1.12M 1.47% 22
2025
Q3 		$2.03M Buy
82,475
+880
+1% +$21.7K 0.97% 36
2025
Q2 		$1.98M Sell
81,595
-13,570
-14% -$316K 1.05% 30
2025
Q1 		$2.41M Buy
+95,165
New +$2.49M 1.45% 15

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Westbourne Investments's PFE Position: Q1 2026 in Review

Westbourne Investments reduced its Pfizer (PFE) stake by 0.95% in Q1 2026, selling an estimated $32.1K and leaving 125,592 shares worth $3.53M. The position accounts for 1.68% of the portfolio, ranked #14.

Westbourne Investments first reported a position in PFE in Q1 2025 and has held it in 5 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Westbourne Investments held 125,592 shares of Pfizer worth $3.53M as of Q1 2026.
  • Westbourne Investments sold 1,207 Pfizer shares in Q1 2026, an estimated $32.1K.
  • Pfizer made up 1.68% of Westbourne Investments's portfolio in Q1 2026, its #14 holding.
  • Westbourne Investments first reported a position in Pfizer in Q1 2025 and has held it in 5 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.