Winch Advisory Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $418K | Buy |
17,345
+134
| +0.8% | +$3.5K | 0.09% | 82 |
|
|
2026
Q1 | $483K | Buy |
17,211
+209
| +1% | +$5.56K | 0.11% | 76 |
|
|
2025
Q4 | $423K | Sell |
17,002
-1,078
| -6% | -$27.2K | 0.09% | 78 |
|
|
2025
Q3 | $461K | Buy |
18,080
+579
| +3% | +$14.3K | 0.1% | 73 |
|
|
2025
Q2 | $424K | Sell |
17,501
-1,153
| -6% | -$26.9K | 0.1% | 74 |
|
|
2025
Q1 | $473K | Buy |
18,654
+1,389
| +8% | +$36.3K | 0.13% | 68 |
|
|
2024
Q4 | $458K | Buy |
17,265
+1,053
| +6% | +$28.6K | 0.12% | 66 |
|
|
2024
Q3 | $469K | Sell |
16,212
-1,469
| -8% | -$42.9K | 0.13% | 66 |
|
|
2024
Q2 | $495K | Buy |
17,681
+2,467
| +16% | +$67.9K | 0.14% | 59 |
|
|
2024
Q1 | $422K | Buy |
15,214
+2,731
| +22% | +$75.8K | 0.13% | 64 |
|
|
2023
Q4 | $359K | Buy |
12,483
+1,582
| +15% | +$47.8K | 0.12% | 64 |
|
|
2023
Q3 | $362K | Buy |
10,901
+153
| +1% | +$5.41K | 0.13% | 59 |
|
|
2023
Q2 | $394K | Buy |
10,748
+1,151
| +12% | +$44.8K | 0.14% | 59 |
|
|
2023
Q1 | $392K | Buy |
9,597
+564
| +6% | +$24.4K | 0.15% | 59 |
|
|
2022
Q4 | $463K | Sell |
9,033
-63
| -0.7% | -$3.02K | 0.2% | 55 |
|
|
2022
Q3 | $398K | Sell |
9,096
-339
| -4% | -$16.5K | 0.17% | 53 |
|
|
2022
Q2 | $495K | Sell |
9,435
-273
| -3% | -$13.9K | 0.2% | 50 |
|
|
2022
Q1 | $503K | Sell |
9,708
-275
| -3% | -$14.3K | 0.17% | 50 |
|
|
2021
Q4 | $590K | Buy |
9,983
+682
| +7% | +$33.8K | 0.2% | 51 |
|
|
2021
Q3 | $400K | Buy |
9,301
+252
| +3% | +$11.2K | 0.14% | 58 |
|
|
2021
Q2 | $354K | Buy |
9,049
+2,402
| +36% | +$93.4K | 0.13% | 57 |
|
|
2021
Q1 | $241K | Buy |
6,647
+3,661
| +123% | +$130K | 0.1% | 59 |
|
|
2020
Q4 | $110K | Buy |
2,986
+1,309
| +78% | +$48K | 0.05% | 71 |
|
|
2020
Q3 | $58K | Buy |
1,677
+240
| +17% | +$8.41K | 0.02% | 87 |
|
|
2020
Q2 | $45K | Buy |
1,437
+82
| +6% | +$2.79K | 0.02% | 98 |
|
|
2020
Q1 | $42K | Sell |
1,355
-64
| -5% | -$2.18K | 0.02% | 94 |
|
|
2019
Q4 | $53K | Buy |
1,419
+10
| +0.7% | +$356 | 0.03% | 110 |
|
|
2019
Q3 | $48K | Sell |
1,409
-370
| -21% | -$13.5K | 0.03% | 106 |
|
|
2019
Q2 | $73K | Sell |
1,779
-225
| -11% | -$8.93K | 0.04% | 93 |
|
|
2019
Q1 | $81K | Buy |
2,004
+1,141
| +132% | +$45.7K | 0.04% | 91 |
|
|
2018
Q4 | $36K | Buy |
863
+354
| +70% | +$14.7K | 0.02% | 117 |
|
|
2018
Q3 | $21K | Sell |
509
-46
| -8% | -$1.77K | 0.01% | 135 |
|
|
2018
Q2 | $19K | Sell |
555
-18,065
| -97% | -$617K | 0.01% | 157 |
|
|
2018
Q1 | $627K | Sell |
18,620
-25,861
| -58% | -$889K | 0.37% | 51 |
|
|
2017
Q4 | $1.53M | Buy |
44,481
+2,570
| +6% | +$87.6K | 0.92% | 31 |
|
|
2017
Q3 | $1.42M | Buy |
41,911
+1,545
| +4% | +$49.7K | 0.92% | 30 |
|
|
2017
Q2 | $1.29M | Buy |
40,366
+39,506
| +4,594% | +$1.25M | 0.81% | 35 |
|
|
2017
Q1 | $28K | Buy |
860
+158
| +23% | +$4.98K | 0.02% | 129 |
|
|
2016
Q4 | $22K | Sell |
702
-2,167
| -76% | -$66.2K | 0.02% | 120 |
|
|
2016
Q3 | $92K | Sell |
2,869
-9,102
| -76% | -$304K | 0.08% | 78 |
|
|
2016
Q2 | $400K | Buy |
11,971
+10,760
| +889% | +$343K | 0.49% | 30 |
|
|
2016
Q1 | $34K | Sell |
1,211
-359
| -23% | -$10.3K | 0.05% | 52 |
|
|
2015
Q4 | $48K | Buy |
1,570
+119
| +8% | +$3.74K | 0.05% | 50 |
|
|
2015
Q3 | $43K | Sell |
1,451
-14,295
| -91% | -$458K | 0.06% | 53 |
|
|
2015
Q2 | $501K | Buy |
15,746
+10,395
| +194% | +$339K | 0.27% | 72 |
|
|
2015
Q1 | $177K | Buy |
+5,351
| New | +$170K | 0.1% | 63 |
|
|
2014
Q4 | – | Sell |
-3,553
| Closed | -$100K | – | 145 |
|
|
2014
Q3 | $100K | Buy |
3,553
+2,524
| +245% | +$70.8K | 0.06% | 64 |
|
|
2014
Q2 | $29K | Sell |
1,029
-114,539
| -99% | -$3.27M | 0.02% | 116 |
|
|
2014
Q1 | $3.52M | Buy |
+115,568
| New | +$3.45M | 2.23% | 12 |
|
Other funds holding PFE
Winch Advisory Services's PFE Position: Q2 2026 in Review
Winch Advisory Services increased its Pfizer (PFE) stake by 0.78% in Q2 2026, buying an estimated $3.5K and bringing the position to 17,345 shares worth $418K. The position accounts for 0.09% of the portfolio, ranked #82.
Winch Advisory Services first reported a position in PFE in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.52M in Q1 2014. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Winch Advisory Services held 17,345 shares of Pfizer worth $418K as of Q2 2026.
- Winch Advisory Services bought 134 Pfizer shares in Q2 2026, an estimated $3.5K.
- Pfizer made up 0.09% of Winch Advisory Services's portfolio in Q2 2026, its #82 holding.
- Winch Advisory Services first reported a position in Pfizer in Q1 2014 and has held it in 49 quarters since.
- Winch Advisory Services's Pfizer position peaked at $3.52M in Q1 2014.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.