Trillium Asset 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
$380K Hold
15,799
0.01% 203
2026
Q1
$444K Hold
15,799
0.01% 194
2025
Q4
$393K Hold
15,799
0.01% 201
2025
Q3
$403K Sell
15,799
-221
-1% -$5.46K 0.01% 198
2025
Q2
$388K Sell
16,020
-356
-2% -$8.3K 0.01% 199
2025
Q1
$415K Hold
16,376
0.01% 193
2024
Q4
$434K Sell
16,376
-400
-2% -$10.8K 0.01% 195
2024
Q3
$485K Hold
16,776
0.01% 196
2024
Q2
$469K Hold
16,776
0.01% 200
2024
Q1
$466K Hold
16,776
0.01% 203
2023
Q4
$483K Hold
16,776
0.01% 195
2023
Q3
$556K Sell
16,776
-893
-5% -$31.6K 0.02% 188
2023
Q2
$648K Sell
17,669
-2,190
-11% -$85.2K 0.02% 179
2023
Q1
$772K Sell
19,859
-2,147
-10% -$92.7K 0.02% 172
2022
Q4
$1.13M Sell
22,006
-1,103
-5% -$52.9K 0.03% 169
2022
Q3
$1.01M Buy
23,109
+3,500
+18% +$170K 0.03% 167
2022
Q2
$1.03M Buy
19,609
+250
+1% +$12.7K 0.03% 167
2022
Q1
$1M Sell
19,359
-126
-0.6% -$6.54K 0.03% 181
2021
Q4
$1.15M Hold
19,485
0.03% 183
2021
Q3
$838K Buy
19,485
+307
+2% +$13.6K 0.02% 183
2021
Q2
$751K Sell
19,178
-4,963
-21% -$193K 0.02% 187
2021
Q1
$875K Sell
24,141
-1,048
-4% -$37.2K 0.03% 179
2020
Q4
$927K Sell
25,189
-584
-2% -$21.4K 0.03% 178
2020
Q3
$897K Sell
25,773
-5,640
-18% -$198K 0.04% 166
2020
Q2
$975K Sell
31,413
-2,179
-6% -$74K 0.04% 175
2020
Q1
$1.04M Sell
33,592
-3,407
-9% -$116K 0.05% 170
2019
Q4
$1.38M Sell
36,999
-9,755
-21% -$347K 0.06% 180
2019
Q3
$1.59M Buy
46,754
+13,859
+42% +$504K 0.07% 174
2019
Q2
$1.35M Sell
32,895
-323
-1% -$12.8K 0.07% 174
2019
Q1
$1.34M Buy
33,218
+20,274
+157% +$812K 0.07% 176
2018
Q4
$536K Sell
12,944
-1,884
-13% -$78.2K 0.03% 193
2018
Q3
$620K Buy
14,828
+1,339
+10% +$51.5K 0.03% 195
2018
Q2
$464K Sell
13,489
-183
-1% -$6.25K 0.02% 200
2018
Q1
$460K Buy
13,672
+1,622
+13% +$55.8K 0.03% 201
2017
Q4
$414K Sell
12,050
-298
-2% -$10.2K 0.02% 197
2017
Q3
$418K Buy
12,348
+1,371
+12% +$44.1K 0.02% 191
2017
Q2
$350K Hold
10,977
0.02% 196
2017
Q1
$356K Sell
10,977
-3,357
-23% -$106K 0.02% 188
2016
Q4
$442K Sell
14,334
-564
-4% -$17.2K 0.03% 188
2016
Q3
$479K Buy
14,898
+192
+1% +$6.42K 0.03% 185
2016
Q2
$491K Sell
14,706
-768
-5% -$24.5K 0.03% 189
2016
Q1
$435K Sell
15,474
-1,699
-10% -$48.5K 0.03% 181
2015
Q4
$526K Sell
17,173
-2,002
-10% -$63K 0.04% 181
2015
Q3
$571K Sell
19,175
-448
-2% -$14.4K 0.04% 176
2015
Q2
$624K Sell
19,623
-211
-1% -$6.88K 0.04% 172
2015
Q1
$655K Buy
19,834
+1,489
+8% +$47.3K 0.04% 170
2014
Q4
$542K Buy
18,345
+972
+6% +$27.9K 0.04% 175
2014
Q3
$487K Buy
17,373
+4,111
+31% +$115K 0.04% 159
2014
Q2
$373K Sell
13,262
-267
-2% -$7.61K 0.03% 163
2014
Q1
$412K Sell
13,529
-2,530
-16% -$75.4K 0.04% 159
2013
Q4
$467K Buy
16,059
+665
+4% +$19.4K 0.05% 156
2013
Q3
$420K Buy
15,394
+6,134
+66% +$167K 0.05% 159
2013
Q2
$246K Buy
+9,260
New +$256K 0.03% 163

Other funds holding PFE

Trillium Asset Management's PFE Position: Q2 2026 in Review

Trillium Asset Management held its Pfizer (PFE) position steady in Q2 2026 at 15,799 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #203.

Trillium Asset Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.59M in Q3 2019. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Trillium Asset Management held 15,799 shares of Pfizer worth $380K as of Q2 2026.
  • Trillium Asset Management left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.01% of Trillium Asset Management's portfolio in Q2 2026, its #203 holding.
  • Trillium Asset Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Trillium Asset Management's Pfizer position peaked at $1.59M in Q3 2019.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.