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WP Advisors’s Pfizer PFE Stock Holding History

WP 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
Q1 		$14.3M Sell
509,121
-17,222
-3% -$459K 3.7% 8
2025
Q4 		$13.1M Sell
526,343
-5,001
-0.9% -$126K 3.26% 8
2025
Q3 		$13.5M Buy
531,344
+2,539
+0.5% +$62.7K 3.44% 7
2025
Q2 		$12.8M Buy
528,805
+12,259
+2% +$286K 3.52% 8
2025
Q1 		$13.1M Sell
516,546
-4,308
-0.8% -$113K 4.36% 5
2024
Q4 		$13.8M Buy
520,854
+442,360
+564% +$12M 4.6% 5
2024
Q3 		$2.27M Sell
78,494
-2,800
-3% -$81.7K 0.83% 29
2024
Q2 		$2.27M Buy
81,294
+16,053
+25% +$442K 0.73% 30
2024
Q1 		$1.81M Buy
65,241
+22,844
+54% +$634K 0.59% 37
2023
Q4 		$1.22M Buy
42,397
+22,510
+113% +$680K 0.45% 45
2023
Q3 		$660K Buy
19,887
+735
+4% +$26K 0.27% 62
2023
Q2 		$702K Sell
19,152
-5,681
-23% -$221K 0.28% 59
2023
Q1 		$1.01M Sell
24,833
-5,427
-18% -$234K 0.42% 48
2022
Q4 		$1.55M Sell
30,260
-183
-0.6% -$8.77K 0.69% 33
2022
Q3 		$1.33M Buy
30,443
+259
+0.9% +$12.6K 0.6% 37
2022
Q2 		$1.58M Sell
30,184
-1,789
-6% -$91.2K 0.69% 35
2022
Q1 		$1.66M Sell
31,973
-2,387
-7% -$124K 0.68% 34
2021
Q4 		$2.03M Buy
34,360
+5,967
+21% +$296K 0.85% 28
2021
Q3 		$1.22M Buy
28,393
+723
+3% +$32K 0.5% 42
2021
Q2 		$1.08M Buy
27,670
+2,349
+9% +$91.3K 0.45% 42
2021
Q1 		$917K Buy
+25,321
New +$899K 0.4% 42
2019
Q3 		– Sell
-5,892
Closed -$242K – 61
2019
Q2 		$242K Buy
5,892
+33
+0.6% +$1.31K 0.27% 53
2019
Q1 		$2.36K Sell
5,859
-641
-10% -$25.7K 0.26% 53
2018
Q4 		$269K Sell
6,500
-136
-2% -$5.65K 0.27% 45
2018
Q3 		$277K Sell
6,636
-293
-4% -$11.3K 0.26% 46
2018
Q2 		$239K Buy
6,929
+17
+0.2% +$581 0.23% 50
2018
Q1 		$233K Buy
+6,912
New +$238K 0.25% 50

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

WP Advisors's PFE Position: Q1 2026 in Review

WP Advisors reduced its Pfizer (PFE) stake by 3.3% in Q1 2026, selling an estimated $459K and leaving 509,121 shares worth $14.3M. The position accounts for 3.7% of the portfolio, ranked #8.

WP Advisors first reported a position in PFE in Q1 2018 and has held it in 27 quarters since. 2,935 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • WP Advisors held 509,121 shares of Pfizer worth $14.3M as of Q1 2026.
  • WP Advisors sold 17,222 Pfizer shares in Q1 2026, an estimated $459K.
  • Pfizer made up 3.7% of WP Advisors's portfolio in Q1 2026, its #8 holding.
  • WP Advisors first reported a position in Pfizer in Q1 2018 and has held it in 27 quarters since.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.