Meritage Portfolio Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-8,975
| Closed | -$229K | – | 335 |
|
|
2025
Q3 | $229K | Sell |
8,975
-35
| -0.4% | -$864 | 0.02% | 306 |
|
|
2025
Q2 | $218K | Sell |
9,010
-4,344
| -33% | -$101K | 0.01% | 311 |
|
|
2025
Q1 | $338K | Sell |
13,354
-4,308
| -24% | -$113K | 0.02% | 276 |
|
|
2024
Q4 | $469K | Sell |
17,662
-12,626
| -42% | -$342K | 0.03% | 257 |
|
|
2024
Q3 | $877K | Buy |
30,288
+58
| +0.2% | +$1.69K | 0.05% | 212 |
|
|
2024
Q2 | $846K | Sell |
30,230
-61
| -0.2% | -$1.68K | 0.05% | 206 |
|
|
2024
Q1 | $841K | Sell |
30,291
-33
| -0.1% | -$916 | 0.05% | 208 |
|
|
2023
Q4 | $873K | Buy |
30,324
+277
| +0.9% | +$8.37K | 0.06% | 208 |
|
|
2023
Q3 | $997K | Sell |
30,047
-176,437
| -85% | -$6.24M | 0.07% | 195 |
|
|
2023
Q2 | $7.57M | Sell |
206,484
-142,726
| -41% | -$5.56M | 0.54% | 50 |
|
|
2023
Q1 | $14.2M | Buy |
349,210
+106,444
| +44% | +$4.6M | 1.07% | 17 |
|
|
2022
Q4 | $12.4M | Sell |
242,766
-10,649
| -4% | -$511K | 0.97% | 16 |
|
|
2022
Q3 | $11.1M | Sell |
253,415
-4,907
| -2% | -$238K | 0.92% | 19 |
|
|
2022
Q2 | $13.5M | Sell |
258,322
-61,160
| -19% | -$3.12M | 1.05% | 14 |
|
|
2022
Q1 | $16.5M | Buy |
319,482
+209,698
| +191% | +$10.9M | 1.02% | 16 |
|
|
2021
Q4 | $6.48M | Sell |
109,784
-7,411
| -6% | -$367K | 0.37% | 80 |
|
|
2021
Q3 | $5.04M | Sell |
117,195
-957
| -0.8% | -$42.4K | 0.3% | 93 |
|
|
2021
Q2 | $4.63M | Buy |
118,152
+7,020
| +6% | +$273K | 0.28% | 110 |
|
|
2021
Q1 | $4.03M | Buy |
111,132
+15,607
| +16% | +$554K | 0.27% | 117 |
|
|
2020
Q4 | $3.52M | Sell |
95,525
-3,048
| -3% | -$112K | 0.26% | 103 |
|
|
2020
Q3 | $3.43M | Buy |
98,573
+13,318
| +16% | +$467K | 0.31% | 79 |
|
|
2020
Q2 | $2.65M | Sell |
85,255
-41,447
| -33% | -$1.41M | 0.25% | 117 |
|
|
2020
Q1 | $3.92M | Sell |
126,702
-1,334
| -1% | -$45.5K | 0.53% | 51 |
|
|
2019
Q4 | $4.76M | Sell |
128,036
-359
| -0.3% | -$12.8K | 0.42% | 66 |
|
|
2019
Q3 | $4.38M | Sell |
128,395
-10,641
| -8% | -$387K | 0.42% | 71 |
|
|
2019
Q2 | $5.71M | Buy |
139,036
+12,511
| +10% | +$497K | 0.58% | 49 |
|
|
2019
Q1 | $5.1M | Sell |
126,525
-1,046
| -0.8% | -$41.9K | 0.52% | 69 |
|
|
2018
Q4 | $5.28M | Sell |
127,571
-1,716
| -1% | -$71.2K | 0.6% | 53 |
|
|
2018
Q3 | $5.41M | Sell |
129,287
-1,291
| -1% | -$49.7K | 0.5% | 86 |
|
|
2018
Q2 | $4.49M | Sell |
130,578
-9,976
| -7% | -$341K | 0.44% | 101 |
|
|
2018
Q1 | $4.73M | Sell |
140,554
-975
| -0.7% | -$33.5K | 0.46% | 92 |
|
|
2017
Q4 | $4.86M | Sell |
141,529
-2,461
| -2% | -$83.9K | 0.47% | 95 |
|
|
2017
Q3 | $4.88M | Sell |
143,990
-2,957
| -2% | -$95K | 0.48% | 97 |
|
|
2017
Q2 | $4.68M | Sell |
146,947
-2,429
| -2% | -$76.6K | 0.48% | 99 |
|
|
2017
Q1 | $4.85M | Sell |
149,376
-9,249
| -6% | -$292K | 0.51% | 93 |
|
|
2016
Q4 | $4.89M | Sell |
158,625
-2,224
| -1% | -$67.9K | 0.53% | 89 |
|
|
2016
Q3 | $5.17M | Buy |
160,849
+633
| +0.4% | +$21.2K | 0.57% | 75 |
|
|
2016
Q2 | $5.35M | Sell |
160,216
-6,541
| -4% | -$209K | 0.6% | 61 |
|
|
2016
Q1 | $4.69M | Buy |
166,757
+59,035
| +55% | +$1.69M | 0.53% | 95 |
|
|
2015
Q4 | $3.3M | Sell |
107,722
-107,840
| -50% | -$3.39M | 0.37% | 137 |
|
|
2015
Q3 | $6.42M | Sell |
215,562
-17,127
| -7% | -$549K | 0.74% | 29 |
|
|
2015
Q2 | $7.4M | Sell |
232,689
-318
| -0.1% | -$10.4K | 0.78% | 21 |
|
|
2015
Q1 | $7.69M | Buy |
233,007
+11,990
| +5% | +$381K | 0.77% | 20 |
|
|
2014
Q4 | $6.53M | Buy |
221,017
+5,649
| +3% | +$162K | 0.69% | 30 |
|
|
2014
Q3 | $6.04M | Buy |
215,368
+1,250
| +0.6% | +$35.1K | 0.69% | 37 |
|
|
2014
Q2 | $6.03M | Buy |
214,118
+23,197
| +12% | +$661K | 0.66% | 43 |
|
|
2014
Q1 | $5.82M | Buy |
190,921
+4,496
| +2% | +$134K | 0.7% | 43 |
|
|
2013
Q4 | $5.42M | Sell |
186,425
-1,380
| -0.7% | -$40.2K | 0.67% | 48 |
|
|
2013
Q3 | $5.12M | Buy |
187,805
+4,680
| +3% | +$127K | 0.66% | 50 |
|
|
2013
Q2 | $4.87M | Buy |
+183,125
| New | +$5.06M | 0.7% | 38 |
|
Other funds holding PFE
Meritage Portfolio Management's PFE Position: Q4 2025 in Review
Meritage Portfolio Management sold out of Pfizer (PFE) in Q4 2025, closing a stake of 8,975 shares — an estimated $229K sold.
Meritage Portfolio Management first reported a position in PFE in Q2 2013 and held it in 50 quarters. The position peaked at $16.5M in Q1 2022. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.
- Meritage Portfolio Management reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
- Meritage Portfolio Management sold 8,975 Pfizer shares in Q4 2025, an estimated $229K.
- Meritage Portfolio Management first reported a position in Pfizer in Q2 2013 and held it in 50 quarters.
- Meritage Portfolio Management's Pfizer position peaked at $16.5M in Q1 2022.
- 2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.
Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.