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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

WFA of San Diego's PFE Position: Q1 2026 in Review

WFA of San Diego reduced its Pfizer (PFE) stake by 18% in Q1 2026, selling an estimated $5.33K and leaving 931 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #233.

WFA of San Diego first reported a position in PFE in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.93M in Q2 2020. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

WFA of San Diego held 931 shares of Pfizer worth $26.1K as of Q1 2026.
WFA of San Diego sold 200 Pfizer shares in Q1 2026, an estimated $5.33K.
Pfizer made up 0.02% of WFA of San Diego's portfolio in Q1 2026, its #233 holding.
WFA of San Diego first reported a position in Pfizer in Q2 2020 and has held it in 17 quarters since.
WFA of San Diego's Pfizer position peaked at $1.93M in Q2 2020.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.