Narwhal 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
2025
Q1
Sell
-8,474
Closed -$225K 165
2024
Q4
$225K Sell
8,474
-12,071
-59% -$327K 0.02% 155
2024
Q3
$595K Sell
20,545
-28,883
-58% -$843K 0.05% 121
2024
Q2
$1.38M Sell
49,428
-31,079
-39% -$856K 0.13% 90
2024
Q1
$2.23M Sell
80,507
-56,252
-41% -$1.56M 0.22% 80
2023
Q4
$3.94M Sell
136,759
-26,393
-16% -$798K 0.43% 64
2023
Q3
$5.41M Sell
163,152
-16,128
-9% -$570K 0.66% 47
2023
Q2
$6.58M Sell
179,280
-11,969
-6% -$466K 0.77% 37
2023
Q1
$7.8M Sell
191,249
-28,367
-13% -$1.23M 0.98% 33
2022
Q4
$11.3M Sell
219,616
-56,636
-21% -$2.72M 1.5% 20
2022
Q3
$12.1M Sell
276,252
-9,518
-3% -$463K 1.75% 12
2022
Q2
$15M Buy
285,770
+90,419
+46% +$4.61M 2.05% 11
2022
Q1
$10.1M Buy
195,351
+4,944
+3% +$257K 1.18% 27
2021
Q4
$11.2M Buy
190,407
+17,269
+10% +$856K 1.28% 24
2021
Q3
$7.45M Buy
173,138
+26,510
+18% +$1.17M 0.94% 34
2021
Q2
$5.74M Buy
146,628
+845
+0.6% +$32.9K 0.72% 43
2021
Q1
$5.28M Sell
145,783
-6,074
-4% -$216K 0.71% 42
2020
Q4
$5.59M Sell
151,857
-16,006
-10% -$587K 0.79% 40
2020
Q3
$5.84M Sell
167,863
-19,498
-10% -$684K 0.94% 37
2020
Q2
$5.81M Sell
187,361
-19,491
-9% -$662K 1.01% 33
2020
Q1
$6.41M Buy
206,852
+4,778
+2% +$163K 1.38% 23
2019
Q4
$7.51M Buy
202,074
+8,841
+5% +$315K 1.38% 21
2019
Q3
$6.59M Sell
193,233
-1,908
-1% -$69.4K 1.32% 24
2019
Q2
$8.02M Buy
195,141
+3,123
+2% +$124K 1.66% 14
2019
Q1
$7.74M Sell
192,018
-1,493
-0.8% -$59.8K 1.68% 14
2018
Q4
$8.01M Sell
193,511
-2,688
-1% -$112K 1.99% 9
2018
Q3
$8.2M Sell
196,199
-274
-0.1% -$10.5K 1.81% 10
2018
Q2
$6.76M Sell
196,473
-1,192
-0.6% -$40.7K 1.57% 13
2018
Q1
$6.66M Buy
197,665
+17,399
+10% +$598K 1.54% 15
2017
Q4
$6.2M Buy
180,266
+7,642
+4% +$261K 1.42% 15
2017
Q3
$5.85M Buy
172,624
+3,926
+2% +$126K 1.45% 13
2017
Q2
$5.38M Buy
168,698
+21,106
+14% +$666K 1.39% 16
2017
Q1
$4.79M Buy
147,592
+14,449
+11% +$456K 1.33% 18
2016
Q4
$4.1M Buy
133,143
+1,054
+0.8% +$32.2K 1.24% 19
2016
Q3
$4.25M Hold
132,089
1.33% 19
2016
Q2
$4.41M Hold
132,089
1.39% 16
2016
Q1
$3.71M Buy
132,089
+1,791
+1% +$51.2K 1.21% 21
2015
Q4
$3.99M Hold
130,298
1.38% 17
2015
Q3
$3.88M Sell
130,298
-158
-0.1% -$5.07K 1.45% 15
2015
Q2
$4.15M Buy
130,456
+171
+0.1% +$5.57K 1.51% 12
2015
Q1
$4.3M Hold
130,285
1.57% 9
2014
Q4
$3.85M Buy
130,285
+3,835
+3% +$110K 1.49% 15
2014
Q3
$3.55M Buy
126,450
+843
+0.7% +$23.7K 1.42% 14
2014
Q2
$3.54M Buy
125,607
+1,632
+1% +$46.5K 1.35% 16
2014
Q1
$3.78M Buy
123,975
+1,081
+0.9% +$32.2K 1.57% 9
2013
Q4
$3.57M Buy
122,894
+2,687
+2% +$78.2K 1.47% 12
2013
Q3
$3.28M Sell
120,207
-1,212
-1% -$33K 1.57% 11
2013
Q2
$3.23M Buy
+121,419
New +$3.35M 1.56% 11

Other funds holding PFE

Narwhal Capital Management's PFE Position: Q1 2025 in Review

Narwhal Capital Management sold out of Pfizer (PFE) in Q1 2025, closing a stake of 8,474 shares — an estimated $225K sold.

Narwhal Capital Management first reported a position in PFE in Q2 2013 and held it in 47 quarters. The position peaked at $15M in Q2 2022. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Narwhal Capital Management reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Narwhal Capital Management sold 8,474 Pfizer shares in Q1 2025, an estimated $225K.
  • Narwhal Capital Management first reported a position in Pfizer in Q2 2013 and held it in 47 quarters.
  • Narwhal Capital Management's Pfizer position peaked at $15M in Q2 2022.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Narwhal Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.