Convergence Investment Partners’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
$313K Sell
11,140
-395
-3% -$10.5K 0.05% 218
2025
Q4
$287K Sell
11,535
-242
-2% -$6.1K 0.06% 224
2025
Q3
$300K Buy
11,777
+477
+4% +$11.8K 0.07% 221
2025
Q2
$274K Sell
11,300
-48,188
-81% -$1.12M 0.07% 211
2025
Q1
$1.51M Sell
59,488
-47,925
-45% -$1.25M 0.42% 74
2024
Q4
$2.85M Buy
107,413
+93,533
+674% +$2.54M 0.64% 37
2024
Q3
$402K Sell
13,880
-5,254
-27% -$153K 0.11% 185
2024
Q2
$535K Buy
19,134
+6,451
+51% +$178K 0.16% 180
2024
Q1
$352K Sell
12,683
-1,663
-12% -$46.1K 0.13% 180
2023
Q4
$413K Sell
14,346
-7,781
-35% -$235K 0.22% 103
2023
Q3
$734K Buy
22,127
+4,656
+27% +$165K 0.43% 79
2023
Q2
$641K Buy
17,471
+5,414
+45% +$211K 0.37% 83
2023
Q1
$492K Sell
12,057
-206
-2% -$8.9K 0.29% 91
2022
Q4
$628K Sell
12,263
-6,673
-35% -$320K 0.37% 77
2022
Q3
$829K Sell
18,936
-49,594
-72% -$2.41M 0.54% 66
2022
Q2
$3.59M Buy
68,530
+1,743
+3% +$88.8K 2.17% 4
2022
Q1
$3.46M Buy
66,787
+2,742
+4% +$142K 1.78% 5
2021
Q4
$3.78M Sell
64,045
-2,475
-4% -$123K 1.93% 3
2021
Q3
$2.86M Buy
66,520
+4,496
+7% +$199K 1.54% 7
2021
Q2
$2.43M Buy
62,024
+12,694
+26% +$494K 1.04% 21
2021
Q1
$1.79M Sell
49,330
-7,436
-13% -$264K 0.82% 42
2020
Q4
$2.09M Sell
56,766
-23,751
-29% -$871K 1.05% 24
2020
Q3
$2.8M Buy
80,517
+65,176
+425% +$2.29M 0.98% 21
2020
Q2
$476K Sell
15,341
-57,522
-79% -$1.95M 0.16% 175
2020
Q1
$2.26M Sell
72,863
-59,801
-45% -$2.04M 0.99% 26
2019
Q4
$4.93M Buy
132,664
+32,501
+32% +$1.16M 1.4% 9
2019
Q3
$3.41M Sell
100,163
-27,491
-22% -$1,000K 0.95% 25
2019
Q2
$5.25M Sell
127,654
-66,324
-34% -$2.63M 1.27% 10
2019
Q1
$7.82M Sell
193,978
-8,958
-4% -$359K 1.71% 4
2018
Q4
$8.4M Sell
202,936
-12,709
-6% -$528K 1.93% 3
2018
Q3
$9.02M Sell
215,645
-127,191
-37% -$4.9M 1.84% 1
2018
Q2
$11.8M Buy
342,836
+24,736
+8% +$845K 1.65% 2
2018
Q1
$10.7M Buy
318,100
+172,591
+119% +$5.93M 1.4% 4
2017
Q4
$5M Sell
145,509
-7,757
-5% -$264K 0.67% 23
2017
Q3
$5.19M Sell
153,266
-126,230
-45% -$4.06M 0.74% 21
2017
Q2
$8.91M Buy
279,496
+7,127
+3% +$225K 1.3% 3
2017
Q1
$8.84M Buy
272,369
+50,346
+23% +$1.59M 1.24% 5
2016
Q4
$6.84M Sell
222,023
-106,599
-32% -$3.25M 0.94% 8
2016
Q3
$10.6M Buy
328,622
+190,239
+137% +$6.36M 1.56% 2
2016
Q2
$4.62M Sell
138,383
-2,953
-2% -$94.2K 0.64% 31
2016
Q1
$3.98M Buy
141,336
+719
+0.5% +$20.5K 0.47% 73
2015
Q4
$4.31M Sell
140,617
-194,040
-58% -$6.1M 0.48% 70
2015
Q3
$9.97M Buy
334,657
+197,223
+144% +$6.32M 1.14% 9
2015
Q2
$4.37M Buy
137,434
+4,235
+3% +$138K 0.43% 74
2015
Q1
$4.4M Buy
133,199
+9,952
+8% +$316K 0.61% 30
2014
Q4
$3.64M Sell
123,247
-114,093
-48% -$3.27M 0.49% 52
2014
Q3
$6.66M Sell
237,340
-149,997
-39% -$4.21M 0.91% 12
2014
Q2
$10.9M Buy
387,337
+24,813
+7% +$707K 1.44% 7
2014
Q1
$11M Buy
362,524
+82,768
+30% +$2.47M 1.68% 6
2013
Q4
$8.13M Buy
279,756
+14,100
+5% +$410K 1.32% 9
2013
Q3
$7.24M Buy
265,656
+63,536
+31% +$1.73M 1.53% 8
2013
Q2
$5.37M Buy
+202,120
New +$5.58M 1.39% 8

Other funds holding PFE

Convergence Investment Partners's PFE Position: Q1 2026 in Review

Convergence Investment Partners reduced its Pfizer (PFE) stake by 3.4% in Q1 2026, selling an estimated $10.5K and leaving 11,140 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #218.

Convergence Investment Partners first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.8M in Q2 2018. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Convergence Investment Partners held 11,140 shares of Pfizer worth $313K as of Q1 2026.
  • Convergence Investment Partners sold 395 Pfizer shares in Q1 2026, an estimated $10.5K.
  • Pfizer made up 0.05% of Convergence Investment Partners's portfolio in Q1 2026, its #218 holding.
  • Convergence Investment Partners first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • Convergence Investment Partners's Pfizer position peaked at $11.8M in Q2 2018.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.