Zevin Asset Management’s Pfizer PFE Stock Holding History

Zevin Asset 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	$411K	Sell	14,641 -2,461	-14%	-$65.5K	0.06%	72
2025 Q4	$426K	Sell	17,102 -3,000	-15%	-$75.7K	0.06%	74
2025 Q3	$512K	Buy	20,102 +3,000	+18%	+$74K	0.07%	60
2025 Q2	$415K	Buy	17,102 +980	+6%	+$22.9K	0.06%	60
2025 Q1	$409K	Sell	16,122 -60	-0.4%	-$1.57K	0.06%	57
2024 Q4	$429K	Buy	16,182 +5,095	+46%	+$138K	0.06%	57
2024 Q3	$321K	Hold	11,087	–	–	0.05%	63
2024 Q2	$310K	Sell	11,087 -1,707	-13%	-$47K	0.05%	61
2024 Q1	$355K	Sell	12,794 -2,628	-17%	-$72.9K	0.06%	63
2023 Q4	$444K	Buy	15,422 +260	+2%	+$7.86K	0.08%	61
2023 Q3	$503K	Buy	15,162 +5,052	+50%	+$179K	0.1%	58
2023 Q2	$371K	Hold	10,110	–	–	0.07%	58
2023 Q1	$412K	Hold	10,110	–	–	0.08%	59
2022 Q4	$518K	Hold	10,110	–	–	0.11%	51
2022 Q3	$442K	Sell	10,110 -1,625	-14%	-$79K	0.1%	57
2022 Q2	$615K	Hold	11,735	–	–	0.14%	51
2022 Q1	$608K	Hold	11,735	–	–	0.12%	58
2021 Q4	$693K	Sell	11,735 -3,265	-22%	-$162K	0.12%	58
2021 Q3	$645K	Sell	15,000 -150	-1%	-$6.64K	0.12%	58
2021 Q2	$593K	Buy	15,150 +150	+1%	+$5.83K	0.12%	60
2021 Q1	$543K	Hold	15,000	–	–	0.12%	59
2020 Q4	$552K	Buy	15,000 +1,296	+9%	+$47.5K	0.13%	56
2020 Q3	$477K	Buy	13,704 +54	+0.4%	+$1.89K	0.13%	56
2020 Q2	$423K	Hold	13,650	–	–	0.13%	56
2020 Q1	$423K	Hold	13,650	–	–	0.16%	52
2019 Q4	$507K	Buy	13,650 +4,364	+47%	+$155K	0.16%	58
2019 Q3	$317K	Sell	9,286 -421	-4%	-$15.3K	0.1%	74
2019 Q2	$399K	Hold	9,707	–	–	0.13%	72
2019 Q1	$391K	Sell	9,707 -791	-8%	-$31.7K	0.13%	75
2018 Q4	$435K	Buy	10,498 +791	+8%	+$32.8K	0.16%	70
2018 Q3	$406K	Hold	9,707	–	–	0.12%	79
2018 Q2	$334K	Hold	9,707	–	–	0.1%	82
2018 Q1	$327K	Buy	9,707 +2,329	+32%	+$80.1K	0.08%	94
2017 Q4	$254K	Hold	7,378	–	–	0.06%	114
2017 Q3	$250K	Buy	7,378 +629	+9%	+$20.2K	0.06%	114
2017 Q2	$215K	Buy	6,749 +2	+0%	+$63	0.05%	113
2017 Q1	$219K	Sell	6,747 -4,249	-39%	-$134K	0.06%	108
2016 Q4	$339K	Buy	+10,996	New	+$336K	0.09%	94
2016 Q3	–	Sell	-11,091	Closed	-$371K	–	121
2016 Q2	$371K	Hold	11,091	–	–	0.1%	91
2016 Q1	$312K	Buy	11,091 +381	+4%	+$10.9K	0.09%	99
2015 Q4	$328K	Hold	10,710	–	–	0.09%	101
2015 Q3	$319K	Hold	10,710	–	–	0.09%	105
2015 Q2	$341K	Hold	10,710	–	–	0.09%	106
2015 Q1	$354K	Hold	10,710	–	–	0.1%	101
2014 Q4	$317K	Hold	10,710	–	–	0.09%	107
2014 Q3	$300K	Hold	10,710	–	–	0.09%	105
2014 Q2	$302K	Hold	10,710	–	–	0.09%	106
2014 Q1	$326K	Hold	10,710	–	–	0.1%	91
2013 Q4	$311K	Hold	10,710	–	–	0.09%	94
2013 Q3	$292K	Hold	10,710	–	–	0.09%	93
2013 Q2	$285K	Buy	+10,710	New	+$296K	0.1%	91

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Zevin Asset Management's PFE Position: Q1 2026 in Review

Zevin Asset Management reduced its Pfizer (PFE) stake by 14% in Q1 2026, selling an estimated $65.5K and leaving 14,641 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #72.

Zevin Asset Management first reported a position in PFE in Q2 2013 and has held it in 51 quarters since. The position peaked at $693K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Zevin Asset Management held 14,641 shares of Pfizer worth $411K as of Q1 2026.
Zevin Asset Management sold 2,461 Pfizer shares in Q1 2026, an estimated $65.5K.
Pfizer made up 0.06% of Zevin Asset Management's portfolio in Q1 2026, its #72 holding.
Zevin Asset Management first reported a position in Pfizer in Q2 2013 and has held it in 51 quarters since.
Zevin Asset Management's Pfizer position peaked at $693K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.