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Whipplewood Advisors’s Pfizer PFE Stock Holding History

Whipplewood Advisors’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 		$2.41K Sell
100
-166
-62% -$4.34K ﹤0.01% 394
2026
Q1 		$7.47K Sell
266
-3,062
-92% -$81.5K ﹤0.01% 538
2025
Q4 		$82.9K Buy
3,328
+22
+0.7% +$555 0.05% 169
2025
Q3 		$84.2K Sell
3,306
-521
-14% -$12.9K 0.06% 163
2025
Q2 		$92.8K Sell
3,827
-347
-8% -$8.09K 0.05% 241
2025
Q1 		$103K Buy
4,174
+107
+3% +$2.8K 0.06% 219
2024
Q4 		$108K Buy
+4,067
New +$110K 0.06% 222

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's PFE Position: Q2 2026 in Review

Whipplewood Advisors reduced its Pfizer (PFE) stake by 62% in Q2 2026, selling an estimated $4.34K and leaving 100 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Whipplewood Advisors first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $108K in Q4 2024. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Whipplewood Advisors held 100 shares of Pfizer worth $2.41K as of Q2 2026.
  • Whipplewood Advisors sold 166 Pfizer shares in Q2 2026, an estimated $4.34K.
  • Pfizer made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #394 holding.
  • Whipplewood Advisors first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Pfizer position peaked at $108K in Q4 2024.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.