Evergreen Capital 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 | $12.2M | Sell |
506,065
-6,670
| -1% | -$174K | 0.21% | 103 |
|
|
2026
Q1 | $14.4M | Buy |
512,735
+2,776
| +0.5% | +$73.9K | 0.31% | 77 |
|
|
2025
Q4 | $12.7M | Sell |
509,959
-25,323
| -5% | -$639K | 0.28% | 86 |
|
|
2025
Q3 | $13.6M | Buy |
535,282
+54,328
| +11% | +$1.34M | 0.32% | 76 |
|
|
2025
Q2 | $11.7M | Buy |
480,954
+63,611
| +15% | +$1.48M | 0.35% | 80 |
|
|
2025
Q1 | $10.6M | Sell |
417,343
-69,359
| -14% | -$1.81M | 0.36% | 76 |
|
|
2024
Q4 | $12.9M | Buy |
486,702
+163,439
| +51% | +$4.43M | 0.42% | 62 |
|
|
2024
Q3 | $9.36M | Buy |
323,263
+36,316
| +13% | +$1.06M | 0.31% | 89 |
|
|
2024
Q2 | $8.03M | Buy |
286,947
+48,903
| +21% | +$1.35M | 0.29% | 98 |
|
|
2024
Q1 | $6.61M | Sell |
238,044
-2,589
| -1% | -$71.8K | 0.25% | 108 |
|
|
2023
Q4 | $6.93M | Sell |
240,633
-29,575
| -11% | -$894K | 0.28% | 101 |
|
|
2023
Q3 | $8.96M | Sell |
270,208
-7,553
| -3% | -$267K | 0.39% | 72 |
|
|
2023
Q2 | $10.2M | Buy |
277,761
+11,568
| +4% | +$450K | 0.43% | 65 |
|
|
2023
Q1 | $10.9M | Buy |
266,193
+83,462
| +46% | +$3.6M | 0.49% | 51 |
|
|
2022
Q4 | $9.36M | Buy |
182,731
+3,023
| +2% | +$145K | 0.44% | 67 |
|
|
2022
Q3 | $7.86M | Sell |
179,708
-28,877
| -14% | -$1.4M | 0.41% | 68 |
|
|
2022
Q2 | $10.9M | Sell |
208,585
-71,481
| -26% | -$3.64M | 0.57% | 51 |
|
|
2022
Q1 | $14.5M | Sell |
280,066
-3,077
| -1% | -$160K | 0.59% | 43 |
|
|
2021
Q4 | $16.7M | Buy |
283,143
+4,073
| +1% | +$202K | 0.67% | 31 |
|
|
2021
Q3 | $12M | Buy |
279,070
+20,896
| +8% | +$926K | 0.54% | 46 |
|
|
2021
Q2 | $10.1M | Buy |
258,174
+13,718
| +6% | +$533K | 0.48% | 47 |
|
|
2021
Q1 | $8.86M | Buy |
244,456
+19,789
| +9% | +$703K | 0.45% | 59 |
|
|
2020
Q4 | $8.27M | Buy |
224,667
+10,456
| +5% | +$384K | 0.48% | 55 |
|
|
2020
Q3 | $7.46M | Buy |
214,211
+1,848
| +0.9% | +$64.8K | 0.52% | 50 |
|
|
2020
Q2 | $6.59M | Buy |
212,363
+87,094
| +70% | +$2.96M | 0.5% | 51 |
|
|
2020
Q1 | $3.88M | Buy |
125,269
+58,872
| +89% | +$2.01M | 0.36% | 69 |
|
|
2019
Q4 | $2.47M | Buy |
66,397
+15,339
| +30% | +$546K | 0.21% | 104 |
|
|
2019
Q3 | $1.74M | Sell |
51,058
-1,832
| -3% | -$66.6K | 0.16% | 126 |
|
|
2019
Q2 | $2.17M | Buy |
52,890
+754
| +1% | +$29.9K | 0.21% | 106 |
|
|
2019
Q1 | $2.1M | Buy |
52,136
+2,185
| +4% | +$87.5K | 0.21% | 109 |
|
|
2018
Q4 | $2.07M | Sell |
49,951
-21,656
| -30% | -$899K | 0.22% | 106 |
|
|
2018
Q3 | $2.99M | Sell |
71,607
-6,909
| -9% | -$266K | 0.27% | 87 |
|
|
2018
Q2 | $2.7M | Sell |
78,516
-2,695
| -3% | -$92.1K | 0.25% | 84 |
|
|
2018
Q1 | $2.73M | Buy |
81,211
+360
| +0.4% | +$12.4K | 0.26% | 93 |
|
|
2017
Q4 | $2.78M | Sell |
80,851
-16,076
| -17% | -$548K | 0.28% | 85 |
|
|
2017
Q3 | $3.28M | Buy |
96,927
+1,971
| +2% | +$63.3K | 0.38% | 72 |
|
|
2017
Q2 | $3.03M | Buy |
94,956
+58,780
| +162% | +$1.85M | 0.49% | 62 |
|
|
2017
Q1 | $1.17M | Sell |
36,176
-2,056
| -5% | -$64.8K | 0.24% | 74 |
|
|
2016
Q4 | $1.18M | Sell |
38,232
-942
| -2% | -$28.8K | 0.23% | 78 |
|
|
2016
Q3 | $1.26M | Buy |
39,174
+311
| +0.8% | +$10.4K | 0.25% | 69 |
|
|
2016
Q2 | $1.3M | Sell |
38,863
-77
| -0.2% | -$2.46K | 0.28% | 66 |
|
|
2016
Q1 | $1.09M | Sell |
38,940
-1,132
| -3% | -$32.3K | 0.25% | 67 |
|
|
2015
Q4 | $1.23M | Sell |
40,072
-140,846
| -78% | -$4.43M | 0.29% | 67 |
|
|
2015
Q3 | $5.39M | Buy |
180,918
+2,833
| +2% | +$90.8K | 1.4% | 22 |
|
|
2015
Q2 | $5.67M | Sell |
178,085
-54,897
| -24% | -$1.79M | 1.39% | 24 |
|
|
2015
Q1 | $7.69M | Sell |
232,982
-3,210
| -1% | -$102K | 1.69% | 18 |
|
|
2014
Q4 | $6.63M | Sell |
236,192
-464
| -0.2% | -$13.3K | 1.3% | 22 |
|
|
2014
Q3 | $6.64M | Buy |
236,656
+4,127
| +2% | +$116K | 1.29% | 22 |
|
|
2014
Q2 | $6.55M | Buy |
232,529
+1,808
| +0.8% | +$51.5K | 1.29% | 24 |
|
|
2014
Q1 | $7.03M | Buy |
230,721
+1,851
| +0.8% | +$55.2K | 1.41% | 21 |
|
|
2013
Q4 | $6.65M | Sell |
228,870
-56,212
| -20% | -$1.64M | 1.2% | 27 |
|
|
2013
Q3 | $7.77M | Buy |
285,082
+2,845
| +1% | +$77.4K | 1.25% | 24 |
|
|
2013
Q2 | $7.5M | Buy |
+282,237
| New | +$7.8M | 1.15% | 30 |
|
Other funds holding PFE
Evergreen Capital Management's PFE Position: Q2 2026 in Review
Evergreen Capital Management reduced its Pfizer (PFE) stake by 1.3% in Q2 2026, selling an estimated $174K and leaving 506,065 shares worth $12.2M. The position accounts for 0.21% of the portfolio, ranked #103.
Evergreen Capital Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.7M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Evergreen Capital Management held 506,065 shares of Pfizer worth $12.2M as of Q2 2026.
- Evergreen Capital Management sold 6,670 Pfizer shares in Q2 2026, an estimated $174K.
- Pfizer made up 0.21% of Evergreen Capital Management's portfolio in Q2 2026, its #103 holding.
- Evergreen Capital Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- Evergreen Capital Management's Pfizer position peaked at $16.7M in Q4 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.