Evermay 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
Q1 | $266K | Buy |
9,479
+300
| +3% | +$7.99K | 0.03% | 169 |
|
|
2025
Q4 | $229K | Sell |
9,179
-750
| -8% | -$18.9K | 0.03% | 181 |
|
|
2025
Q3 | $253K | Sell |
9,929
-2,282
| -19% | -$56.3K | 0.03% | 178 |
|
|
2025
Q2 | $296K | Sell |
12,211
-1,884
| -13% | -$43.9K | 0.04% | 166 |
|
|
2025
Q1 | $357K | Buy |
14,095
+636
| +5% | +$16.6K | 0.05% | 145 |
|
|
2024
Q4 | $357K | Sell |
13,459
-5,458
| -29% | -$148K | 0.05% | 145 |
|
|
2024
Q3 | $547K | Sell |
18,917
-1,675
| -8% | -$48.9K | 0.09% | 117 |
|
|
2024
Q2 | $576K | Buy |
20,592
+5,636
| +38% | +$155K | 0.09% | 117 |
|
|
2024
Q1 | $415K | Sell |
14,956
-2,062
| -12% | -$57.2K | 0.06% | 141 |
|
|
2023
Q4 | $490K | Sell |
17,018
-1,194
| -7% | -$36.1K | 0.09% | 107 |
|
|
2023
Q3 | $604K | Hold |
18,212
| – | – | 0.12% | 84 |
|
|
2023
Q2 | $668K | Sell |
18,212
-1,695
| -9% | -$66K | 0.13% | 82 |
|
|
2023
Q1 | $812K | Sell |
19,907
-8,328
| -29% | -$360K | 0.16% | 69 |
|
|
2022
Q4 | $1.45M | Sell |
28,235
-1,670
| -6% | -$80.1K | 0.29% | 40 |
|
|
2022
Q3 | $1.31M | Buy |
29,905
+417
| +1% | +$20.3K | 0.26% | 40 |
|
|
2022
Q2 | $1.55M | Sell |
29,488
-20
| -0.1% | -$1.02K | 0.3% | 39 |
|
|
2022
Q1 | $1.53M | Sell |
29,508
-11,785
| -29% | -$611K | 0.26% | 45 |
|
|
2021
Q4 | $2.44M | Buy |
41,293
+1,899
| +5% | +$94.1K | 0.44% | 22 |
|
|
2021
Q3 | $1.69M | Sell |
39,394
-16,742
| -30% | -$742K | 0.33% | 26 |
|
|
2021
Q2 | $2.2M | Sell |
56,136
-1,016
| -2% | -$39.5K | 0.41% | 22 |
|
|
2021
Q1 | $2.07M | Sell |
57,152
-2,081
| -4% | -$73.9K | 0.41% | 24 |
|
|
2020
Q4 | $2.18M | Sell |
59,233
-2,444
| -4% | -$89.6K | 0.48% | 23 |
|
|
2020
Q3 | $2.15M | Buy |
61,677
+1,652
| +3% | +$57.9K | 0.53% | 22 |
|
|
2020
Q2 | $1.86M | Buy |
60,025
+1,950
| +3% | +$66.2K | 0.49% | 22 |
|
|
2020
Q1 | $1.8M | Sell |
58,075
-1,128
| -2% | -$38.4K | 0.55% | 19 |
|
|
2019
Q4 | $2.2M | Sell |
59,203
-5,679
| -9% | -$202K | 0.54% | 20 |
|
|
2019
Q3 | $2.21M | Buy |
64,882
+546
| +0.8% | +$19.9K | 0.6% | 18 |
|
|
2019
Q2 | $2.64M | Sell |
64,336
-3,241
| -5% | -$129K | 0.73% | 15 |
|
|
2019
Q1 | $2.72M | Buy |
67,577
+126
| +0.2% | +$5.05K | 0.77% | 14 |
|
|
2018
Q4 | $2.79M | Sell |
67,451
-479
| -0.7% | -$19.9K | 0.9% | 12 |
|
|
2018
Q3 | $2.84M | Sell |
67,930
-1,539
| -2% | -$59.2K | 0.89% | 14 |
|
|
2018
Q2 | $2.39M | Buy |
69,469
+385
| +0.6% | +$13.2K | 0.8% | 16 |
|
|
2018
Q1 | $2.33M | Buy |
69,084
+110
| +0.2% | +$3.78K | 0.8% | 16 |
|
|
2017
Q4 | $2.37M | Buy |
68,974
+17,810
| +35% | +$607K | 0.87% | 13 |
|
|
2017
Q3 | $1.73M | Sell |
51,164
-4,954
| -9% | -$159K | 0.75% | 13 |
|
|
2017
Q2 | $1.79M | Sell |
56,118
-10,219
| -15% | -$322K | 0.79% | 16 |
|
|
2017
Q1 | $2.15M | Buy |
66,337
+1,796
| +3% | +$56.6K | 0.96% | 14 |
|
|
2016
Q4 | $1.99M | Sell |
64,541
-1,216
| -2% | -$37.1K | 0.97% | 15 |
|
|
2016
Q3 | $2.11M | Buy |
65,757
+30
| +0% | +$1K | 1.06% | 13 |
|
|
2016
Q2 | $2.2M | Sell |
65,727
-1,481
| -2% | -$47.3K | 1.15% | 15 |
|
|
2016
Q1 | $1.89M | Buy |
67,208
+11,277
| +20% | +$322K | 1.06% | 16 |
|
|
2015
Q4 | $1.71M | Sell |
55,931
-2,436
| -4% | -$76.6K | 1.01% | 16 |
|
|
2015
Q3 | $1.74M | Buy |
58,367
+5,402
| +10% | +$173K | 1.04% | 14 |
|
|
2015
Q2 | $1.69M | Hold |
52,965
| – | – | 1% | 16 |
|
|
2015
Q1 | $1.75M | Sell |
52,965
-1,609
| -3% | -$51.2K | 1.03% | 16 |
|
|
2014
Q4 | $1.61M | Sell |
54,574
-798
| -1% | -$22.9K | 1.05% | 14 |
|
|
2014
Q3 | $1.55M | Sell |
55,372
-191
| -0.3% | -$5.36K | 1.33% | 11 |
|
|
2014
Q2 | $1.56M | Buy |
55,563
+19,868
| +56% | +$566K | 1.35% | 10 |
|
|
2014
Q1 | $1.09M | Buy |
+35,695
| New | +$1.06M | 1.16% | 9 |
|
Other funds holding PFE
VCM
VPM
Evermay Wealth Management's PFE Position: Q1 2026 in Review
Evermay Wealth Management increased its Pfizer (PFE) stake by 3.3% in Q1 2026, buying an estimated $7.99K and bringing the position to 9,479 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #169.
Evermay Wealth Management first reported a position in PFE in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.84M in Q3 2018. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Evermay Wealth Management held 9,479 shares of Pfizer worth $266K as of Q1 2026.
- Evermay Wealth Management bought 300 Pfizer shares in Q1 2026, an estimated $7.99K.
- Pfizer made up 0.03% of Evermay Wealth Management's portfolio in Q1 2026, its #169 holding.
- Evermay Wealth Management first reported a position in Pfizer in Q1 2014 and has held it in 49 quarters since.
- Evermay Wealth Management's Pfizer position peaked at $2.84M in Q3 2018.
- 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.