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WJ Financial Advisors’s Pfizer PFE Stock Holding History

WJ Financial Advisors’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 		$219K Sell
9,088
-2,035
-18% -$53.2K 0.16% 122
2026
Q1 		$312K Buy
11,123
+456
+4% +$12.1K 0.25% 97
2025
Q4 		$266K Sell
10,667
-1,000
-9% -$25.2K 0.24% 99
2025
Q3 		$297K Buy
+11,667
New +$288K 0.29% 85

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WJ Financial Advisors's PFE Position: Q2 2026 in Review

WJ Financial Advisors reduced its Pfizer (PFE) stake by 18% in Q2 2026, selling an estimated $53.2K and leaving 9,088 shares worth $219K. The position accounts for 0.16% of the portfolio, ranked #122.

WJ Financial Advisors first reported a position in PFE in Q3 2025 and has held it in 4 quarters since. The position peaked at $312K in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • WJ Financial Advisors held 9,088 shares of Pfizer worth $219K as of Q2 2026.
  • WJ Financial Advisors sold 2,035 Pfizer shares in Q2 2026, an estimated $53.2K.
  • Pfizer made up 0.16% of WJ Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • WJ Financial Advisors first reported a position in Pfizer in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Pfizer position peaked at $312K in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.