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 Q3	$1.41M	Buy	49,341 +280	+0.6%	+$7.45K	0.64%	39
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

William B. Walkup & Associates's PFE Position: Q3 2026 in Review

William B. Walkup & Associates increased its Pfizer (PFE) stake by 0.57% in Q3 2026, buying an estimated $7.45K and bringing the position to 49,341 shares worth $1.41M. The position accounts for 0.64% of the portfolio, ranked #39.

William B. Walkup & Associates first reported a position in PFE in Q2 2024 and has held it in 10 quarters since. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

William B. Walkup & Associates held 49,341 shares of Pfizer worth $1.41M as of Q3 2026.
William B. Walkup & Associates bought 280 Pfizer shares in Q3 2026, an estimated $7.45K.
Pfizer made up 0.64% of William B. Walkup & Associates's portfolio in Q3 2026, its #39 holding.
William B. Walkup & Associates first reported a position in Pfizer in Q2 2024 and has held it in 10 quarters since.
1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.