Evercore Wealth 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
Q2 | $2.25M | Sell |
93,409
-8,311
| -8% | -$217K | 0.03% | 156 |
|
|
2026
Q1 | $2.86M | Sell |
101,720
-5,317
| -5% | -$142K | 0.04% | 132 |
|
|
2025
Q4 | $2.67M | Buy |
107,037
+4,338
| +4% | +$109K | 0.04% | 142 |
|
|
2025
Q3 | $2.62M | Sell |
102,699
-16,403
| -14% | -$405K | 0.04% | 142 |
|
|
2025
Q2 | $2.89M | Sell |
119,102
-14,901
| -11% | -$348K | 0.04% | 132 |
|
|
2025
Q1 | $3.4M | Sell |
134,003
-9,733
| -7% | -$255K | 0.05% | 123 |
|
|
2024
Q4 | $3.81M | Sell |
143,736
-29,647
| -17% | -$804K | 0.06% | 121 |
|
|
2024
Q3 | $5.02M | Sell |
173,383
-23,655
| -12% | -$690K | 0.08% | 96 |
|
|
2024
Q2 | $5.51M | Sell |
197,038
-9,852
| -5% | -$271K | 0.09% | 92 |
|
|
2024
Q1 | $5.74M | Sell |
206,890
-10,464
| -5% | -$290K | 0.09% | 92 |
|
|
2023
Q4 | $6.26M | Sell |
217,354
-17,615
| -7% | -$532K | 0.1% | 84 |
|
|
2023
Q3 | $7.79M | Sell |
234,969
-12,988
| -5% | -$459K | 0.15% | 72 |
|
|
2023
Q2 | $9.1M | Sell |
247,957
-3,898
| -2% | -$152K | 0.17% | 68 |
|
|
2023
Q1 | $10.3M | Sell |
251,855
-6,662
| -3% | -$288K | 0.2% | 62 |
|
|
2022
Q4 | $13.2M | Sell |
258,517
-6,902
| -3% | -$331K | 0.28% | 58 |
|
|
2022
Q3 | $11.6M | Sell |
265,419
-3,200
| -1% | -$155K | 0.26% | 58 |
|
|
2022
Q2 | $14.1M | Sell |
268,619
-2,178
| -0.8% | -$111K | 0.3% | 57 |
|
|
2022
Q1 | $14M | Buy |
270,797
+71
| +0% | +$3.68K | 0.25% | 59 |
|
|
2021
Q4 | $16M | Sell |
270,726
-5,825
| -2% | -$289K | 0.26% | 58 |
|
|
2021
Q3 | $11.9M | Sell |
276,551
-10,281
| -4% | -$455K | 0.22% | 61 |
|
|
2021
Q2 | $11.2M | Sell |
286,832
-12,975
| -4% | -$505K | 0.21% | 62 |
|
|
2021
Q1 | $10.9M | Sell |
299,807
-40,870
| -12% | -$1.45M | 0.22% | 63 |
|
|
2020
Q4 | $12.5M | Buy |
340,677
+378
| +0.1% | +$13.9K | 0.27% | 54 |
|
|
2020
Q3 | $11.8M | Buy |
340,299
+1,084
| +0.3% | +$38K | 0.29% | 53 |
|
|
2020
Q2 | $10.5M | Sell |
339,215
-15,940
| -4% | -$542K | 0.28% | 57 |
|
|
2020
Q1 | $11M | Sell |
355,155
-3,430
| -1% | -$117K | 0.36% | 51 |
|
|
2019
Q4 | $13.3M | Sell |
358,585
-16,468
| -4% | -$587K | 0.36% | 52 |
|
|
2019
Q3 | $12.8M | Sell |
375,053
-8,482
| -2% | -$308K | 0.38% | 55 |
|
|
2019
Q2 | $15.8M | Buy |
383,535
+14,826
| +4% | +$589K | 0.48% | 49 |
|
|
2019
Q1 | $14.9M | Buy |
368,709
+19,645
| +6% | +$787K | 0.48% | 50 |
|
|
2018
Q4 | $14.5M | Sell |
349,064
-11,656
| -3% | -$484K | 0.55% | 47 |
|
|
2018
Q3 | $15.1M | Sell |
360,720
-21,255
| -6% | -$818K | 0.48% | 52 |
|
|
2018
Q2 | $13.1M | Buy |
381,975
+188,256
| +97% | +$6.43M | 0.45% | 53 |
|
|
2018
Q1 | $6.52M | Sell |
193,719
-13,654
| -7% | -$469K | 0.25% | 73 |
|
|
2017
Q4 | $7.13M | Sell |
207,373
-3,250
| -2% | -$111K | 0.27% | 67 |
|
|
2017
Q3 | $7.13M | Sell |
210,623
-3,048
| -1% | -$98K | 0.28% | 70 |
|
|
2017
Q2 | $6.81M | Sell |
213,671
-12,346
| -5% | -$389K | 0.26% | 74 |
|
|
2017
Q1 | $7.34M | Sell |
226,017
-9,041
| -4% | -$285K | 0.29% | 72 |
|
|
2016
Q4 | $7.24M | Sell |
235,058
-11,723
| -5% | -$358K | 0.3% | 73 |
|
|
2016
Q3 | $7.93M | Buy |
246,781
+5,227
| +2% | +$175K | 0.33% | 64 |
|
|
2016
Q2 | $8.07M | Sell |
241,554
-4,788
| -2% | -$153K | 0.36% | 59 |
|
|
2016
Q1 | $6.93M | Buy |
246,342
+181
| +0.1% | +$5.17K | 0.31% | 64 |
|
|
2015
Q4 | $7.54M | Buy |
246,161
+7,044
| +3% | +$222K | 0.35% | 65 |
|
|
2015
Q3 | $7.12M | Buy |
239,117
+14,843
| +7% | +$476K | 0.34% | 68 |
|
|
2015
Q2 | $7.13M | Sell |
224,274
-21,068
| -9% | -$687K | 0.32% | 71 |
|
|
2015
Q1 | $8.1M | Sell |
245,342
-1,049
| -0.4% | -$33.4K | 0.37% | 68 |
|
|
2014
Q4 | $7.27M | Sell |
246,391
-3,882
| -2% | -$111K | 0.36% | 67 |
|
|
2014
Q3 | $7.03M | Sell |
250,273
-6,111
| -2% | -$172K | 0.35% | 75 |
|
|
2014
Q2 | $7.22M | Buy |
256,384
+37,480
| +17% | +$1.07M | 0.37% | 73 |
|
|
2014
Q1 | $6.68M | Buy |
218,904
+12,434
| +6% | +$371K | 0.37% | 72 |
|
|
2013
Q4 | $6M | Sell |
206,470
-28,470
| -12% | -$829K | 0.33% | 84 |
|
|
2013
Q3 | $6.39M | Buy |
234,940
+2,242
| +1% | +$61K | 0.37% | 82 |
|
|
2013
Q2 | $6.18M | Buy |
+232,698
| New | +$6.43M | 0.35% | 79 |
|
Other funds holding PFE
Evercore Wealth Management's PFE Position: Q2 2026 in Review
Evercore Wealth Management reduced its Pfizer (PFE) stake by 8.2% in Q2 2026, selling an estimated $217K and leaving 93,409 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #156.
Evercore Wealth Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $16M in Q4 2021. 2,824 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Evercore Wealth Management held 93,409 shares of Pfizer worth $2.25M as of Q2 2026.
- Evercore Wealth Management sold 8,311 Pfizer shares in Q2 2026, an estimated $217K.
- Pfizer made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #156 holding.
- Evercore Wealth Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's Pfizer position peaked at $16M in Q4 2021.
- 2,824 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.