WoodTrust Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Buy |
404,538
+9,032
| +2% | +$240K | 1.47% | 20 |
|
|
2025
Q4 | $9.85M | Sell |
395,506
-16,357
| -4% | -$412K | 1.15% | 25 |
|
|
2025
Q3 | $10.5M | Buy |
411,863
+8,746
| +2% | +$216K | 1.25% | 26 |
|
|
2025
Q2 | $9.77M | Buy |
403,117
+276,194
| +218% | +$6.44M | 1.24% | 25 |
|
|
2025
Q1 | $3.22M | Sell |
126,923
-149,391
| -54% | -$3.91M | 0.45% | 42 |
|
|
2024
Q4 | $7.33M | Sell |
276,314
-49,056
| -15% | -$1.33M | 1.03% | 27 |
|
|
2024
Q3 | $9.42M | Buy |
325,370
+37,078
| +13% | +$1.08M | 1.34% | 23 |
|
|
2024
Q2 | $8.07M | Buy |
288,292
+19,190
| +7% | +$528K | 1.25% | 25 |
|
|
2024
Q1 | $7.47K | Buy |
269,102
+87,287
| +48% | +$2.42M | 1.18% | 26 |
|
|
2023
Q4 | $5.23M | Sell |
181,815
-39,534
| -18% | -$1.2M | 0.89% | 35 |
|
|
2023
Q3 | $7.34M | Sell |
221,349
-3,290
| -1% | -$116K | 1.4% | 22 |
|
|
2023
Q2 | $8.24M | Buy |
224,639
+7,394
| +3% | +$288K | 1.53% | 19 |
|
|
2023
Q1 | $8.86M | Buy |
217,245
+8,842
| +4% | +$382K | 1.72% | 19 |
|
|
2022
Q4 | $10.7M | Buy |
208,403
+2,020
| +1% | +$96.8K | 2.21% | 13 |
|
|
2022
Q3 | $9.03M | Buy |
206,383
+7,418
| +4% | +$360K | 2.03% | 17 |
|
|
2022
Q2 | $10.4M | Buy |
198,965
+21,758
| +12% | +$1.11M | 2.34% | 12 |
|
|
2022
Q1 | $9.17M | Buy |
177,207
+2,159
| +1% | +$112K | 1.86% | 17 |
|
|
2021
Q4 | $10.3M | Buy |
175,048
+5,392
| +3% | +$267K | 2.14% | 13 |
|
|
2021
Q3 | $7.3M | Buy |
169,656
+11,532
| +7% | +$511K | 1.71% | 21 |
|
|
2021
Q2 | $6.19M | Buy |
158,124
+53,874
| +52% | +$2.1M | 1.63% | 23 |
|
|
2021
Q1 | $3.78M | Buy |
+104,250
| New | +$3.7M | 1.11% | 34 |
|
|
2020
Q4 | – | Sell |
-5,882
| Closed | -$205K | – | 110 |
|
|
2020
Q3 | $205K | Buy |
+5,882
| New | +$206K | 0.07% | 100 |
|
|
2020
Q1 | – | Sell |
-7,207
| Closed | -$268K | – | 76 |
|
|
2019
Q4 | $268K | Sell |
7,207
-202
| -3% | -$7.2K | 0.11% | 66 |
|
|
2019
Q3 | $253K | Buy |
7,409
+163
| +2% | +$5.93K | 0.11% | 64 |
|
|
2019
Q2 | $298K | Sell |
7,246
-263
| -4% | -$10.4K | 0.13% | 65 |
|
|
2019
Q1 | $303K | Sell |
7,509
-15,802
| -68% | -$633K | 0.14% | 62 |
|
|
2018
Q4 | $965K | Sell |
23,311
-66,108
| -74% | -$2.74M | 0.55% | 44 |
|
|
2018
Q3 | $3.74M | Buy |
89,419
+818
| +0.9% | +$31.5K | 1.81% | 18 |
|
|
2018
Q2 | $3.05M | Buy |
88,601
+2,633
| +3% | +$90K | 1.6% | 17 |
|
|
2018
Q1 | $2.9M | Buy |
85,968
+1,263
| +1% | +$43.4K | 1.55% | 20 |
|
|
2017
Q4 | $2.91M | Buy |
+84,705
| New | +$2.89M | 1.55% | 19 |
|
Other funds holding PFE
VCM
VPM
WoodTrust Financial's PFE Position: Q1 2026 in Review
WoodTrust Financial increased its Pfizer (PFE) stake by 2.3% in Q1 2026, buying an estimated $240K and bringing the position to 404,538 shares worth $11.4M. The position accounts for 1.47% of the portfolio, ranked #20.
WoodTrust Financial first reported a position in PFE in Q4 2017 and has held it in 31 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- WoodTrust Financial held 404,538 shares of Pfizer worth $11.4M as of Q1 2026.
- WoodTrust Financial bought 9,032 Pfizer shares in Q1 2026, an estimated $240K.
- Pfizer made up 1.47% of WoodTrust Financial's portfolio in Q1 2026, its #20 holding.
- WoodTrust Financial first reported a position in Pfizer in Q4 2017 and has held it in 31 quarters since.
- 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.