Western Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.99M | Buy |
82,496
+4,563
| +6% | +$119K | 0.06% | 301 |
|
|
2026
Q1 | $2.19M | Buy |
77,933
+15,748
| +25% | +$419K | 0.08% | 264 |
|
|
2025
Q4 | $1.55M | Buy |
62,185
+9,586
| +18% | +$242K | 0.07% | 261 |
|
|
2025
Q3 | $1.34M | Buy |
52,599
+5,528
| +12% | +$136K | 0.07% | 246 |
|
|
2025
Q2 | $1.14M | Buy |
47,071
+9,026
| +24% | +$210K | 0.07% | 249 |
|
|
2025
Q1 | $964K | Sell |
38,045
-18,487
| -33% | -$484K | 0.06% | 262 |
|
|
2024
Q4 | $1.5M | Buy |
56,532
+565
| +1% | +$15.3K | 0.08% | 240 |
|
|
2024
Q3 | $1.62M | Buy |
55,967
+23,287
| +71% | +$679K | 0.09% | 224 |
|
|
2024
Q2 | $914K | Sell |
32,680
-1,094
| -3% | -$30.1K | 0.07% | 243 |
|
|
2024
Q1 | $937K | Sell |
33,774
-13,884
| -29% | -$385K | 0.07% | 240 |
|
|
2023
Q4 | $1.37M | Sell |
47,658
-7,074
| -13% | -$214K | 0.1% | 212 |
|
|
2023
Q3 | $1.82M | Sell |
54,732
-47
| -0.1% | -$1.66K | 0.15% | 145 |
|
|
2023
Q2 | $2.01M | Buy |
54,779
+4,142
| +8% | +$161K | 0.17% | 126 |
|
|
2023
Q1 | $2.07M | Sell |
50,637
-307
| -0.6% | -$13.3K | 0.19% | 122 |
|
|
2022
Q4 | $2.61M | Sell |
50,944
-29,829
| -37% | -$1.43M | 0.27% | 98 |
|
|
2022
Q3 | $3.6M | Buy |
80,773
+2,401
| +3% | +$117K | 0.21% | 111 |
|
|
2022
Q2 | $4.12M | Buy |
78,372
+808
| +1% | +$41.2K | 0.24% | 93 |
|
|
2022
Q1 | $4.01M | Buy |
77,564
+44,905
| +137% | +$2.33M | 0.19% | 114 |
|
|
2021
Q4 | $1.93M | Buy |
+32,659
| New | +$1.62M | 0.19% | 123 |
|
|
2021
Q2 | $1.14M | Buy |
28,881
+7,513
| +35% | +$292K | 0.12% | 190 |
|
|
2021
Q1 | $774K | Sell |
21,368
-686
| -3% | -$24.4K | 0.1% | 200 |
|
|
2020
Q4 | $812K | Sell |
22,054
-3,237
| -13% | -$119K | 0.12% | 186 |
|
|
2020
Q3 | $881K | Sell |
25,291
-1,151
| -4% | -$40.4K | 0.14% | 160 |
|
|
2020
Q2 | $824K | Sell |
26,442
-15,799
| -37% | -$537K | 0.15% | 152 |
|
|
2020
Q1 | $1.31M | Buy |
42,241
+27,740
| +191% | +$945K | 0.3% | 82 |
|
|
2019
Q4 | $539K | Sell |
14,501
-9,942
| -41% | -$354K | 0.08% | 222 |
|
|
2019
Q3 | $836K | Buy |
24,443
+422
| +2% | +$15.3K | 0.17% | 135 |
|
|
2019
Q2 | $985K | Sell |
24,021
-21,247
| -47% | -$844K | 0.13% | 136 |
|
|
2019
Q1 | $1.82M | Buy |
45,268
+18,168
| +67% | +$728K | 0.4% | 56 |
|
|
2018
Q4 | $1.12M | Buy |
+27,100
| New | +$1.12M | 0.3% | 79 |
|
Other funds holding PFE
Western Wealth Management's PFE Position: Q2 2026 in Review
Western Wealth Management increased its Pfizer (PFE) stake by 5.9% in Q2 2026, buying an estimated $119K and bringing the position to 82,496 shares worth $1.99M. The position accounts for 0.06% of the portfolio, ranked #301.
Western Wealth Management first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.12M in Q2 2022. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Western Wealth Management held 82,496 shares of Pfizer worth $1.99M as of Q2 2026.
- Western Wealth Management bought 4,563 Pfizer shares in Q2 2026, an estimated $119K.
- Pfizer made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #301 holding.
- Western Wealth Management first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
- Western Wealth Management's Pfizer position peaked at $4.12M in Q2 2022.
- 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.