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Shelton Capital Management’s Pfizer PFE Stock Holding History

Shelton Capital Management’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 		$5.12M Hold
182,411
– – 0.11% 145
2025
Q4 		$4.54M Sell
182,411
-523
-0.3% -$13.2K 0.09% 169
2025
Q3 		$4.66M Sell
182,934
-543
-0.3% -$13.4K 0.1% 160
2025
Q2 		$4.45M Buy
183,477
+4,951
+3% +$115K 0.1% 174
2025
Q1 		$4.52M Buy
178,526
+11,342
+7% +$297K 0.11% 159
2024
Q4 		$4.44M Sell
167,184
-1,098
-0.7% -$29.8K 0.11% 166
2024
Q3 		$4.87M Sell
168,282
-5,368
-3% -$157K 0.13% 152
2024
Q2 		$4.86M Sell
173,650
-59,803
-26% -$1.65M 0.13% 150
2024
Q1 		$6.48M Sell
233,453
-102,790
-31% -$2.85M 0.18% 128
2023
Q4 		$9.68M Sell
336,243
-11,919
-3% -$360K 0.31% 74
2023
Q3 		$11.5M Sell
348,162
-6,290
-2% -$222K 0.42% 47
2023
Q2 		$13M Buy
354,452
+6,912
+2% +$269K 0.47% 43
2023
Q1 		$14.2M Buy
347,540
+198,540
+133% +$8.58M 0.59% 28
2022
Q4 		$7.63M Sell
149,000
-2,469
-2% -$118K 0.8% 18
2022
Q3 		$6.63M Sell
151,469
-1,312
-0.9% -$63.8K 0.32% 82
2022
Q2 		$8.01M Buy
152,781
+34,792
+29% +$1.77M 0.36% 72
2022
Q1 		$6.11M Buy
117,989
+71,331
+153% +$3.7M 0.23% 98
2021
Q4 		$2.75M Buy
46,658
+805
+2% +$39.9K 0.1% 209
2021
Q3 		$1.97M Sell
45,853
-295
-0.6% -$13.1K 0.08% 228
2021
Q2 		$1.81M Sell
46,148
-164,636
-78% -$6.4M 0.07% 235
2021
Q1 		$7.64M Buy
210,784
+103,196
+96% +$3.66M 0.27% 82
2020
Q4 		$3.96M Sell
107,588
-5,995
-5% -$220K 0.18% 120
2020
Q3 		$3.96M Sell
113,583
-527
-0.5% -$18.5K 0.16% 141
2020
Q2 		$3.54M Buy
114,110
+20,342
+22% +$691K 0.2% 105
2020
Q1 		$2.9M Sell
93,768
-8,072
-8% -$275K 0.21% 96
2019
Q4 		$3.79M Sell
101,840
-158,537
-61% -$5.65M 0.21% 98
2019
Q3 		$8.88M Sell
260,377
-4,111
-2% -$149K 0.52% 45
2019
Q2 		$10.9M Buy
264,488
+254,762
+2,619% +$10.1M 0.63% 33
2019
Q1 		$217K Sell
9,726
-193,776
-95% -$7.76M 0.86% 16
2018
Q4 		$8.43M Sell
203,502
-28,564
-12% -$1.19M 0.57% 39
2018
Q3 		$9.7M Buy
232,066
+163,100
+236% +$6.28M 0.55% 41
2018
Q2 		$2.37M Buy
68,966
+2,835
+4% +$96.9K 0.15% 138
2018
Q1 		$2.23M Sell
66,131
-4,437
-6% -$153K 0.15% 138
2017
Q4 		$2.42M Sell
70,568
-5,679
-7% -$194K 0.16% 132
2017
Q3 		$2.58M Sell
76,247
-94,516
-55% -$3.04M 0.17% 127
2017
Q2 		$5.44M Sell
170,763
-28,354
-14% -$894K 0.38% 57
2017
Q1 		$6.46M Buy
199,117
+32,642
+20% +$1.03M 0.45% 40
2016
Q4 		$5.13M Buy
166,475
+52,115
+46% +$1.59M 0.39% 46
2016
Q3 		$3.67M Buy
114,360
+36,850
+48% +$1.23M 0.31% 65
2016
Q2 		$2.59M Sell
77,510
-4,586
-6% -$146K 0.23% 84
2016
Q1 		$2.31M Buy
82,096
+7,276
+10% +$208K 0.21% 93
2015
Q4 		$2.29M Buy
74,820
+13,050
+21% +$411K 0.22% 95
2015
Q3 		$1.84M Buy
61,770
+5,826
+10% +$187K 0.2% 102
2015
Q2 		$1.78M Sell
55,944
-3,313
-6% -$108K 0.18% 110
2015
Q1 		$1.96M Buy
59,257
+488
+0.8% +$15.5K 0.21% 101
2014
Q4 		$1.74M Sell
58,769
-13,491
-19% -$387K 0.2% 103
2014
Q3 		$2.03M Buy
72,260
+13,305
+23% +$373K 0.27% 81
2014
Q2 		$1.66M Sell
58,955
-527
-0.9% -$15K 0.23% 89
2014
Q1 		$1.81M Buy
59,482
+1,897
+3% +$56.6K 0.27% 82
2013
Q4 		$1.67M Sell
57,585
-6,219
-10% -$181K 0.25% 84
2013
Q3 		$1.74M Sell
63,804
-2,134
-3% -$58.1K 0.29% 74
2013
Q2 		$1.75M Buy
+65,938
New +$1.82M 0.32% 74

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Shelton Capital Management's PFE Position: Q1 2026 in Review

Shelton Capital Management held its Pfizer (PFE) position steady in Q1 2026 at 182,411 shares worth $5.12M. The position accounts for 0.11% of the portfolio, ranked #145.

Shelton Capital Management first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.2M in Q1 2023. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Shelton Capital Management held 182,411 shares of Pfizer worth $5.12M as of Q1 2026.
  • Shelton Capital Management left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.11% of Shelton Capital Management's portfolio in Q1 2026, its #145 holding.
  • Shelton Capital Management first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's Pfizer position peaked at $14.2M in Q1 2023.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.