WP 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 | $11.5M | Sell |
477,354
-31,767
| -6% | -$831K | 2.78% | 9 |
|
|
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 | $236K | 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
WP Advisors's PFE Position: Q2 2026 in Review
WP Advisors reduced its Pfizer (PFE) stake by 6.2% in Q2 2026, selling an estimated $831K and leaving 477,354 shares worth $11.5M. The position accounts for 2.78% of the portfolio, ranked #9.
WP Advisors first reported a position in PFE in Q1 2018 and has held it in 28 quarters since. The position peaked at $14.3M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- WP Advisors held 477,354 shares of Pfizer worth $11.5M as of Q2 2026.
- WP Advisors sold 31,767 Pfizer shares in Q2 2026, an estimated $831K.
- Pfizer made up 2.78% of WP Advisors's portfolio in Q2 2026, its #9 holding.
- WP Advisors first reported a position in Pfizer in Q1 2018 and has held it in 28 quarters since.
- WP Advisors's Pfizer position peaked at $14.3M in Q1 2026.
- 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.