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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
Q2 		$3.04M Buy
126,317
+725
+0.6% +$19K 1.24% 25
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 $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 Investments's PFE Position: Q2 2026 in Review

Westbourne Investments increased its Pfizer (PFE) stake by 0.58% in Q2 2026, buying an estimated $19K and bringing the position to 126,317 shares worth $3.04M. The position accounts for 1.24% of the portfolio, ranked #25.

Westbourne Investments first reported a position in PFE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.53M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Westbourne Investments held 126,317 shares of Pfizer worth $3.04M as of Q2 2026.
  • Westbourne Investments bought 725 Pfizer shares in Q2 2026, an estimated $19K.
  • Pfizer made up 1.24% of Westbourne Investments's portfolio in Q2 2026, its #25 holding.
  • Westbourne Investments first reported a position in Pfizer in Q1 2025 and has held it in 6 quarters since.
  • Westbourne Investments's Pfizer position peaked at $3.53M in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.