William B. Walkup & Associates’s Pfizer PFE Stock Holding History

William B. Walkup & Associates’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	$1.18M	Buy	49,061 +8,393	+21%	+$220K	0.57%	44
2026 Q1	$1.03M	Sell	40,668 -8,976	-18%	-$239K	0.62%	42
2025 Q4	$1.24M	Sell	49,644 -1,609	-3%	-$40.6K	0.68%	40
2025 Q3	$1.31M	Buy	51,253 +10,585	+26%	+$261K	0.7%	37
2025 Q2	$986K	Hold	40,668	–	–	0.58%	44
2025 Q1	$1.03M	Buy	40,668 +1,300	+3%	+$34K	0.63%	41
2024 Q4	$1.04M	Buy	39,368 +454	+1%	+$12.3K	0.66%	40
2024 Q3	$1.13M	Sell	38,914 -404	-1%	-$11.8K	0.7%	39
2024 Q2	$1.1M	Buy	+39,318	New	+$1.08M	0.72%	35

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

William B. Walkup & Associates's PFE Position: Q2 2026 in Review

William B. Walkup & Associates increased its Pfizer (PFE) stake by 21% in Q2 2026, buying an estimated $220K and bringing the position to 49,061 shares worth $1.18M. The position accounts for 0.57% of the portfolio, ranked #44.

William B. Walkup & Associates first reported a position in PFE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2025. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

William B. Walkup & Associates held 49,061 shares of Pfizer worth $1.18M as of Q2 2026.
William B. Walkup & Associates bought 8,393 Pfizer shares in Q2 2026, an estimated $220K.
Pfizer made up 0.57% of William B. Walkup & Associates's portfolio in Q2 2026, its #44 holding.
William B. Walkup & Associates first reported a position in Pfizer in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's Pfizer position peaked at $1.31M in Q3 2025.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.