Edgemoor 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
Q1
$7.94M Buy
282,832
+14,902
+6% +$397K 0.62% 40
2025
Q4
$6.67M Buy
267,930
+13,529
+5% +$341K 0.52% 42
2025
Q3
$6.48M Buy
254,401
+17,832
+8% +$440K 0.5% 45
2025
Q2
$5.73M Buy
236,569
+22,996
+11% +$536K 0.5% 48
2025
Q1
$5.41M Buy
213,573
+194,853
+1,041% +$5.1M 0.5% 48
2024
Q4
$497K Hold
18,720
0.04% 119
2024
Q3
$542K Hold
18,720
0.05% 113
2024
Q2
$524K Sell
18,720
-2,297
-11% -$63.2K 0.05% 110
2024
Q1
$583K Buy
21,017
+158
+0.8% +$4.38K 0.06% 106
2023
Q4
$601K Sell
20,859
-822
-4% -$24.8K 0.06% 106
2023
Q3
$719K Hold
21,681
0.09% 95
2023
Q2
$795K Sell
21,681
-308
-1% -$12K 0.09% 93
2023
Q1
$897K Sell
21,989
-5,022
-19% -$217K 0.11% 87
2022
Q4
$1.38M Buy
27,011
+3,065
+13% +$147K 0.17% 80
2022
Q3
$1.05M Sell
23,946
-3,857
-14% -$187K 0.14% 81
2022
Q2
$1.46M Buy
27,803
+195
+0.7% +$9.94K 0.18% 79
2022
Q1
$1.43M Buy
27,608
+822
+3% +$42.6K 0.15% 77
2021
Q4
$1.58M Hold
26,786
0.16% 71
2021
Q3
$1.15M Sell
26,786
-8,325
-24% -$369K 0.13% 72
2021
Q2
$1.38M Buy
35,111
+1,380
+4% +$53.7K 0.13% 71
2021
Q1
$1.22M Buy
33,731
+2,828
+9% +$100K 0.12% 70
2020
Q4
$1.14M Sell
30,903
-4,193
-12% -$154K 0.13% 70
2020
Q3
$1.22M Buy
35,096
+21,222
+153% +$744K 0.15% 69
2020
Q2
$430K Hold
13,874
0.06% 88
2020
Q1
$430K Hold
13,874
0.07% 85
2019
Q4
$516K Hold
13,874
0.06% 95
2019
Q3
$473K Sell
13,874
-7,062
-34% -$257K 0.06% 98
2019
Q2
$860K Hold
20,936
0.11% 84
2019
Q1
$844K Buy
20,936
+94
+0.5% +$3.77K 0.11% 82
2018
Q4
$863K Buy
20,842
+649
+3% +$26.9K 0.13% 82
2018
Q3
$844K Sell
20,193
-316
-2% -$12.2K 0.1% 84
2018
Q2
$706K Sell
20,509
-579
-3% -$19.8K 0.09% 88
2018
Q1
$710K Sell
21,088
-5,531
-21% -$190K 0.09% 90
2017
Q4
$924K Sell
26,619
-772
-3% -$26.3K 0.12% 81
2017
Q3
$928K Hold
27,391
0.13% 88
2017
Q2
$873K Hold
27,391
0.12% 88
2017
Q1
$889K Sell
27,391
-6,176
-18% -$195K 0.13% 83
2016
Q4
$1.03M Buy
33,567
+7,313
+28% +$223K 0.16% 75
2016
Q3
$844K Hold
26,254
0.13% 79
2016
Q2
$877K Sell
26,254
-527
-2% -$16.8K 0.14% 80
2016
Q1
$753K Buy
26,781
+601
+2% +$17.2K 0.12% 85
2015
Q4
$802K Sell
26,180
-264
-1% -$8.3K 0.12% 94
2015
Q3
$788K Buy
26,444
+415
+2% +$13.3K 0.12% 97
2015
Q2
$828K Sell
26,029
-9,167
-26% -$299K 0.12% 93
2015
Q1
$1.16M Sell
35,196
-1,351
-4% -$43K 0.16% 80
2014
Q4
$1.08M Sell
36,547
-1,054
-3% -$30.2K 0.16% 78
2014
Q3
$1.05M Buy
37,601
+2,278
+6% +$63.9K 0.15% 84
2014
Q2
$995K Sell
35,323
-419,272
-92% -$12M 0.15% 87
2014
Q1
$13.9M Sell
454,595
-896
-0.2% -$26.7K 2.19% 10
2013
Q4
$13.2M Sell
455,491
-3,659
-0.8% -$106K 2.1% 13
2013
Q3
$12.5M Sell
459,150
-3,204
-0.7% -$87.2K 2.18% 11
2013
Q2
$12.3M Buy
+462,354
New +$12.8M 2.18% 13

Other funds holding PFE

Edgemoor Investment Advisors's PFE Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its Pfizer (PFE) stake by 5.6% in Q1 2026, buying an estimated $397K and bringing the position to 282,832 shares worth $7.94M. The position accounts for 0.62% of the portfolio, ranked #40.

Edgemoor Investment Advisors first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.9M in Q1 2014. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Edgemoor Investment Advisors held 282,832 shares of Pfizer worth $7.94M as of Q1 2026.
  • Edgemoor Investment Advisors bought 14,902 Pfizer shares in Q1 2026, an estimated $397K.
  • Pfizer made up 0.62% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • Edgemoor Investment Advisors first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • Edgemoor Investment Advisors's Pfizer position peaked at $13.9M in Q1 2014.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.