Evanson Asset Management’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 | $384K | Buy |
13,677
+652
| +5% | +$17.4K | 0.02% | 221 |
|
|
2025
Q4 | $324K | Sell |
13,025
-147
| -1% | -$3.71K | 0.02% | 250 |
|
|
2025
Q3 | $336K | Sell |
13,172
-1,608
| -11% | -$39.7K | 0.02% | 238 |
|
|
2025
Q2 | $358K | Buy |
14,780
+3,908
| +36% | +$91.1K | 0.02% | 238 |
|
|
2025
Q1 | $276K | Sell |
10,872
-4,040
| -27% | -$106K | 0.02% | 252 |
|
|
2024
Q4 | $396K | Buy |
14,912
+518
| +4% | +$14.1K | 0.03% | 204 |
|
|
2024
Q3 | $417K | Buy |
14,394
+36
| +0.3% | +$1.05K | 0.03% | 198 |
|
|
2024
Q2 | $402K | Buy |
14,358
+150
| +1% | +$4.13K | 0.03% | 196 |
|
|
2024
Q1 | $394K | Sell |
14,208
-1,840
| -11% | -$51.1K | 0.03% | 209 |
|
|
2023
Q4 | $462K | Sell |
16,048
-2,523
| -14% | -$76.3K | 0.04% | 182 |
|
|
2023
Q3 | $616K | Sell |
18,571
-1,451
| -7% | -$51.3K | 0.06% | 138 |
|
|
2023
Q2 | $734K | Sell |
20,022
-289
| -1% | -$11.2K | 0.07% | 126 |
|
|
2023
Q1 | $829K | Sell |
20,311
-459
| -2% | -$19.8K | 0.08% | 111 |
|
|
2022
Q4 | $1.06M | Sell |
20,770
-1,759
| -8% | -$84.3K | 0.11% | 90 |
|
|
2022
Q3 | $986K | Sell |
22,529
-67
| -0.3% | -$3.26K | 0.12% | 93 |
|
|
2022
Q2 | $1.19M | Buy |
22,596
+33
| +0.1% | +$1.68K | 0.13% | 82 |
|
|
2022
Q1 | $1.17M | Buy |
22,563
+493
| +2% | +$25.6K | 0.11% | 87 |
|
|
2021
Q4 | $1.3M | Buy |
22,070
+30
| +0.1% | +$1.49K | 0.12% | 82 |
|
|
2021
Q3 | $862K | Buy |
22,040
+133
| +0.6% | +$5.89K | 0.09% | 108 |
|
|
2021
Q2 | $858K | Sell |
21,907
-4,290
| -16% | -$167K | 0.09% | 108 |
|
|
2021
Q1 | $949K | Buy |
26,197
+5,385
| +26% | +$191K | 0.14% | 91 |
|
|
2020
Q4 | $766K | Buy |
20,812
+484
| +2% | +$17.8K | 0.12% | 102 |
|
|
2020
Q3 | $708K | Sell |
20,328
-745
| -4% | -$26.1K | 0.13% | 96 |
|
|
2020
Q2 | $654K | Sell |
21,073
-202
| -0.9% | -$6.86K | 0.13% | 99 |
|
|
2020
Q1 | $659K | Buy |
21,275
+277
| +1% | +$9.44K | 0.16% | 88 |
|
|
2019
Q4 | $781K | Sell |
20,998
-2,110
| -9% | -$75.2K | 0.15% | 88 |
|
|
2019
Q3 | $788K | Buy |
23,108
+4,266
| +23% | +$155K | 0.16% | 84 |
|
|
2019
Q2 | $774K | Buy |
18,842
+629
| +3% | +$25K | 0.16% | 87 |
|
|
2019
Q1 | $734K | Sell |
18,213
-96
| -0.5% | -$3.85K | 0.15% | 86 |
|
|
2018
Q4 | $758K | Buy |
18,309
+2,697
| +17% | +$112K | 0.17% | 79 |
|
|
2018
Q3 | $653K | Sell |
15,612
-901
| -5% | -$34.7K | 0.13% | 97 |
|
|
2018
Q2 | $568K | Sell |
16,513
-524
| -3% | -$17.9K | 0.11% | 112 |
|
|
2018
Q1 | $574K | Buy |
17,037
+746
| +5% | +$25.6K | 0.12% | 115 |
|
|
2017
Q4 | $560K | Sell |
16,291
-487
| -3% | -$16.6K | 0.11% | 120 |
|
|
2017
Q3 | $568K | Buy |
16,778
+52
| +0.3% | +$1.67K | 0.12% | 115 |
|
|
2017
Q2 | $533K | Buy |
16,726
+450
| +3% | +$14.2K | 0.12% | 109 |
|
|
2017
Q1 | $528K | Buy |
16,276
+781
| +5% | +$24.6K | 0.13% | 105 |
|
|
2016
Q4 | $477K | Buy |
15,495
+1,598
| +11% | +$48.8K | 0.13% | 111 |
|
|
2016
Q3 | $447K | Sell |
13,897
-142
| -1% | -$4.75K | 0.13% | 110 |
|
|
2016
Q2 | $469K | Sell |
14,039
-332
| -2% | -$10.6K | 0.14% | 105 |
|
|
2016
Q1 | $404K | Buy |
14,371
+204
| +1% | +$5.83K | 0.14% | 116 |
|
|
2015
Q4 | $434K | Sell |
14,167
-1,763
| -11% | -$55.5K | 0.16% | 107 |
|
|
2015
Q3 | $475K | Sell |
15,930
-802
| -5% | -$25.7K | 0.18% | 102 |
|
|
2015
Q2 | $532K | Buy |
16,732
+827
| +5% | +$27K | 0.19% | 104 |
|
|
2015
Q1 | $525K | Buy |
15,905
+308
| +2% | +$9.79K | 0.19% | 101 |
|
|
2014
Q4 | $461K | Hold |
15,597
| – | – | 0.17% | 107 |
|
|
2014
Q3 | $438K | Sell |
15,597
-966
| -6% | -$27.1K | 0.18% | 105 |
|
|
2014
Q2 | $466K | Buy |
16,563
+744
| +5% | +$21.2K | 0.18% | 110 |
|
|
2014
Q1 | $482K | Hold |
15,819
| – | – | 0.21% | 102 |
|
|
2013
Q4 | $460K | Buy |
+15,819
| New | +$460K | 0.2% | 100 |
|
Other funds holding PFE
VCM
VPM
Evanson Asset Management's PFE Position: Q1 2026 in Review
Evanson Asset Management increased its Pfizer (PFE) stake by 5% in Q1 2026, buying an estimated $17.4K and bringing the position to 13,677 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #221.
Evanson Asset Management first reported a position in PFE in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.3M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Evanson Asset Management held 13,677 shares of Pfizer worth $384K as of Q1 2026.
- Evanson Asset Management bought 652 Pfizer shares in Q1 2026, an estimated $17.4K.
- Pfizer made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #221 holding.
- Evanson Asset Management first reported a position in Pfizer in Q4 2013 and has held it in 50 quarters since.
- Evanson Asset Management's Pfizer position peaked at $1.3M in Q4 2021.
- 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.