Greenleaf Trust’s Pfizer PFE Stock Holding History

Greenleaf Trust’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.78M	Buy	241,278 +12,470	+5%	+$332K	0.07%	83
2025 Q4	$5.7M	Buy	228,808 +482	+0.2%	+$12.2K	0.05%	98
2025 Q3	$5.82M	Buy	228,326 +3,498	+2%	+$86.3K	0.05%	88
2025 Q2	$5.45M	Sell	224,828 -27,921	-11%	-$651K	0.05%	95
2025 Q1	$6.4M	Buy	252,749 +16,267	+7%	+$426K	0.06%	85
2024 Q4	$6.27M	Sell	236,482 -60,783	-20%	-$1.65M	0.06%	92
2024 Q3	$8.6M	Buy	297,265 +11,935	+4%	+$348K	0.08%	74
2024 Q2	$7.98M	Buy	285,330 +29,648	+12%	+$816K	0.08%	75
2024 Q1	$7.1M	Sell	255,682 -10,608	-4%	-$294K	0.07%	82
2023 Q4	$7.67M	Sell	266,290 -41,316	-13%	-$1.25M	0.08%	77
2023 Q3	$10.2M	Sell	307,606 -13,181	-4%	-$466K	0.12%	52
2023 Q2	$11.8M	Buy	320,787 +1,564	+0.5%	+$60.9K	0.13%	48
2023 Q1	$13M	Buy	319,223 +3,710	+1%	+$160K	0.15%	46
2022 Q4	$16.2M	Buy	315,513 +15,103	+5%	+$724K	0.2%	32
2022 Q3	$13.1M	Buy	300,410 +3,902	+1%	+$190K	0.19%	40
2022 Q2	$15.5M	Buy	296,508 +29,755	+11%	+$1.52M	0.24%	31
2022 Q1	$13.8M	Buy	266,753 +1,989	+0.8%	+$103K	0.16%	36
2021 Q4	$15.6M	Buy	264,764 +9,625	+4%	+$477K	0.18%	38
2021 Q3	$11M	Sell	255,139 -17,791	-7%	-$788K	0.13%	39
2021 Q2	$10.7M	Buy	272,930 +17,021	+7%	+$662K	0.13%	40
2021 Q1	$9.27M	Sell	255,909 -1,607	-0.6%	-$57.1K	0.12%	45
2020 Q4	$9.48M	Buy	257,516 +6,240	+2%	+$229K	0.13%	40
2020 Q3	$8.75M	Buy	251,276 +5,254	+2%	+$184K	0.14%	40
2020 Q2	$7.63M	Buy	246,022 +13,766	+6%	+$468K	0.13%	42
2020 Q1	$7.19M	Sell	232,256 -14,385	-6%	-$490K	0.14%	36
2019 Q4	$9.17M	Sell	246,641 -2,758	-1%	-$98.2K	0.14%	37
2019 Q3	$8.5M	Sell	249,399 -17,223	-6%	-$626K	0.13%	38
2019 Q2	$11M	Buy	266,622 +1,781	+0.7%	+$70.7K	0.17%	30
2019 Q1	$10.7M	Sell	264,841 -9,674	-4%	-$387K	0.18%	29
2018 Q4	$11.4M	Buy	274,515 +10,050	+4%	+$417K	0.22%	18
2018 Q3	$11.1M	Buy	264,465 +26,086	+11%	+$1M	0.2%	23
2018 Q2	$8.21M	Buy	238,379 +15,439	+7%	+$528K	0.16%	34
2018 Q1	$7.51M	Buy	222,940 +2,833	+1%	+$97.4K	0.15%	34
2017 Q4	$7.56M	Buy	220,107 +6,505	+3%	+$222K	0.15%	39
2017 Q3	$7.24M	Buy	213,602 +9,635	+5%	+$310K	0.16%	37
2017 Q2	$6.5M	Sell	203,967 -1,916	-0.9%	-$60.4K	0.15%	40
2017 Q1	$6.68M	Buy	205,883 +13,114	+7%	+$413K	0.16%	39
2016 Q4	$5.94M	Sell	192,769 -16,197	-8%	-$494K	0.16%	47
2016 Q3	$6.71M	Buy	208,966 +15,297	+8%	+$511K	0.18%	42
2016 Q2	$6.47M	Sell	193,669 -7,429	-4%	-$237K	0.17%	44
2016 Q1	$5.66M	Sell	201,098 -6,188	-3%	-$177K	0.15%	48
2015 Q4	$6.35M	Buy	207,286 +70	+0%	+$2.2K	0.19%	41
2015 Q3	$6.17M	Sell	207,216 -8,158	-4%	-$262K	0.18%	33
2015 Q2	$6.85M	Sell	215,374 -8,226	-4%	-$268K	0.2%	33
2015 Q1	$7.38M	Buy	223,600 +4,676	+2%	+$149K	0.22%	33
2014 Q4	$6.47M	Sell	218,924 -21,594	-9%	-$619K	0.19%	36
2014 Q3	$6.75M	Sell	240,518 -38,491	-14%	-$1.08M	0.22%	34
2014 Q2	$7.86M	Sell	279,009 -25,549	-8%	-$728K	0.25%	31
2014 Q1	$9.28M	Sell	304,558 -41,338	-12%	-$1.23M	0.3%	34
2013 Q4	$10.1M	Sell	345,896 -40,566	-10%	-$1.18M	0.35%	31
2013 Q3	$10.5M	Sell	386,462 -21,079	-5%	-$574K	0.4%	27
2013 Q2	$10.8M	Buy	+407,541	New	+$11.3M	0.42%	21

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Greenleaf Trust's PFE Position: Q1 2026 in Review

Greenleaf Trust increased its Pfizer (PFE) stake by 5.4% in Q1 2026, buying an estimated $332K and bringing the position to 241,278 shares worth $6.78M. The position accounts for 0.07% of the portfolio, ranked #83.

Greenleaf Trust first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.2M in Q4 2022. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Greenleaf Trust held 241,278 shares of Pfizer worth $6.78M as of Q1 2026.
Greenleaf Trust bought 12,470 Pfizer shares in Q1 2026, an estimated $332K.
Pfizer made up 0.07% of Greenleaf Trust's portfolio in Q1 2026, its #83 holding.
Greenleaf Trust first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
Greenleaf Trust's Pfizer position peaked at $16.2M in Q4 2022.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.