WAG
PFE icon

Wilkerson Advisory Group’s Pfizer PFE Stock Holding History

Wilkerson Advisory Group’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 		$69.5K Sell
2,885
-527
-15% -$13.8K 0.02% 195
2026
Q1 		$95.8K Buy
3,412
+1,007
+42% +$26.8K 0.03% 147
2025
Q4 		$59.9K Buy
+2,405
New +$60.6K 0.02% 150

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 $3.37T AUM 44.26% 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

Wilkerson Advisory Group's PFE Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Pfizer (PFE) stake by 15% in Q2 2026, selling an estimated $13.8K and leaving 2,885 shares worth $69.5K. The position accounts for 0.02% of the portfolio, ranked #195.

Wilkerson Advisory Group first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $95.8K in Q1 2026. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wilkerson Advisory Group held 2,885 shares of Pfizer worth $69.5K as of Q2 2026.
  • Wilkerson Advisory Group sold 527 Pfizer shares in Q2 2026, an estimated $13.8K.
  • Pfizer made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #195 holding.
  • Wilkerson Advisory Group first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Pfizer position peaked at $95.8K in Q1 2026.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.