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Wilsey Asset Management’s Pfizer PFE Stock Holding History

Wilsey Asset Management’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 		$33.5M Buy
1,390,058
+202,641
+17% +$5.3M 4.92% 13
2026
Q1 		$33.3M Sell
1,187,417
-7,978
-0.7% -$212K 5.23% 12
2025
Q4 		$29.8M Buy
1,195,395
+91,852
+8% +$2.32M 4.62% 13
2025
Q3 		$28.1M Buy
1,103,543
+118,248
+12% +$2.92M 5.16% 12
2025
Q2 		$23.9M Buy
985,295
+43,566
+5% +$1.02M 4.4% 14
2025
Q1 		$23.9M Buy
941,729
+58,372
+7% +$1.53M 4.78% 14
2024
Q4 		$23.4M Buy
883,357
+57,572
+7% +$1.56M 4.34% 14
2024
Q3 		$23.9M Buy
825,785
+2,521
+0.3% +$73.5K 4.38% 16
2024
Q2 		$23M Buy
823,264
+201,418
+32% +$5.55M 4.84% 12
2024
Q1 		$17.3M Buy
621,846
+36,767
+6% +$1.02M 3.52% 14
2023
Q4 		$16.8M Buy
585,079
+17,231
+3% +$521K 3.44% 16
2023
Q3 		$18.8M Buy
+567,848
New +$20.1M 4.27% 13
2015
Q1 		– Sell
-65,851
Closed -$1.95M – 23
2014
Q4 		$1.95M Buy
65,851
+229
+0.3% +$6.57K 1.36% 22
2014
Q3 		$1.84M Sell
65,622
-1,542
-2% -$43.3K 1.47% 20
2014
Q2 		$1.89M Sell
67,164
-1,171
-2% -$33.4K 1.47% 21
2014
Q1 		$2.08M Buy
68,335
+1,653
+2% +$49.3K 1.68% 20
2013
Q4 		$1.93M Buy
+66,682
New +$1.94M 1.77% 20

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wilsey Asset Management's PFE Position: Q2 2026 in Review

Wilsey Asset Management increased its Pfizer (PFE) stake by 17% in Q2 2026, buying an estimated $5.3M and bringing the position to 1,390,058 shares worth $33.5M. The position accounts for 4.92% of the portfolio, ranked #13.

Wilsey Asset Management first reported a position in PFE in Q4 2013 and has held it in 17 quarters since. 1,309 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wilsey Asset Management held 1,390,058 shares of Pfizer worth $33.5M as of Q2 2026.
  • Wilsey Asset Management bought 202,641 Pfizer shares in Q2 2026, an estimated $5.3M.
  • Pfizer made up 4.92% of Wilsey Asset Management's portfolio in Q2 2026, its #13 holding.
  • Wilsey Asset Management first reported a position in Pfizer in Q4 2013 and has held it in 17 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wilsey Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.