Marathon 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 | $385K | Sell |
15,998
-347
| -2% | -$9.08K | 0.08% | 129 |
|
|
2026
Q1 | $459K | Sell |
16,345
-638
| -4% | -$17K | 0.1% | 111 |
|
|
2025
Q4 | $423K | Sell |
16,983
-52
| -0.3% | -$1.31K | 0.09% | 116 |
|
|
2025
Q3 | $434K | Sell |
17,035
-82,475
| -83% | -$2.04M | 0.1% | 106 |
|
|
2025
Q2 | $2.41M | Sell |
99,510
-4,945
| -5% | -$115K | 0.61% | 44 |
|
|
2025
Q1 | $2.65M | Buy |
104,455
+301
| +0.3% | +$7.88K | 0.7% | 40 |
|
|
2024
Q4 | $2.76M | Sell |
104,154
-1,684
| -2% | -$45.7K | 0.69% | 41 |
|
|
2024
Q3 | $3.06M | Buy |
105,838
+399
| +0.4% | +$11.6K | 0.74% | 37 |
|
|
2024
Q2 | $2.95M | Buy |
105,439
+119
| +0.1% | +$3.28K | 0.75% | 35 |
|
|
2024
Q1 | $2.92M | Buy |
105,320
+906
| +0.9% | +$25.1K | 0.7% | 36 |
|
|
2023
Q4 | $3.01M | Sell |
104,414
-47,482
| -31% | -$1.44M | 0.76% | 38 |
|
|
2023
Q3 | $5.04M | Buy |
151,896
+2,014
| +1% | +$71.2K | 1.27% | 20 |
|
|
2023
Q2 | $5.5M | Buy |
149,882
+1,561
| +1% | +$60.8K | 1.36% | 21 |
|
|
2023
Q1 | $6.05M | Buy |
148,321
+95,186
| +179% | +$4.11M | 1.49% | 13 |
|
|
2022
Q4 | $2.72M | Buy |
53,135
+1,478
| +3% | +$70.9K | 0.75% | 33 |
|
|
2022
Q3 | $2.26M | Buy |
51,657
+40,724
| +372% | +$1.98M | 0.65% | 38 |
|
|
2022
Q2 | $573K | Hold |
10,933
| – | – | 0.19% | 83 |
|
|
2022
Q1 | $566K | Buy |
10,933
+110
| +1% | +$5.71K | 0.16% | 71 |
|
|
2021
Q4 | $643K | Sell |
10,823
-5,062
| -32% | -$251K | 0.15% | 93 |
|
|
2021
Q3 | $684K | Buy |
15,885
+4,083
| +35% | +$181K | 0.16% | 92 |
|
|
2021
Q2 | $462K | Buy |
11,802
+1,670
| +16% | +$64.9K | 0.11% | 103 |
|
|
2021
Q1 | $367K | Buy |
10,132
+901
| +10% | +$32K | 0.1% | 108 |
|
|
2020
Q4 | $339K | Buy |
9,231
+358
| +4% | +$13.1K | 0.1% | 106 |
|
|
2020
Q3 | $308K | Buy |
8,873
+528
| +6% | +$18.5K | 0.11% | 98 |
|
|
2020
Q2 | $259K | Hold |
8,345
| – | – | 0.1% | 103 |
|
|
2020
Q1 | $258K | Buy |
8,345
+2
| +0% | +$68 | 0.12% | 93 |
|
|
2019
Q4 | $310K | Buy |
+8,343
| New | +$297K | 0.11% | 102 |
|
|
2019
Q3 | – | Sell |
-11,465
| Closed | -$471K | – | 117 |
|
|
2019
Q2 | $471K | Buy |
11,465
+52
| +0.5% | +$2.06K | 0.19% | 66 |
|
|
2019
Q1 | $459K | Buy |
11,413
+27
| +0.2% | +$1.08K | 0.21% | 62 |
|
|
2018
Q4 | $471K | Sell |
11,386
-119
| -1% | -$4.94K | 0.23% | 58 |
|
|
2018
Q3 | $481K | Hold |
11,505
| – | – | 0.19% | 64 |
|
|
2018
Q2 | $396K | Sell |
11,505
-950
| -8% | -$32.5K | 0.15% | 65 |
|
|
2018
Q1 | $419K | Buy |
12,455
+655
| +6% | +$22.5K | 0.16% | 61 |
|
|
2017
Q4 | $405K | Buy |
11,800
+2,768
| +31% | +$94.4K | 0.16% | 62 |
|
|
2017
Q3 | $306K | Buy |
9,032
+1,084
| +14% | +$34.8K | 0.13% | 63 |
|
|
2017
Q2 | $253K | Buy |
7,948
+134
| +2% | +$4.23K | 0.12% | 65 |
|
|
2017
Q1 | $254K | Hold |
7,814
| – | – | 0.13% | 62 |
|
|
2016
Q4 | $240K | Buy |
7,814
+316
| +4% | +$9.65K | 0.11% | 63 |
|
|
2016
Q3 | $241K | Sell |
7,498
-580
| -7% | -$19.4K | 0.12% | 66 |
|
|
2016
Q2 | $270K | Sell |
8,078
-263
| -3% | -$8.39K | 0.14% | 55 |
|
|
2016
Q1 | $235K | Sell |
8,341
-2,108
| -20% | -$60.2K | 0.12% | 63 |
|
|
2015
Q4 | $320K | Sell |
10,449
-6,851
| -40% | -$216K | 0.17% | 55 |
|
|
2015
Q3 | $516K | Hold |
17,300
| – | – | 0.26% | 44 |
|
|
2015
Q2 | $550K | Buy |
17,300
+10
| +0.1% | +$326 | 0.25% | 43 |
|
|
2015
Q1 | $571K | Buy |
17,290
+727
| +4% | +$23.1K | 0.25% | 41 |
|
|
2014
Q4 | $489K | Buy |
16,563
+527
| +3% | +$15.1K | 0.45% | 44 |
|
|
2014
Q3 | $450K | Hold |
16,036
| – | – | 0.41% | 44 |
|
|
2014
Q2 | $452K | Sell |
16,036
-8,747
| -35% | -$249K | 0.36% | 42 |
|
|
2014
Q1 | $755K | Buy |
24,783
+106
| +0.4% | +$3.16K | 0.57% | 35 |
|
|
2013
Q4 | $717K | Sell |
24,677
-527
| -2% | -$15.3K | 0.52% | 36 |
|
|
2013
Q3 | $687K | Hold |
25,204
| – | – | 0.59% | 34 |
|
|
2013
Q2 | $670K | Buy |
+25,204
| New | +$696K | 0.57% | 36 |
|
Other funds holding PFE
Marathon Capital Management's PFE Position: Q2 2026 in Review
Marathon Capital Management reduced its Pfizer (PFE) stake by 2.1% in Q2 2026, selling an estimated $9.08K and leaving 15,998 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #129.
Marathon Capital Management first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.05M in Q1 2023. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Marathon Capital Management held 15,998 shares of Pfizer worth $385K as of Q2 2026.
- Marathon Capital Management sold 347 Pfizer shares in Q2 2026, an estimated $9.08K.
- Pfizer made up 0.08% of Marathon Capital Management's portfolio in Q2 2026, its #129 holding.
- Marathon Capital Management first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
- Marathon Capital Management's Pfizer position peaked at $6.05M in Q1 2023.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.