Windward Capital Management’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
$1.81M Buy
75,251
+1,514
+2% +$39.6K 0.14% 57
2026
Q1
$2.07M Buy
73,737
+979
+1% +$26.1K 0.17% 57
2025
Q4
$1.81M Sell
72,758
-4,284
-6% -$108K 0.14% 57
2025
Q3
$1.96M Buy
77,042
+465
+0.6% +$11.5K 0.16% 56
2025
Q2
$1.86M Sell
76,577
-954
-1% -$22.2K 0.16% 56
2025
Q1
$1.96M Buy
77,531
+524
+0.7% +$13.7K 0.17% 57
2024
Q4
$2.04M Sell
77,007
-82
-0.1% -$2.22K 0.16% 58
2024
Q3
$2.23M Buy
77,089
+1,158
+2% +$33.8K 0.17% 58
2024
Q2
$2.13M Sell
75,931
-2,654
-3% -$73.1K 0.18% 58
2024
Q1
$2.18M Sell
78,585
-369
-0.5% -$10.2K 0.18% 61
2023
Q4
$2.27M Buy
78,954
+530
+0.7% +$16K 0.2% 60
2023
Q3
$2.6M Sell
78,424
-216
-0.3% -$7.64K 0.25% 56
2023
Q2
$2.88M Sell
78,640
-51
-0.1% -$1.99K 0.26% 56
2023
Q1
$3.21M Buy
78,691
+74
+0.1% +$3.2K 0.3% 56
2022
Q4
$4.03M Sell
78,617
-298
-0.4% -$14.3K 0.44% 45
2022
Q3
$3.45M Buy
78,915
+551
+0.7% +$26.8K 0.39% 47
2022
Q2
$4.11M Buy
78,364
+495
+0.6% +$25.2K 0.44% 45
2022
Q1
$4.03M Sell
77,869
-920
-1% -$47.7K 0.36% 48
2021
Q4
$4.65M Buy
78,789
+997
+1% +$49.4K 0.39% 45
2021
Q3
$3.35M Buy
77,792
+320
+0.4% +$14.2K 0.31% 53
2021
Q2
$3.03M Buy
77,472
+518
+0.7% +$20.1K 0.28% 58
2021
Q1
$2.79M Sell
76,954
-411,675
-84% -$14.6M 0.28% 61
2020
Q4
$18M Sell
488,629
-102,271
-17% -$3.75M 1.81% 20
2020
Q3
$20.6M Sell
590,900
-5,122
-0.9% -$180K 2.08% 19
2020
Q2
$18.5M Sell
596,022
-6,419
-1% -$218K 2.09% 19
2020
Q1
$18.7M Sell
602,441
-18,666
-3% -$636K 2.5% 15
2019
Q4
$23.1M Buy
621,107
+15,576
+3% +$555K 2.47% 17
2019
Q3
$20.6M Buy
605,531
+7,713
+1% +$280K 2.47% 17
2019
Q2
$24.6M Sell
597,818
-8,089
-1% -$321K 3.06% 8
2019
Q1
$24.4M Buy
605,907
+3,953
+0.7% +$158K 3.12% 6
2018
Q4
$24.9M Buy
601,954
+6,645
+1% +$276K 3.59% 5
2018
Q3
$24.9M Buy
595,309
+68
+0% +$2.62K 3.09% 7
2018
Q2
$20.5M Sell
595,241
-655
-0.1% -$22.4K 2.89% 10
2018
Q1
$20.1M Buy
595,896
+18,632
+3% +$641K 2.92% 10
2017
Q4
$19.8M Buy
577,264
+10,712
+2% +$365K 2.94% 10
2017
Q3
$19.2M Sell
566,552
-1,194
-0.2% -$38.4K 3.15% 9
2017
Q2
$18.1M Buy
567,746
+5,168
+0.9% +$163K 3.08% 10
2017
Q1
$18.3M Sell
562,578
-7,230
-1% -$228K 3.25% 7
2016
Q4
$17.6M Buy
569,808
+372
+0.1% +$11.4K 3.35% 7
2016
Q3
$18.3M Buy
569,436
+2,908
+0.5% +$97.2K 3.41% 7
2016
Q2
$18.9M Buy
566,528
+4,438
+0.8% +$142K 3.67% 6
2016
Q1
$15.8M Sell
562,090
-982
-0.2% -$28.1K 3.08% 8
2015
Q4
$17.2M Buy
563,072
+147,895
+36% +$4.65M 3.44% 6
2015
Q3
$12.4M Buy
415,177
+14,519
+4% +$466K 3.37% 8
2015
Q2
$12.7M Sell
400,658
-9,208
-2% -$300K 3.43% 8
2015
Q1
$13.5M Buy
409,866
+18,008
+5% +$573K 3.5% 7
2014
Q4
$11.6M Buy
391,858
+65,344
+20% +$1.87M 3.29% 8
2014
Q3
$9.16M Buy
326,514
+7,524
+2% +$211K 2.91% 11
2014
Q2
$8.98M Sell
318,990
-3,474
-1% -$99K 3.07% 10
2014
Q1
$9.83M Sell
322,464
-3,782
-1% -$113K 3.57% 7
2013
Q4
$9.48M Sell
326,246
-6,970
-2% -$203K 3.29% 9
2013
Q3
$9.08M Sell
333,216
-17,363
-5% -$472K 3.56% 7
2013
Q2
$9.32M Buy
+350,579
New +$9.69M 3.53% 8

Other funds holding PFE

Windward Capital Management's PFE Position: Q2 2026 in Review

Windward Capital Management increased its Pfizer (PFE) stake by 2.1% in Q2 2026, buying an estimated $39.6K and bringing the position to 75,251 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #57.

Windward Capital Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.9M in Q4 2018. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Windward Capital Management held 75,251 shares of Pfizer worth $1.81M as of Q2 2026.
  • Windward Capital Management bought 1,514 Pfizer shares in Q2 2026, an estimated $39.6K.
  • Pfizer made up 0.14% of Windward Capital Management's portfolio in Q2 2026, its #57 holding.
  • Windward Capital Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Windward Capital Management's Pfizer position peaked at $24.9M in Q4 2018.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Windward Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.