World Investment Advisors’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
$8.93M Sell
321,367
-37,596
-10% -$983K 0.15% 154
2026
Q1
$10.1M Sell
358,963
-38,989
-10% -$1.04M 0.16% 143
2025
Q4
$9.91M Buy
397,952
+40,239
+11% +$1.01M 0.16% 149
2025
Q3
$9.11M Buy
357,713
+22,908
+7% +$565K 0.19% 124
2025
Q2
$8.12M Buy
334,805
+181,370
+118% +$4.23M 0.18% 128
2025
Q1
$3.89M Buy
153,435
+19,057
+14% +$499K 0.1% 239
2024
Q4
$3.57M Buy
134,378
+7,113
+6% +$193K 0.1% 238
2024
Q3
$3.68M Buy
127,265
+48,281
+61% +$1.41M 0.12% 201
2024
Q2
$2.21M Buy
+78,984
New +$2.17M 0.14% 155
2024
Q1
Sell
-9,030
Closed -$260K 452
2023
Q4
$260K Buy
+9,030
New +$273K 0.03% 328
2019
Q1
Sell
-11,853
Closed -$471K 148
2018
Q4
$471K Buy
+11,853
New +$492K 0.21% 73

Other funds holding PFE

World Investment Advisors's PFE Position: Q2 2026 in Review

World Investment Advisors reduced its Pfizer (PFE) stake by 10% in Q2 2026, selling an estimated $983K and leaving 321,367 shares worth $8.93M. The position accounts for 0.15% of the portfolio, ranked #154.

World Investment Advisors first reported a position in PFE in Q4 2018 and has held it in 11 quarters since. The position peaked at $10.1M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • World Investment Advisors held 321,367 shares of Pfizer worth $8.93M as of Q2 2026.
  • World Investment Advisors sold 37,596 Pfizer shares in Q2 2026, an estimated $983K.
  • Pfizer made up 0.15% of World Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • World Investment Advisors first reported a position in Pfizer in Q4 2018 and has held it in 11 quarters since.
  • World Investment Advisors's Pfizer position peaked at $10.1M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.