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Westchester Capital Management (Nebraska)’s Pfizer PFE Stock Holding History

Westchester Capital Management (Nebraska)’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 		$6.65M Sell
276,275
-5,353
-2% -$140K 1.2% 24
2026
Q1 		$7.91M Sell
281,628
-255
-0.1% -$6.79K 1.59% 23
2025
Q4 		$7.02M Buy
281,883
+9,434
+3% +$238K 1.45% 23
2025
Q3 		$6.94M Sell
272,449
-2,063
-0.8% -$50.9K 1.49% 23
2025
Q2 		$6.65M Buy
274,512
+1,082
+0.4% +$25.2K 1.57% 23
2025
Q1 		$6.93M Buy
273,430
+321
+0.1% +$8.4K 1.72% 22
2024
Q4 		$7.25M Sell
273,109
-5,444
-2% -$148K 1.82% 21
2024
Q3 		$8.06M Buy
278,553
+237
+0.1% +$6.91K 1.96% 20
2024
Q2 		$7.79M Sell
278,316
-2,146
-0.8% -$59.1K 1.97% 20
2024
Q1 		$7.78M Sell
280,462
-2,359
-0.8% -$65.5K 1.95% 22
2023
Q4 		$8.14M Sell
282,821
-2,764
-1% -$83.6K 2.19% 22
2023
Q3 		$9.47M Buy
285,585
+2,116
+0.7% +$74.8K 2.71% 19
2023
Q2 		$10.4M Buy
283,469
+1,166
+0.4% +$45.4K 2.9% 19
2023
Q1 		$11.5M Buy
282,303
+1,190
+0.4% +$51.4K 3.31% 16
2022
Q4 		$14.4M Sell
281,113
-3,042
-1% -$146K 4.24% 9
2022
Q3 		$12.4M Sell
284,155
-627
-0.2% -$30.5K 4.01% 11
2022
Q2 		$14.9M Sell
284,782
-448
-0.2% -$22.8K 4.56% 6
2022
Q1 		$14.8M Sell
285,230
-1,144
-0.4% -$59.4K 3.81% 10
2021
Q4 		$16.9M Sell
286,374
-4,209
-1% -$209K 4.32% 5
2021
Q3 		$12.5M Buy
290,583
+981
+0.3% +$43.5K 3.48% 14
2021
Q2 		$11.3M Buy
289,602
+1,717
+0.6% +$66.8K 3.18% 18
2021
Q1 		$10.4M Sell
287,885
-433
-0.2% -$15.4K 3.02% 20
2020
Q4 		$10.6M Sell
288,318
-11,277
-4% -$414K 3.35% 19
2020
Q3 		$10.4M Buy
299,595
+55,656
+23% +$1.95M 3.7% 13
2020
Q2 		$7.57M Sell
243,939
-3,004
-1% -$102K 2.85% 21
2020
Q1 		$7.65M Buy
246,943
+7,120
+3% +$243K 3.42% 16
2019
Q4 		$8.91M Buy
239,823
+21,693
+10% +$773K 3.11% 23
2019
Q3 		$7.44M Buy
218,130
+11,242
+5% +$409K 2.92% 23
2019
Q2 		$8.5M Buy
206,888
+7,166
+4% +$285K 3.33% 18
2019
Q1 		$8.05M Sell
199,722
-707
-0.4% -$28.3K 3.44% 20
2018
Q4 		$8.3M Sell
200,429
-8,916
-4% -$370K 3.86% 14
2018
Q3 		$8.75M Sell
209,345
-1,302
-0.6% -$50.1K 3.47% 19
2018
Q2 		$7.25M Sell
210,647
-2,054
-1% -$70.2K 3.08% 21
2018
Q1 		$7.16M Sell
212,701
-4,684
-2% -$161K 3.02% 21
2017
Q4 		$7.47M Buy
217,385
+1,781
+0.8% +$60.7K 3.07% 23
2017
Q3 		$7.3M Buy
215,604
+4,520
+2% +$145K 3.13% 23
2017
Q2 		$6.73M Buy
211,084
+21,884
+12% +$690K 3.07% 23
2017
Q1 		$6.14M Buy
189,200
+2,023
+1% +$63.8K 2.95% 23
2016
Q4 		$5.77M Buy
187,177
+2,846
+2% +$86.9K 2.88% 24
2016
Q3 		$5.92M Sell
184,331
-14,170
-7% -$474K 2.88% 25
2016
Q2 		$6.63M Buy
198,501
+1,924
+1% +$61.4K 2.94% 25
2016
Q1 		$5.53M Buy
196,577
+639
+0.3% +$18.3K 2.49% 24
2015
Q4 		$6M Sell
195,938
-2,476
-1% -$77.9K 2.96% 22
2015
Q3 		$5.91M Sell
198,414
-1,118
-0.6% -$35.8K 3.17% 20
2015
Q2 		$6.35M Sell
199,532
-218
-0.1% -$7.11K 3.03% 21
2015
Q1 		$6.59M Buy
199,750
+2,872
+1% +$91.3K 3.26% 20
2014
Q4 		$5.82M Sell
196,878
-105
-0.1% -$3.01K 2.79% 22
2014
Q3 		$5.53M Buy
196,983
+5,586
+3% +$157K 2.61% 26
2014
Q2 		$5.39M Buy
191,397
+5,955
+3% +$170K 2.54% 26
2014
Q1 		$5.65M Buy
185,442
+304
+0.2% +$9.06K 2.84% 24
2013
Q4 		$5.38M Sell
185,138
-88
-0% -$2.56K 2.89% 24
2013
Q3 		$5.05M Sell
185,226
-1,897
-1% -$51.6K 3.13% 22
2013
Q2 		$4.97M Buy
+187,123
New +$5.17M 3.15% 21

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Westchester Capital Management (Nebraska)'s PFE Position: Q2 2026 in Review

Westchester Capital Management (Nebraska) reduced its Pfizer (PFE) stake by 1.9% in Q2 2026, selling an estimated $140K and leaving 276,275 shares worth $6.65M. The position accounts for 1.2% of the portfolio, ranked #24.

Westchester Capital Management (Nebraska) first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.9M in Q4 2021. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Westchester Capital Management (Nebraska) held 276,275 shares of Pfizer worth $6.65M as of Q2 2026.
  • Westchester Capital Management (Nebraska) sold 5,353 Pfizer shares in Q2 2026, an estimated $140K.
  • Pfizer made up 1.2% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #24 holding.
  • Westchester Capital Management (Nebraska) first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Westchester Capital Management (Nebraska)'s Pfizer position peaked at $16.9M in Q4 2021.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.