WFA of San Diego’s Pfizer PFE Stock Holding History

WFA of San Diego’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	–	Sell	-931	Closed	-$26.1K	–	297
2026 Q1	$26.1K	Sell	931 -200	-18%	-$5.33K	0.02%	233
2025 Q4	$28.2K	Sell	1,131 -500	-31%	-$12.6K	0.02%	247
2025 Q3	$41.6K	Hold	1,631	–	–	0.03%	220
2025 Q2	$39.5K	Buy	+1,631	New	+$38K	0.03%	224
2024 Q3	$65.4K	Hold	2,261	–	–	0.06%	160
2024 Q2	$63.3K	Buy	+2,261	New	+$62.2K	0.06%	157
2023 Q3	$93.9K	Sell	2,830 -63	-2%	-$2.23K	0.1%	116
2023 Q2	$106K	Buy	+2,893	New	+$113K	0.1%	110
2023 Q1	–	Sell	-4,288	Closed	-$220K	–	319
2022 Q4	$220K	Buy	+4,288	New	+$206K	0.17%	89
2022 Q3	–	Sell	-4,412	Closed	-$231K	–	309
2022 Q2	$231K	Sell	4,412 -1,424	-24%	-$72.6K	0.2%	77
2022 Q1	$302K	Sell	5,836 -509	-8%	-$26.4K	0.23%	77
2021 Q4	$375K	Buy	6,345 +201	+3%	+$9.96K	0.22%	81
2021 Q3	$264K	Buy	6,144 +234	+4%	+$10.4K	0.18%	86
2021 Q2	$231K	Sell	5,910 -632	-10%	-$24.6K	0.18%	78
2021 Q1	$237K	Buy	+6,542	New	+$232K	0.2%	81
2020 Q4	–	Sell	-8,397	Closed	-$292K	–	106
2020 Q3	$292K	Sell	8,397 -43,583	-84%	-$1.53M	0.28%	61
2020 Q2	$1.93M	Buy	+51,980	New	+$1.77M	0.45%	46

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFA of San Diego's PFE Position: Q2 2026 in Review

WFA of San Diego sold out of Pfizer (PFE) in Q2 2026, closing a stake of 931 shares — an estimated $26.1K sold.

WFA of San Diego first reported a position in PFE in Q2 2020 and held it in 17 quarters. The position peaked at $1.93M in Q2 2020. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

WFA of San Diego reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 931 Pfizer shares in Q2 2026, an estimated $26.1K.
WFA of San Diego first reported a position in Pfizer in Q2 2020 and held it in 17 quarters.
WFA of San Diego's Pfizer position peaked at $1.93M in Q2 2020.
2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.