Poehling 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 | $947K | Buy |
39,335
+1,798
| +5% | +$47K | 0.2% | 85 |
|
|
2026
Q1 | $1.05M | Sell |
37,537
-135
| -0.4% | -$3.59K | 0.22% | 82 |
|
|
2025
Q4 | $938K | Sell |
37,672
-21,767
| -37% | -$549K | 0.19% | 80 |
|
|
2025
Q3 | $1.51M | Sell |
59,439
-4,488
| -7% | -$111K | 0.32% | 68 |
|
|
2025
Q2 | $1.55M | Buy |
63,927
+1,506
| +2% | +$35.1K | 0.36% | 59 |
|
|
2025
Q1 | $1.58M | Buy |
62,421
+2,408
| +4% | +$63K | 0.4% | 63 |
|
|
2024
Q4 | $1.59M | Buy |
60,013
+714
| +1% | +$19.4K | 0.39% | 66 |
|
|
2024
Q3 | $1.72M | Sell |
59,299
-40
| -0.1% | -$1.17K | 0.44% | 60 |
|
|
2024
Q2 | $1.66M | Buy |
59,339
+4,923
| +9% | +$136K | 0.45% | 62 |
|
|
2024
Q1 | $1.51M | Buy |
54,416
+4,609
| +9% | +$128K | 0.4% | 64 |
|
|
2023
Q4 | $1.43M | Sell |
49,807
-10,536
| -17% | -$319K | 0.45% | 63 |
|
|
2023
Q3 | $2M | Sell |
60,343
-16,739
| -22% | -$592K | 0.7% | 43 |
|
|
2023
Q2 | $2.83M | Buy |
77,082
+15,097
| +24% | +$588K | 0.96% | 33 |
|
|
2023
Q1 | $2.53M | Buy |
61,985
+10,638
| +21% | +$459K | 0.85% | 41 |
|
|
2022
Q4 | $2.63M | Sell |
51,347
-1,447
| -3% | -$69.4K | 0.99% | 31 |
|
|
2022
Q3 | $2.31M | Buy |
52,794
+3,653
| +7% | +$178K | 0.97% | 30 |
|
|
2022
Q2 | $2.58M | Buy |
49,141
+1,002
| +2% | +$51.1K | 0.97% | 32 |
|
|
2022
Q1 | $2.49M | Buy |
48,139
+6,212
| +15% | +$322K | 0.77% | 41 |
|
|
2021
Q4 | $2.48M | Sell |
41,927
-36,604
| -47% | -$1.81M | 0.8% | 43 |
|
|
2021
Q3 | $3.38M | Sell |
78,531
-2,838
| -3% | -$126K | 1.14% | 31 |
|
|
2021
Q2 | $3.19M | Buy |
81,369
+529
| +0.7% | +$20.6K | 1.01% | 38 |
|
|
2021
Q1 | $2.93M | Buy |
80,840
+2,746
| +4% | +$97.5K | 1.03% | 35 |
|
|
2020
Q4 | $2.88M | Sell |
78,094
-796
| -1% | -$29.2K | 1.14% | 33 |
|
|
2020
Q3 | $2.75M | Sell |
78,890
-779
| -1% | -$27.3K | 1.41% | 21 |
|
|
2020
Q2 | $2.47M | Buy |
79,669
+10,611
| +15% | +$360K | 1.33% | 24 |
|
|
2020
Q1 | $2.14M | Buy |
69,058
+63,399
| +1,120% | +$2.16M | 1.57% | 20 |
|
|
2019
Q4 | $210K | Buy |
+5,659
| New | +$202K | 0.14% | 103 |
|
|
2018
Q3 | – | Sell |
-2,281
| Closed | -$79K | – | 218 |
|
|
2018
Q2 | $79K | Sell |
2,281
-206
| -8% | -$7.04K | 0.07% | 130 |
|
|
2018
Q1 | $84K | Buy |
2,487
+1
| +0% | +$34 | 0.07% | 118 |
|
|
2017
Q4 | $85K | Buy |
+2,486
| New | +$84.8K | 0.07% | 121 |
|
Other funds holding PFE
Poehling Capital Management's PFE Position: Q2 2026 in Review
Poehling Capital Management increased its Pfizer (PFE) stake by 4.8% in Q2 2026, buying an estimated $47K and bringing the position to 39,335 shares worth $947K. The position accounts for 0.2% of the portfolio, ranked #85.
Poehling Capital Management first reported a position in PFE in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.38M in Q3 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Poehling Capital Management held 39,335 shares of Pfizer worth $947K as of Q2 2026.
- Poehling Capital Management bought 1,798 Pfizer shares in Q2 2026, an estimated $47K.
- Pfizer made up 0.2% of Poehling Capital Management's portfolio in Q2 2026, its #85 holding.
- Poehling Capital Management first reported a position in Pfizer in Q4 2017 and has held it in 30 quarters since.
- Poehling Capital Management's Pfizer position peaked at $3.38M in Q3 2021.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.